Configure Salesforce Commerce Cloud Connector Orders Module

The Salesforce Commerce Cloud Order Data Imports Connector lets you import your order data from Salesforce Commerce Cloud into Bronto.

About this task

Once your order data is in Bronto you can use it when sending transactional or marketing messages. If you import orders with a processed status, you can also view RFM metrics related to your orders within Bronto.

Procedure

  1. Go to Settings > Integrations > Connector.
  2. Locate the connector you want to work with and click its Edit link.
  3. Click Orders.
  4. Set Enable Connection to Yes.
  5. To set the import schedule:
    1. Select how often you want imports to run from the Frequency list.

      By default, imports are run in 1,000 record batches, so the frequency also determines the maximum number of records Bronto will attempt to import in a day. For example, if you set Frequency to Daily, the maximum number of record imports in a day will be 1,000. Inversely, if you set Frequency to once every hour, the maximum number of imports is 24,000 per day.

    2. Optional: If you selected Minute Intervals, select a number of minutes from the Import Every list.

      For example, if you select 30, imports will run every 30 minutes. We recommend 1 minute for the initial sync, and 15 minutes after that.

    3. Set a Start Time.
    4. Set an End Time.

      If you selected daily, you will not see an option to set an End Time.

    5. In the Days section, select which days of the week you want imports to run.

      If a day box has a check mark, the import will run on this day at the interval frequency you set.

  6. Add the Salesforce Commerce Cloud order statuses you want to import to the Orders to Import box. By default, Completed, New, and Open order statuses are included. Orders that have a status that matches any of these statuses will be imported. You should check in Salesforce Commerce Cloud to see if you are using any additional order statuses. If you're using a 3rd party fraud prevention service or payment service like PayPal, it is very likely that you have an additional order status.

    An order status can be removed from the list by clicking the icon on a status.

  7. Select the Salesforce Commerce Cloud order status you want used to determine that an order should be removed from Bronto from the Orders to Delete list. Cancelled is selected by default because it is the most common order statuses used by Salesforce Commerce Cloud. Example other statuses include Refunded, Rejected or Declined. Orders that have a status that matches any of these statuses will be skipped for import or deleted from Bronto's order table if an order status changed to a matching status set for deletion.

    You might want to remove an order from Bronto in order to clean up your RFM metrics. An order status can be removed from the list by clicking the icon on a status.

  8. Select the Salesforce Commerce Cloud Confirmation Status that an order must have for it to be imported. The order must match both an Orders to Import status and the Confirmation Status.
  9. Select whether you want imported orders to have a Pending or Processed status in the Bronto Order Status list.

    This option is only available if your account uses order service. Bringing orders in as Processed will include the order totals in the RFM metrics and trigger any active workflows that begin with the Order Is Added trigger node. If set to Pending the RFM metrics will not be calculated for these orders until they are marked as Processed.

  10. Select whether you want to import the Salesforce Commerce Cloud Long Description or Short Description from the Product Description list. Bronto only stores one description field so you must select which one you want to use in Bronto.
  11. Enter the Salesforce Commerce Cloud image type you want to import and use as the Bronto image in the Image View Type box. You must select an image size that matches a configured image size in Salesforce Commerce Cloud. medium is the default but you should use the image size that works best for you.

    If you use Salesforce Commerce Cloud's Dynamic Imaging Service (DIS), refer to the Advanced Options.

    If you’re using a 3rd party CDN for product images, the connector will not support images natively, but additional development work can be done in Salesforce Commerce Cloud to accommodate the 3rd party CDN

  12. If you want to map a Salesforce Commerce Cloud order line item attribute to Bronto's Other order field: select the line item attribute from the Other Field list.
    1. Click Select.
    2. Click on the Salesforce Commerce Cloud product field you want to map in the list.
    3. Click Confirm.
  13. When you have finished configuration for all of the import settings on the Orders page, click Save Changes.