Salesforce Nexternal Commerce Connector Configuration...
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11/15/12 Page 1 of 22 11/15/12 Salesforce/Nexternal Commerce Connector Configuration Guide Initial Setup After installing the Nexternal Commerce Connector from the Salesforce AppExchange you will need to make two adjustments to your Salesforce account settings: 1. Add the Nexternal tab to your Salesforce account page. 2. Add a Remote Site Setting to enable the Commerce Connector to download information from your Nexternal storefront. Prior to performing the initial import from you Nexternal storefront please review the Importing Your Orders section to make sure the import dates have been set (or reset, if you have been testing the addin before installing it in your production Salesforce environment), along with the What Happens During An Import section and the Advanced Configuration section below to ensure the import process won't conflict with any existing information you have entered into Salesforce. Add the Nexternal Tab Click on the tab at the far right of your Salesforce account page to display the All Tabs configuration settings. Click on the button to display the Customize My Tabs configuration settings. Select the Nexternal tab from the list of available tabs, then click the button to add the Nexternal Commerce Connector to your list of Selected Tabs and to save your configuration.
Transcript of Salesforce Nexternal Commerce Connector Configuration...
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Salesforce/NexternalCommerceConnectorConfigurationGuide InitialSetup
AfterinstallingtheNexternalCommerceConnectorfromtheSalesforceAppExchangeyouwillneedtomaketwoadjustmentstoyourSalesforceaccountsettings:
1.AddtheNexternaltabtoyourSalesforceaccountpage.2.AddaRemoteSiteSettingtoenabletheCommerceConnectortodownloadinformationfrom
yourNexternalstorefront.PriortoperformingtheinitialimportfromyouNexternalstorefrontpleasereviewtheImportingYourOrderssectiontomakesuretheimportdateshavebeenset(orreset,ifyouhavebeentestingtheaddinbeforeinstallingitinyourproductionSalesforceenvironment),alongwiththeWhatHappensDuringAnImportsectionandtheAdvancedConfigurationsectionbelowtoensuretheimportprocesswon'tconflictwithanyexistinginformationyouhaveenteredintoSalesforce.
AddtheNexternalTabClickonthe tabatthefarrightofyourSalesforceaccountpagetodisplaytheAllTabsconfigurationsettings.
Clickonthe buttontodisplaytheCustomizeMyTabsconfigurationsettings.SelecttheNexternaltabfromthelistofavailabletabs,thenclickthe buttontoaddtheNexternalCommerceConnectortoyourlistofSelectedTabsand tosaveyourconfiguration.
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AddaRemoteSiteSetting
ClickontheSetuplinkatthetopofyourSalesforceaccountpage,thenopenAdministrationSetup>SecurityControlsandclicktheRemoteSiteSettingslink.
Clickthe button,andenterthefollowinginformationontheRemoteSiteEditpage,and tosaveyourconfiguration.
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ImportingYourOrders
BeforeyoucanimportyourstorefrontordersintoSalesforceyouwillneedtovisittheNexternalOrderManagementSystemandenabletheSalesforceCommerceConnectorunderSettings>CompatibleSoftware.PleasenotethattheexportstartingdatemighthavetoberesetbyeditingthedatedisplayedintheSyncStartDatecontrolifyouhavebeentestingtheSalesforceCommerceConnectorpriortoinstallingitinyourproductionSalesforceenvironment.Informationaboutwhichorders,customers,andproductshavealreadybeenretrievedfromyourstorefrontbytheNexternalCommerceConnectorisstoredontheNexternalservers.YoucanresetthisinformationbyloggingintoyourNexternalOrderManagementSystemandchangingtheSyncStartDateunderSettings>CompatibleSoftware>Salesforce.OncetheSyncStartDatehasbeenchangedyoucanlogbackintoSalesforceandclickthe buttontorestarttheimportfromtheSyncStartDateyouhaveselected.BydefaulttheNexternalCommerceConnectorwillinitiallysettheimportsynchronizationstartdatetocovertheprevioussixmonths'worthofordersinyourstorefront.Ifyouwouldliketochangethestartdatetoretrievemore(orless)ordersyoucandosofromtheNexternalOrderManagementSystem,underSettings>CompatibleSoftware>Salesforce.
NotethatthepercentageofestimatedstorageuseisaveryroughapproximationoftheactualamountofstoragethatwillbeusedbyyourinitialimportintoyourSalesforceaccount.Thecalculationisbasedonanestimated20MBofstorageperSalesforceaccount;theactualamountofstoragespaceyouhavewilldependontheSalesforceEditionyouareusing.YoucancheckthestoragelimitfromyourSalesforceaccountSetuppageandadjustthepercentagesaccordingly.
