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[DEPRECATED] Salesforce CPQ and B2B Commerce for Lightning Experience Connector

Deliver a Unified Buying Experience Across CPQ and B2B Commerce

Overview

Unify your direct and commerce channels and grow your customer relationships. The Salesforce CPQ and B2B Commerce for Lightning Experience Connector helps streamline channel experiences, improve buying patterns and align order history.

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  • SEAMLESS HANDOFF BETWEEN CHANNELS Provide a frictionless buying experience by allowing your customers to browse your product catalog online through B2B Commerce and request a quote from a sales rep via Salesforce CPQ when they’re ready to purchase.

  • UNIFY ORDER HISTORY Synchronize orders across direct and online sales channels to deliver each customer a consolidated invoice through Salesforce Billing and facilitate faster reorders with Salesforce B2B Commerce.

Available as an unmanaged package on Salesforce Labs, the Salesforce CPQ and B2B Commerce for Lightning Experience Connector gives you a blueprint for unifying channel experiences and aligning order history. Use the connector to configure your direct and commerce channels to work together as a unified experience for buyers. The connector supports two methods for converting commerce carts to CPQ Quotes: a basic method and an advanced method. The basic method is initiated from the cart page, and directly creates a CPQ Quote from the buyer cart. The advanced method pushes the buyer to proceed through a portion of the checkout flow where they can select their address, shipping method and any other information configured in the checkout flow prior to creation of the CPQ Quote. After the CPQ quote has been finalized, during the create order process, information from the B2B buyer's cart is referenced when creating the order. Once the order is activated, the buyer will be able to view the order in their order history. A logging object is included to capture any errors that may occur during quote creation or placement of an order that intends to be displayed to B2B buyers.

Categories

Business Needs
Productivity
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Native App
Lightning Ready
Editable Code

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