SalesForce Commerce Cloud: B2B Configurations - Bloomreach Experience - Open Source CMS

SalesForce Commerce Cloud: B2B Configurations

This Bloomreach Experience Manager feature requires a standard or premium license. Please contact Bloomreach for more information.

Introduction

Bloomreach Experience Manager can be instantaneously integrated with SalesForce Commerce Cloud: B2B (formerly called CloudCraze B2B) when using Bloomreach Commerce Accelerator. The B2B Boot application contains all the configurations needed to interact with your SalesForce Commerce Cloud: B2B instance.

This page focuses on two points:

  • How to connect to your SalesForce Commerce Cloud: B2B instance
  • A high-level description of SalesForce Commerce Cloud: B2B connector configurations.

In addition, we also include some details regarding the Federation Integration Authentication.

Connect to a SalesForce B2B instance

Salesforce B2B commerce (formerly known as CloudCraze) is a cloud-based B2B e-commerce solution. The Bloomreach Commerce Accelerator B2B boot application already provides a CRISP API resource space able to connect to your instance. The related configuration can be found at the following repository path:

/hippo:configuration/hippo:modules/crispregistry/hippo:moduleconfig/crisp:resourceresolvercontainer/salesforcecc

You need to provide your specific connection properties explained in the table below:

Property name Description
salesforcecc.baseUrl SalesForce B2B instance base URL: please note that it should refer to your StoreFront base URL 
salesforcecc.username SalesForce B2B merchant username 
salesforcecc.password SalesForce B2B merchant password
salesforcecc.securityToken SalesForce B2B merchant securityTokem, if it exists
salesforcecc.accessTokenUri SalesForce access token URL: typically it matches the hostname where SalesForce B2B is configured

salesforcecc.clientId

SalesForce OAuth connected app consumer key
salesforcecc.clientSecret SalesForce OAuth connected app consumer secret
salesforcecc.storefront.user.signin.url Salesforce B2B VisualForce page sign-in url
salesforcecc.storefront.user.signout.url Salesforce B2B VisualForce page sign-out url
salesforcecc.storefront.user.changePassword.url Salesforce B2B VisualForce page password change url
salesforcecc.storefront.locale.language.code Language code,specified using the language_territory format.
salesforcecc.storefront.locale.currency.ISO3code Currency code, specified using the ISO3 format

You can define the properties in the Bloomreach Accelerator Configuration File as in the example below (replace project name):

..
# StarterStore parameters for SalesForce CloudCraze backend service.
salesforcecc.cache.enabled = (e.g. true or false) 
salesforcecc.clientId = (e.g your Connected App consumer key) 
salesforcecc.clientSecret = (e.g. your Connected App consumer secret) 
salesforcecc.username = (e.g. SalesForce B2B merchant username) 
salesforcecc.password = 
salesforcecc.securityToken = 
salesforcecc.baseUrl = (e.g. https://<your_instance>.force.com/DefaultStore) 
salesforcecc.accessTokenUri = (e.g. https://<your_region>.salesforce.com) 
salesforcecc.storefront.user.signin.url = (e.g. https://<your_instance>.force.com/DefaultStore/SiteLogin?startURL=/CustomSiteLogin) salesforcecc.storefront.user.signout.url = (e.g. https://<your_instance>.force.com/DefaultStore/secur/logout.jsp) 
salesforcecc.storefront.user.register.url = (e.g. https://<your_instance>.force.com/DefaultStore/UserRegister) 
salesforcecc.storefront.user.changePassword.url = (e.g. https://<your_instance>.force.com/DefaultStore/ChangePassword) 
salesforcecc.storefront.locale.language.code = (e.g en_US) 
salesforcecc.storefront.locale.currency.ISO3code = (e.g. USD)
..

The current connector version is based on SalesForce B2B Commerce Cloud 4.9: for this reason we kindly advice to consider the related documentation pages

Connector Configurations

The Bloomreach Commerce Accelerator B2B boot application provides an out-of-the-box commerce connector definition for SalesForce B2B. You can find the related Commerce Connector document under the commerce-connectors folder, with name Salesforce B2B

The module name is com.bloomreach.commercedxp.b2b.container.connector.salesforcecc and matches the HST module addon name specified in the connector implementation.

The Resource space property matches with SalesForce B2B CRISP API resource space name for the SalesForce backend.