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RememberthatmostSalesforceeditionscomewithafixedamountofstoragespace,andanyordersyouimportwillhavetosharethatspacewithalloftheotherCRM-relatedtasksthatyouareperforming.Pleaseexerciseprudence(andcaution!)whenyouchoseasynchronizationstartdate.Bydefaultonlytheordersthatareflaggedas"Shipped"or"Sent"areexportedfromyourstorefront.Ifyouprefertoexportnew("Unshipped")ordersastheycomeintoyourstorefrontyoucanchangethe"Exportordersbasedon:"valueto"PurchaseDate".
OnceyouhaveconfiguredtheSalesforceCommerceConnectorsettingsintheNexternalOrderManagementSystemyou'rereadytobeingyourinitialimportfromyourSalesforceaccount.SignontoyourSalesforceaccount,selecttheNexternaltab,andenteryourNexternalAccountNameandyourNexternalloginandpasswordintheConnectionCredentialsfields.SelecttheSalesforceUseryouwouldliketoAssignasOwnerduringtheimportprocess,thenclick
tostartimportingtheorder,customer,andproductinformationfromyourstorefront.
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Onceyouhavecompletedtheinitialsynchronizationyoucanautomateallfutureimportsbyselectingthe checkbox.NotethattheEnableAutomaticUpdatescheckboxwillnotbedisplayeduntilafteryouhavecompletedyourfirstsuccessfulsynchronization!
WhatHappensDuringAnImport
TheNexternalCommerceConnectorisdesignedtousethestandardfieldsinyourSalesforceenvironmentforstoringtheinformationimportedfromyourNexternalstorefront.Theimportprocessitselfissequential(asectionofimporteddataisread,aSalesforcerecordiscreatedorupdatedandwrittenbacktotheSalesforcedatabase),anddoesnotuseany"event-driven"codingtocompleteanyoperations.WhendatafromyourNexternalstorefrontisimportedintoSalesforcethefollowingrelationshipswillbecreated.
• Ingeneral,anewNexternalcustomerrecordwillcreateanewSalesforceAccountrecordandanewSalesforceContactrecordthatisassociatedwiththeAccount.Theonlyexceptionstothisone-to-onemappingare:
o IfanexistingSalesforceAccount"AccountName"fieldmatchestheNexternalcustomerCompanynametheexistingSalesforceAccountrecordwillbeused,andtheNexternalcustomerwillbeaddedtotheAccountrecordasaSalesforceContact.
o IfanexistingSalesforceAccountcontainsaContactrecordthathasanemailaddressthatmatchestheNexternalcustomeremailaddresstheexistingSalesforceContactrecordwillbeused.
• ANexternalorderrecordwillcreateanewSalesforceOpportunityrecord.
• TheorderlineitemsintheNexternalorderrecordwillcreatenewSalesforce
OpportunityLineItemrecords,PricebookEntryrecords,andProduct2recordsthatareassociatedwiththeOpportunityrecord.
• AnyNexternalcustomeractivitieswillcreatenewSalesforceTaskrecords.Note:IfyouareusingtheNexternalFields.propertiesconfigurationfileasdescribedintheNexternalCustomFieldPropertiessectionthenodevalue(s)willbewrittentothefield(s)youhaveassignedinthepropertiesfile.TheNexternalCommerceConnectorisdesignedtoalwaystreatorders,customers,andproductsthatare
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importedfromtheNexternalstorefrontinthismannersothataone-to-onerelationshipbetweenthedataintheNexternalOrderManagementSystemandtheSalesforceenvironmentismaintained.PleaseseetheIssuesEncounteredDuringAnImportsectionbelowformoreinformation.TheNexternalCommerceConnectorwillalwaystrytopreserveanyexistingSalesforceAccountand/orContactinformation,evenifitmeansatechnicallyincorrectassignmentorassociationiscreatedduringtheimport.Forexample,assumethereisapre-existingSalesforceContactrecordforJohnDoewiththeemailaddress"[email protected]".AnorderfromJaneSmithisimportedfromyourNexternalstorefrontthathastheemailaddress"[email protected]".Aftertheimporttheorder(SalesforceOpportunity)willbeassociatedwithJohnDoe.ASalesforceContactrecordforJaneSmithwillnotbecreated,andthecustomerinformationforJaneSmithwillnotoverwritetheSalesforceContactinformationforJohnDoe.Note:IfyouaregoingtomergecustomersinyourNexternalstorefront,alwaystrytomergetherecordsintoanexistingSalesforceContactrecordthathasalreadybeenimportedbytheNexternalCommerceConnectorandassigneda"Nexternal"LeadSourcevalue.
IfyouhavedifferentrequirementsfordataimportedintoyourSalesforceenvironmentpleasecontactyourNexternalAccountManager.Wecanprovidethesourcecodefortheaddintoyourdeveloperor
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consultantsothattheycantailortheimportprocesstomeetyourneeds.
