Connections (Salesforce Commerce Cloud)

Omni-Channel > Settings > Tab CONNECTIONS

Connections

Connections

  • Refresh (Refresh)
    Click this button to update the list of connections.

  • VIEW
    Click the drop-down list to select the view. All created views are displayed in the drop-down list. Click the Points (Points) button to the right of the VIEW drop-down list to display the context menu and create a view.

    • Points (Points)
      Click this button to the right of the VIEW drop-down list to display the context menu. The following menu entries are available:

      • Create create
        Click this entry to create a view. The Create view window is displayed, see Create view.

      • Rename rename
        Click this entry to rename the selected view. The Rename view window is displayed, see Rename view. This menu entry is only displayed if a view has been selected.

      • Reset reset
        Click this entry to reset all unsaved changes to the settings of the selected view. This menu entry is only displayed if a view has been selected and any changes have been made to the view settings.

      • Publish publish
        Click this entry to publish the view. This menu entry is only displayed if a view has been selected and unpublished.

      • Unpublish unpublish
        Click this entry to unpublish the view. This menu entry is only displayed if a view has been selected and published.

      • Save save
        Click this entry to save the current view settings in the selected view. This menu entry is only displayed if a view has been selected.

        When the settings of a view have been changed, an asterisk is displayed next to the view name. The asterisk is hidden as soon as the changes have been saved.

      • Delete delete
        Click this entry to delete the selected view. A confirmation window to confirm the deletion is displayed. This menu entry is only displayed if a view has been selected.

  • Columns Columns (x)
    Click this button to display the columns bar and customize the displayed columns and the order of columns in the list. The x indicates the number of columns that are currently displayed in the list.


  • Select the checkbox to display the editing toolbar. If you click the checkbox in the header, all connections in the list are selected.

  • [DELETE]
    Click this button to delete the selected connection. This button is only displayed if a single checkbox in the list of connections is selected.

    Deleting a connection is a very complex process and can therefore take a long time.

  • [SYNCHRONIZE]
    Click this button to synchronize the selected connection. This button is only displayed if a single checkbox in the list of connections is selected. The Sync triggered pop-up window is displayed.

    Sync triggered

  • [DISABLE]
    Click this button to disable the selected connection(s). This button is only displayed if the checkbox of at least one active connection is selected.

  • [ENABLE]
    Click this button to enable the selected connection(s). This button is only displayed if the checkbox of at least one inactive connection is selected.

  • Edit (Edit)
    Click this button to edit the selected Salesforce Commerce Cloud connection. This button is only displayed if a single checkbox in the list of connections is selected. Alternatively, you can click directly a row in the list to edit a connection. The Edit connection view is displayed, see Edit Salesforce Commerce Cloud connection.

The list displays all available connections. Depending on the settings, the displayed columns may vary. All fields are read-only.

  • Name
    Connection name.

  • Status
    Connection status. The following statuses are available:

    • Status Active
      The connection is enabled and data is being synchronized via the connection.
    • Status Inactive
      The connection is disabled and no data is being synchronized via the connection.

  • Order/Return have errors
    Indication whether errors have occurred in orders or returns:. The following options are available:

    • Yes
      Errors have occurred.
    • No
      No errors have occurred.

  • Driver
    Driver name.

  • ID
    Connection identification number. The ID number is automatically assigned by the system.

  • Add (Add)
    Click this button to add a Salesforce Commerce Cloud connection. The Create connection view is displayed, see Create Salesforce Commerce Cloud connection.

Create view

Omni-Channel > Settings > Tab CONNECTIONS > Button Points > Menu entry create

Create view

  • Name
    Enter a name for the view.

  • [CANCEL]
    Click this button to cancel creating a view. The Create view window is closed.

  • [SAVE]
    Click this button to save the new view and display it in the VIEW drop-down list. The Create view window is closed.

Rename view

Omni-Channel > Settings > Tab CONNECTIONS > Button Points > Menu entry rename

Rename view

  • Name
    Click this field to edit the view name.

