Set Up Cart Management and Order Fulfillment for Consumer Sales

Assign Integration User to Unauthenticated User

The Integration User, sometimes called the System User, is an internal, API-only user that integrates features across the Salesforce platform. The integration user allows Salesforce apps to securely access data on different properties.

When an end user submits a request on your website, your system acts as a middle layer, translating the request to Salesforce through APIs. After Salesforce processes the request, the response is sent back to your system, allowing you to control exactly which details are shown to the end user. To facilitate this secure communication, your system must authenticate by using the Integration User profile.

Assign Permission Set License to Use Consumer Sales

Permission set licenses entitle users to access additional features not included in their assigned user license. You can assign any number of permission set licenses to the integration user.

1. From Setup, enter Users in the Quick Find box, then select Users.
2. Open the user record to assign the permission set license.
3. In the Permission Set License Assignments related list, click Edit Assignments.
4. Select the Salesforce API Integration permission set licenses.
5. Save your changes.

Assign Permission Sets to Use Consumer Sales

Explore the recommended permission sets for integration users and make sure that they have the necessary access to perform critical tasks.

1. From Setup, in the Quick Find box, enter Users, and then select Users.
2. Open the user's record.
3. In the Permission Set Assignments related list, click Edit Assignments.
4. Move these permission sets to the Enabled Permission Sets list.
   • Consumer Sales User
   • PlaceOrder API
   • Product Catalog Management Viewer
   • Salesforce Pricing Run Time User
   • Product Configurator
   • InitiateAmendment API
   • InitiateCancellation API
   • InitiateRenewal API
   • Assetize Order
   • Submit Transactions and Fulfillment User
   • ProductAndPriceConfigurationAPI
5. Save your changes.
6. Provide the integration user field-level access for the required objects.
   1. Create a custom permission set.
   2. From the Permission Set Overview page, click System Permissions.
   3. Click Edit, and select the View Setup and Configuration permission.
   4. Save your changes.
   5. Assign the created permission set to the integration user.
   6. Enable the following field-level read access permission for these object fields.

      Objects	Fields
      Orders	BillingAddress ShippingAddress
      Revenue Transaction Error Log	RelatedRecord2Id
      Product	CustomDecompositionScope
      Product Attribute Scope	Scope

   7. Save your changes.

Create and Activate Your Pricing Procedure

To apply pricing rules and logic to calculate the final net price of a product, you must first clone a predefined pricing procedure available with Salesforce Pricing or build a custom one. This is necessary because Salesforce ships a predefined template, not an executable procedure, meaning templates can’t be directly configured for use.

1. Create a pricing procedure as per your business requirements by using these supported elements. For instructions, see Build Your Pricing Procedures Using Salesforce Pricing and Use Pricing Elements in Pricing Procedures.
   • List Price
   • Attribute-Based Price
   • Bundle-Based Price
   • Tier Discount
   • Volume Discount
   • Manual Discount
   • Subscription Pricing
   

   Important Make sure to use ConsumerSalesContext context definition or the extended context definition that you’ve created.
2. Save your changes by assigning a version number, rank, and start date time.
   

   Note Select a Start Date Time that falls between the context definition's start time and the current date time.
3. Activate your pricing procedure.

Create and Activate Procedure Plan Definitions for Consumer Sales

To create a flexible and comprehensive workflow that adapts to your business needs, use a Procedure Plan Definition to combine and sequence individual procedures into a single, unified plan. You can start quickly with a predefined template or customize one from scratch to meet your unique requirements.

1. From Setup, in the Quick Find box, enter Procedure Plan Definitions, and then select Procedure Plan Definitions.
2. Click New.
3. Provide these details:
   1. Enter the title for the procedure plan definition.
   2. Enter the developer name for the procedure plan definition.
   3. Select Consumer Sales for the process type.
   4. Select the object for which you want to create a procedure plan definition.
      • WebCart
      • Order
   5. Select ConsumerSalesContext or the extended context definition that you’ve created for the context definition.
   6. Optionally, enter the description for the procedure plan definition.
4. Save your changes.
5. Open the procedure plan definition that you’ve created.
6. Click Add in the procedure plan sections.
   1. Select Standard as the procedure plan section.
   2. Enter the name of the procedure plan section.
   3. Select Pricing Procedure for the section type.
   4. Save your changes.
7. Expand the procedure plan section that you’ve created.
   1. Select Pricing for the phases to associate your procedure with a phase.
   2. Select Default as the resolution type.
   3. Select the pricing procedure that you have previously created for the procedure.
      

      Note Make sure that the context definitions related to your procedure plan definition and pricing procedures are the same.
8. Save your changes and activate your procedure plan definition.