As you can read in Install B2B Commerce, the B2B Commerce Accelerator may work in combination with the SalesForce B2B Visual force pages. As example, the current version of the B2B Boot project delegates operations like user (contact) sign-in and sign-up directly to SalesForce. 

The table below contains all the Connector components used for the SalesForce B2B connector. Please consider that all the customer-specific requests will include the ccrz-context data, as described in the REST API context handling section.

Component ID

Description

federationToken

B2B customer (contacts) sign-in process is delegated to SalesForce: this component is responsible for checking the temporaty token issued by the SiteLogin controller. More details in the Federated Login section below.

 

productSearch Find products using a keyword. More info here
productSearchById Fetch products using the id. More info here
productFindFilters Retrieve produc filters (similar to product facets). More info here
categorySearch Fetch categories using id. More info here
categorySearchBySOQL Search caetgoories using the SalesForce Objects REST API
cartCreate More info here
cartRetrieve Fetch a cart using a specific id. More info here
getActiveCart Retrieve the cart currently use by the store user. More info here  
cartProductAdd More info here
cartProductRemove More info here
cartDelete More info here
cartReprice Apply cart toal amount re-calculation. More info here 
getAccountProfile Fetch account details. More info here
searchAllAccounts Retrieve the B2B accounts using the SalesForce Data REST API
searchAccountsNameLike Retrieve the B2B accounts matching the name specified:  the SalesForce Data REST API is used.
getAccountAddressBooks Fetch the address books associated to the store user. More info here
createAccountAddressBooks Create address books for a specific store user. More info here
updateAccountAddressBooks Update address books for a specific store user. More info here
deleteAccountAddressBooks Delete address books for a specific store user. More info here
getAddresses Fetch the address with a specific id. More info here
createAddresses More info here
updateAddresses More info here
getCustomerProfile Get the user profile data. More info here 
updateCustomerProfile Update user profile data. More info here
orderSearch Fetch orders placed by the store users. More info here
orderRevise Revise a pending order (aka order draft). More info here
orderPlacement Place an order. More info here
reorder Creates a new order draft out of existing order. More info here

invoiceSearch

Fetch Store User related invoices. More info here
storedPaymentSearch Fetch a stored payment method. More info here
storedPaymentCreate Create a new stored payment (e.g. Purchase Order). More info here
storedPaymentUpdate Update an existing stored payment. More info here
storedPaymentDelete Delete an existing stored payment. More info here
opportunityCreate Create a new sales opportunity in Salesforce. As example, it may be triggered by a request for quote sent by existing customers. SalesForce Data API is used 
leadCreate Create a new sales lead in Salesforce. As example, it may be triggered by a request for quote sent by anonymous customers. SalesForce Data API is used
wishListSearch More info here
wishListCreate More info here
wishListAddTo Add a new product to the wishlist. More info here
wishListUpdate More info here
wishListDelete More info here

Federated Login

SalesForce B2B Commerce v4.9 doesn't expose a public REST API for user (contact) registration. For this reason, the Accelerator provides a federated authentication integration: this solution consists of custom VisualForce pages and controllers that can be installed on top of your SalesForce B2B instance.

The authentication process is depicted in the image below. First of all you need to configure the SalesForce storefront: more specifically, you need to ensure that VisualForce pages - powering functionalities like user sign-in - are exposed and accessible. Please also ensure that your Accelerator instance is only accepting HTTPs requests. 

Some important details about the flow depicted above:

  1. The visitor access to the B2B Commerce Accelerator and tries to login;
  2. The Accelerator application redirects the visitor to the Salesforce storefront, more specifically to the login page powered by the VisualForce page (called "SiteLogin");
  3. The visitor fills the login form;
  4. If the previous step goes well -  hence user credentials are accepted - the visitor gets redirected to a temporary page called "SitePostLogin". This page is mainly responsible for creating a temporary token. This is stored in the Salesforce platform cache. Eventually the visitor is redirected back to the Accelerator application. The redirection also includes the token just issued, as a parameter of the redirect URL;
  5. The HST component responsible for the federated login receives the token and initiates the token validity check;
  6. The token validation is handled by the SitePostLogin controller (the same one used in step 4);
  7. A validation result will be sent back to the server side component. If the validation succeeds, the response will also include the details of the authenticated user.

Once the login process is over, the Accelerator application temporarly stores that authenticated user data. This data is used for every user-specific request, by sending the related ccrz-context parameter as part of the header.   

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