  • [CANCEL]
    Click this button to cancel renaming the view. The Rename view window is closed.

  • [SAVE]
    Click this button to save the changes and display it in the VIEW drop-down list. The Rename view window is closed.

Create Salesforce Commerce Cloud connection

Omni-Channel > Settings > Tab CONNECTIONS > Button Add

Create connection

  • Back (Back)
    Click this button to close the Create connection view and return to the connection list. All changes are rejected.

  • Name
    Enter a connection name.

  • Apply (Apply)
    Click this button to apply the entered connection name. This button is only displayed if the connection name has not yet been confirmed.

  • Edit (Edit)
    Click this button to edit the connection name. This button is only displayed if the connection name has been confirmed.

  • Driver
    Click the drop-down list and select the CommerceCloud driver. All installed drivers are displayed. The Credentials section is displayed below the drop-down list.

    Drivers are licensed and must be acquired via the app store or the corresponding e-commerce partner platform. The applicable driver credentials to establish the connection are obtained when acquiring the corresponding license.

Credentials

Create Salesforce Commerce Cloud credentials

  • Toggle Production mode
    Enable this toggle to activate the live environment for the Salesforce Commerce Cloud shop. Disable the toggle to use only the staging environment. In this case, you do not need to enter any credentials in the fields with the (Production) addition as they will be ignored anyway. By default, this toggle is disabled.

    As soon as the production mode is enabled, the order import and the stock upload are synchronized with the production environment, whereas the product data are still synchronized with the staging environment.

  • URL (Production)
    Enter the shop URL of the production environment.

  • Client ID (Production)
    Enter the client ID for the production environment. The client ID will be provided to you by your Salesforce Commerce Cloud shop agency.

  • Client password (Production)
    Enter the client password for the production environment. The client password will be provided to you by your Salesforce Commerce Cloud shop agency.

  • Username (Production)
    Enter the email address of the user for the production environment.

  • User password (Production)
    Enter the user password for the production environment.

  • Access token (Production)
    Enter the user API access token for the production environment.

  • URL
    Enter the shop URL of the staging environment.

  • Client ID
    Enter the client ID for the staging environment. The client ID will be provided to you by your Salesforce Commerce Cloud shop agency.

  • Client password
    Enter the client password for the staging environment. The client password will be provided to you by your Salesforce Commerce Cloud shop agency.

  • Username
    Enter the email address of the user for the staging environment.

  • User password
    Enter the user password for the staging environment.

  • Access token
    Enter the user API access token for the staging environment.

  • [SAVE]
    Click this button to save the connection.

Edit Salesforce Commerce Cloud connection

Omni-Channel > Settings > Tab CONNECTIONS > Select Salesforce Commerce Cloud connection

Edit Salesforce Commerce Cloud connection

  • Back (Back)
    Click this button to close the Edit connection view and return to the connection list. All changes are rejected.

  • Name
    Connection name. Click the button Edit (Edit) to the right of the name to edit it.

  • Edit (Edit)
    Click this button to edit the connection name.

  • Apply (Apply)
    Click this button to apply the changes to the connection name. This button is only displayed if you are editing the connection name.

  • Created DD/MM/YYYY
    Creation date of the connection. This field is read-only.

Edit Salesforce Commerce Cloud connection – Credentials

Omni-Channel > Settings > Tab CONNECTIONS > Select Salesforce Commerce Cloud connection > Tab Credentials

Edit Salesforce Commerce Cloud credentials

  • Driver
    Driver name. For Salesforce Commerce Cloud, the CommerceCloud driver is displayed. This drop-down list is read-only.

Credentials

  • Toggle Production mode
    Enable this toggle to activate the live environment for the Salesforce Commerce Cloud shop. Disable the toggle to use only the staging environment. In this case, you do not need to enter any credentials in the fields with the (Production) addition as they will be ignored anyway. By default, this toggle is disabled.

