Integrate Order Management with B2C Commerce

Set up a connection between B2C Commerce and the Salesforce org where Order Management is configured. This connection lets Order Management receive orders from B2C Commerce.

The provided integration imports order data from B2C Commerce and creates records in Salesforce, but doesn’t do any other processing. For example, if you import orders from another source, you’re responsible for checking for duplicate data.

If you don’t use Salesforce Omnichannel Inventory, you can integrate Order Management with multiple instances of B2C Commerce. However, if you use Omnichannel Inventory, Order Management, and B2C Commerce together, your Order Management org can integrate with only one instance of B2C Commerce.

The B2C Integration service user is an internal Salesforce user. If you set internal organization-wide sharing defaults for an object that needs to be accessible to the integration, set the defaults to Public Read/ Write access.

• Configure Field-Level Security
  Give the System Administrator profile permissions to access specific fields on order-related objects. These permissions allow users to access Order Management functionality.
• Configure Custom Field Permissions
  When you add a custom field to an object for use in Order Management, Order Management users need access to that custom field. Update each permission set that includes the custom field.
• Enable Admin Settings for Order Management
  Order Management requires specific admin settings.
• Connect B2C Commerce and Order Management
  Set up a connection between B2C Commerce and the Salesforce org where Order Management is configured. This connection enables Order Management to receive orders from B2C Commerce and get product and pricing data for creating and updating orders.
• Update a B2C Permission Set After Adding a Custom Field
  The Order Management B2C Service permission set provides access to Salesforce records. When you add a custom field to a Salesforce object, update the permission set by adding read and edit access to the new field. You also must add edit access to the permission set that provides access for your Order Management users.
• Give Access to Person Accounts
  If you’re using Person Accounts to represent shoppers, give access to the appropriate permission sets to access Person Accounts.
• Enable Order Management for B2C Commerce
  When you’re ready to send order data from B2C Commerce to Order Management, use Business Manager to enable the integration.
• Create an API Client for Order Management (Optional)
  To help troubleshoot and gather metrics, create a dedicated API client ID for your Order Management integration with B2C Commerce. The API client helps you identify actions associated with the client ID. You can also use an existing API client and share it with other functions.
• Use Matching Rules for Shopper Account Identification
  Order Management identifies an existing shopper by matching the shopper’s name or email address to an existing Account, Contact, or Person Account record. However, you can configure Order Management to use your org’s duplicate and matching rules instead when looking for existing shoppers.
• Add a Sales Channel to Order Management
  Create Sales Channel records to represent the sales channels that provide orders to your org.
• State and Country Codes
  The values that you use in your store order data must match in Order Management. The values that you can use depend on whether you enable state and country/territory picklists in Salesforce.
• Custom B2C Commerce Storefront Data Integration
  You can pass custom data on certain B2C Commerce objects to Order Management by adding custom attributes to objects in B2C Commerce and matching custom fields to the corresponding objects in Order Management. When an attribute ID and field name match, and the data types also match, the values are included in the created Order Management records. If you also create a matching field on the corresponding summary object, Order Management includes the custom data when it creates a summary record.
• Product Bundle Associations
  Order Management doesn’t support custom attributes on B2C product options. To use product bundles, you can pass the information as custom data.
• Order Management Web Store Records for B2C Commerce
  Both the Even Exchange and the Order on Behalf Of flows require users to select a web store record that represents their B2C Commerce storefront. Order Management creates the required web store records for you. These system-generated web store records set the LocationType to Virtual. If you want to control the location or change other fields, you can create your own web store records.