    As soon as the production mode is enabled, the order import and the stock upload are synchronized with the production environment, whereas the product data are still synchronized with the staging environment.

  • URL (Production)
    Click the field to edit the shop URL of the production environment.

  • Client ID (Production)
    Click the field to edit the client ID for the production environment. The client ID will be provided to you by your Salesforce Commerce Cloud shop agency.

  • Client password (Production)
    Click the field to edit the client password for the production environment. The client password will be provided to you by your Salesforce Commerce Cloud shop agency.

  • Username (Production)
    Click the field to edit the email address of the user for the production environment.

  • User password (Production)
    Click the field to edit the user password for the production environment.

  • Access token (Production)
    Click the field to edit the user API access token for the production environment.

  • URL
    Click the field to edit the shop URL of the staging environment.

  • Client ID
    Click the field to edit the client ID for the staging environment. The client ID will be provided to you by your Salesforce Commerce Cloud shop agency.

  • Client password
    Click the field to edit the client password for the staging environment. The client password will be provided to you by your Salesforce Commerce Cloud shop agency.

  • Username
    Enter the email address of the user for the staging environment.

  • User password
    Click the field to edit the user password for the staging environment.

  • Access token
    Click the field to edit the user API access token for the staging environment.

  • [SAVE]
    Click this button to save any changes made.

Edit Salesforce Commerce Cloud connection – Settings

Omni-Channel > Settings > Tab CONNECTIONS > Select Salesforce Commerce Cloud connection > Tab Settings

Edit Salesforce Commerce Cloud settings

The Settings tab is composed of the following setting entries:

Price books

Omni-Channel > Settings > Tab CONNECTIONS > Select Salesforce Commerce Cloud connection > Tab Settings > Menu entry Price books

Price books

Price books

  • [Save]
    Click this button to save any changes made.

  • ID
    Enter the price book ID.

  • Currency
    Enter the three letter currency code according to ISO 4217.

  • Delete (Delete)
    Click this button to delete the corresponding price book.

  • Add (Add)
    Click this button to add a new input line for another price book. You can add an unlimited number of price books.

Payment methods

Omni-Channel > Settings > Tab CONNECTIONS > Select Salesforce Commerce Cloud connection > Tab Settings > Menu entry Payment methods

Payment methods

Payment methods

  • [Save]
    Click this button to save any changes made.

  • ID
    Enter the payment method ID.

  • Name
    Enter a name for the payment method.

  • Delete (Delete)
    Click this button to delete the corresponding payment method.

  • Add (Add)
    Click this button to add a new input line for another payment method. You can add an unlimited number of payment methods.

Upload mode

Omni-Channel > Settings > Tab CONNECTIONS > Select Salesforce Commerce Cloud connection > Tab Settings > Menu entry Upload mode

Upload mode

Upload mode

  • Toggle Apply from default
    Enable this toggle to apply the default value to the upload mode. The default value is displayed read-only in the field after activation. Disable the toggle to unlock the Upload mode drop-down list. By default, this toggle is disabled.

  • [Save]
    Click this button to save any changes made.

  • Upload mode
    Click the drop-down list and select the upload mode for the product data upload. The following options are available:

    • Immediately
      Select this option to upload any changes as soon as they are made.
    • Delayed
      Select this option to upload any changes after a specified period of time.
      The Delay in minutes field is displayed.
    • Cron
      Select this option to schedule the upload and perform it periodically at a fixed time, date or interval.
      The Cron line field is displayed.

  • Delay in minutes
    Enter the desired delay in minutes in the field. By default, a 10 minutes delay is predefined.

  • Cron line
    Enter a valid cron expression to specify the time interval in which the product data should be uploaded in the field. For detailed information, see https://crontab.guru/.

Tax classes

Omni-Channel > Settings > Tab CONNECTIONS > Select Salesforce Commerce Cloud connection > Tab Settings > Menu entry Tax classes

Tax classes

Tax classes

  • [Save]
    Click this button to save any changes made.

  • Commerce Cloud Code
    Enter the Salesforce Commerce Cloud ID for the tax class. The Salesforce Commerce Cloud tax class IDs are available in Salesforce Commerce Cloud: Merchant Tools > Ordering > Taxation

  • Actindo ID
    Enter the Actindo tax class ID for the tax class. The Actindo tax class IDs are 1 for the standard rate and 2 for the reduced rate.

  • Delete (Delete)
    Click this button to delete the corresponding tax class.

  • Add (Add)
    Click this button to add a new input line for another tax class. You can add an unlimited number of tax classes.

Ignored product attributes

Omni-Channel > Settings > Tab CONNECTIONS > Select Salesforce Commerce Cloud connection > Tab Settings > Menu entry Ignored product attributes

Ignored product attributes

Ignored product attributes

  • Toggle Apply from default
    Enable this toggle to apply the default value to the product attributes. The default value is displayed read-only in the fields after activation. Disable the toggle to unlock the SFCC attribute ID field(s). By default, this toggle is disabled.

  • [Save]
    Click this button to save any changes made.

  • SFCC attribute ID
    Enter the ID of the attribute that should not be imported to Salesforce Commerce Cloud. The corresponding attribute IDs are described in the catalog.xsd schema, see catalog.xsd.

    If you enter the IDs of custom attributes that should not be imported to Salesforce Commerce Cloud, note to add the prefix c_, that is, c_AttributeName.

  • Delete (Delete)
    Click this button to delete the corresponding attribute.

  • Add (Add)
    Click this button to add a new input line for another attribute. You can add an unlimited number of attributes.

Default language

Omni-Channel > Settings > Tab CONNECTIONS > Select Salesforce Commerce Cloud connection > Tab Settings > Menu entry Default language

Default language

Default language

  • [Save]
    Click this button to save any changes made.

  • Language used for default value
    Click the drop-down list and select the language that should be used if the default language is selected in Salesforce Commerce Cloud. All available languages are displayed in the list.

Skip as variation attributes

Omni-Channel > Settings > Tab CONNECTIONS > Select Salesforce Commerce Cloud connection > Tab Settings > Menu entry Skip as variation attributes

Skip as variation attributes

Skip as variation attributes

  • Toggle Apply from default
    Enable this toggle to apply the default value to the variation attributes. The default value is displayed read-only in the fields after activation. Disable the toggle to unlock the SFCC attribute ID field(s). By default, this toggle is disabled.

  • [Save]
    Click this button to save any changes made.

  • SFCC attribute ID
    Enter the Salesforce Commerce Cloud ID of the attribute that should not be imported to Salesforce Commerce Cloud.

    If you enter the IDs of custom attributes that should not be imported to Salesforce Commerce Cloud, note to add the prefix c_, that is, c_AttributeName.

  • Delete (Delete)
    Click this button to delete the corresponding attribute.

  • Add (Add)
    Click this button to add a new input line for another attribute. You can add an unlimited number of attributes.

View types

Omni-Channel > Settings > Tab CONNECTIONS > Select Salesforce Commerce Cloud connection > Tab Settings > Menu entry View types

View types

View types

Currently, the image upload is not supported by Actindo. Therefore, the View types settings have no relevance.

  • [Save]
    Click this button to save any changes made.

  • View type
    Enter a view type for the image upload.

  • Delete (Delete)
    Click this button to delete the corresponding view type.

  • Add (Add)
    Click this button to add a new input line for another view type. You can add an unlimited number of view types.

Job ID data import

Omni-Channel > Settings > Tab CONNECTIONS > Select Salesforce Commerce Cloud connection > Tab Settings > Menu entry Job ID data import

Job ID data import

Job ID data import

  • Toggle Apply from default
    Enable this toggle to apply the default value to the job ID for the data import. The default value is displayed read-only in the fields after activation. Disable the toggle to unlock the Job ID data import field. By default, this toggle is disabled.

  • [Save]
    Click this button to save any changes made.

  • Job ID data import
    Enter the Salesforce Commerce Cloud job ID for the data import. The job ID for the data import has been created during the configuration of the Salesforce Commerce Cloud Business Manager, see Create a data import job.

Job ID inventory import

Omni-Channel > Settings > Tab CONNECTIONS > Select Salesforce Commerce Cloud connection > Tab Settings > Menu entry Job ID inventory import

Job ID inventory import

Job ID inventory import

  • Toggle Apply from default
    Enable this toggle to apply the default value to the job ID for the inventory import. The default value is displayed read-only in the fields after activation. Disable the toggle to unlock the Job ID inventory import field. By default, this toggle is disabled.

  • [Save]
    Click this button to save any changes made.

  • Job ID inventory import
    Enter the Salesforce Commerce Cloud job ID for the inventory import. The job ID for the inventory import has been created during the configuration of the Salesforce Commerce Cloud Business Manager, see Create an inventory import job.

Order status fields

Omni-Channel > Settings > Tab CONNECTIONS > Select Salesforce Commerce Cloud connection > Tab Settings > Menu entry Order status fields

Order status fields

Order status fields

  • Toggle Apply from default
    Enable this toggle to apply the default value to the order status fields. The default value is displayed read-only in the fields after activation. Disable the toggle to unlock the status fields. By default, this toggle is disabled.

  • [Save]
    Click this button to save any changes made.

  • Field for orders status
    Enter the ID of the field for the order status.

  • Payment status field
    Enter the ID of the field for the payment status.

  • Deliver status field
    Enter the ID of the field for the deliver status.

Note to add the prefix c_ if you enter the ID of a custom field, that is, c_StatusID.

Upload stock only

Omni-Channel > Settings > Tab CONNECTIONS > Select Salesforce Commerce Cloud connection > Tab Settings > Menu entry Upload stock only

Upload stock only

Upload stock only

  • [Save]
    Click this button to save any changes made.

  • Upload stock only
    Select the checkbox if you want to upload only stock but no product data. Leave the checkbox unchecked to upload both stock and product data. By default, the checkbox is unchecked.

Order search query

Omni-Channel > Settings > Tab CONNECTIONS > Select Salesforce Commerce Cloud connection > Tab Settings > Menu entry Order search query

Order search query

Order search query

  • Toggle Apply from default
    Enable this toggle to apply the default value to the order search query. The default value is displayed read-only in the fields after activation. Disable the toggle to unlock the text area for a custom query. By default, this toggle is disabled.

  • [Save]
    Click this button to save any changes made.

  • Text area
    Enter a custom query to search for all new imported orders.

Number of parallel jobs

Omni-Channel > Settings > Tab CONNECTIONS > Select Salesforce Commerce Cloud connection > Tab Settings > Menu entry Number of parallel jobs

Number of parallel jobs

Number of parallel jobs

  • Toggle Apply from default
    Enable this toggle to apply the default value to the number of parallel jobs. The default value is displayed read-only in the fields after activation. Disable the toggle to unlock the Number of parallel jobs field. By default, this toggle is disabled.

  • [Save]
    Click this button to save any changes made.

  • Number of parallel jobs
    Enter the number of jobs that may be processed in parallel.

    Increase the number of parallel jobs to handle a higher order volume. Be aware that a higher number of parallel jobs also requires a higher number of vCores.

Custom inventory fields

Omni-Channel > Settings > Tab CONNECTIONS > Select Salesforce Commerce Cloud connection > Tab Settings > Menu entry Custom inventory fields

Custom inventory fields

Custom inventory fields

  • Toggle Apply from default
    Enable this toggle to apply the default value to the custom inventory fields. The default value is displayed read-only in the fields after activation. By default, this toggle is disabled.

  • [Save]
    Click this button to save any changes made.

  • Handle inventory custom field
    Select the checkbox to import the custom inventory fields from Salesforce Commerce Cloud and also maintain them in Actindo. Leave the checkbox unchecked to ignore any custom inventory fields from Salesforce Commerce Cloud.
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