TheImportedDataTheimportcomesintotheNexternalCommerceConnectorasanXMLdocument,andcertainfieldsinthedocumentareusedbytheaddintopreventduplicaterecordsfrombeingcreatedinyourSalesforceaccount.AnexampleoftheNexternalSalesForceReplyislocatedinyourStaticResourcesarea(SalesforceSetup>AppSetupSection>Develop>StaticResources)underthenameSalesforceReply,andcanbeusedasareferenceforthefieldsdescribedbelow.<AccountID>NexternalstorefrontnumbercombinedwiththeNexternalcustomernumber(e.g.1362-1084).ThevalueintheAccountIDnodeiswrittentotheSalesforceAccount.AccountIdfield,andisusedtofindexistingNexternalcustomersthathavebeencreatedduringapreviousimport.IfthisfieldischangedorremovedanewSalesforceAccountrecordwillbecreatedthenexttimethecustomernumberispartofanimport.Therearetwoexceptionstothiscondition:
(1) Ifthevalueinthe<Account><Company>nodematchesanexistingSalesforceAccount.NamefieldandtheAccount.AccountIdfieldcontainsaNexternalcompanyidentifier(a"C"followedbyanintegernumber)thematchingAccountrecordwillbeused,andanewContactrecordwillbecreated(oranexistingrecord,asperexception(2)below,willbeused).
(2) IfamatchingAccountrecordisn'tfoundasecondarysearchwillbeperformedforanySalesforceContactrecordsthathaveaContact.Emailfieldthatmatchesthevaluecontainedintheimported<Account><EMail>node.IfamatchisfoundtheSalesforceAccountrecordassociatedwiththematchingContactrecordwillbeusedinstead.
AmodifiedversionoftheAccountIDnodeisalsousedintheSalesforceContact.LeadSourcefieldtoidentifyContactrecordsthathavebeencreatedduringanimportand/orassociatedwithanexistingSalesforceContactrecordduringanimport.IftheContact.LeadSourcefieldischangedorremovedanewSalesforceContactrecordwillbecreatedthenexttimethecustomernumberispartofanimport(oranexistingrecord,asperexception(2)above,willbeused).
<OpportunityID>NexternalstorefrontnumbercombinedwiththeNexternalordernumber(e.g.1362-4148).ThevalueintheOpportunityIDnodeiswrittentotheSalesforceOpportunity.Namefield,andisusedtofindexistingNexternalordersthathavebeencreatedduringapreviousimport.IfthisfieldischangedorremovedanewSalesforceOpportunityrecordwillbecreatedthenexttimetheordercustomernumberispartofanimport.TheOpportunityIDnodevalueisalsousedtoassociatetheSalesforceOpportunitywithoneormoreSalesforceOpportunityLineItemrecords(OpportunityLineItem.OpportunityId),oneormoreSalesforce
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Taskrecords(Task.WhatId),andwiththeSalesforceContactthatplacedtheoriginalorderintheNexternalstorefront(OpportunityContactRole.OpportunityId).
<LineItemID>NexternalstorefrontnumbercombinedwiththeNexternallineitemnumber(e.g.1362-2174).ThevalueintheLineItemIDnodeiswrittentotheSalesforceOpportunityLineItem.Descriptionfield,andisusedtofindexistingNexternalorderlineitemsthathavebeencreatedduringapreviousimport.TheLineItemIDnodevalueisalsousedtoassociatetheSalesforceOpportunitywithoneormoreSalesforceOpportunityLineItemrecords.
<ProductCode>NexternalstorefrontnumbercombinedwiththeNexternalproductnumber(e.g.1362-32218).Iftheproducthasaproduct-levelSKUvaluedefinedtheSKUvaluewillbeusedinsteadoftheproductnumber(e.g.1362-ff062).Iftheproductisagiftcertificatethegiftcertificatecodewillbeused(e.g.1362-fisher2320).Note:Ifthe"UseSKULevelCode"keyissetto"true"intheNexternalFields.propertiesconfigurationfiletheindividualSKU-levelitemsfromyourstorefrontorderswillbeusedtocreateProductrecordsonSalesforce.PleasecontactyourNexternalAccountManagerforadditionalinformationaboutthissetting,asitmightnotbesuitableforusewithyourstorefront.ThevalueintheProductCodenodeiswrittentotheSalesforceProduct2.ProductCodefield,andisusedtofindexistingNexternalproductsthathavebeencreatedduringapreviousimport.IfthisfieldischangedorremovedanewSalesforceProduct2recordwillbecreatedthenexttimetheproductnumberispartofanimport.TheProductCodenodevalueisalsousedtoassociatetheSalesforceOpportunityLineItemwithaSalesforceProduct2recordviatheSalesforcePricebookEntryrecord.Note:DonotchangeoralterthePricebookinformationforproductsimportedintoSalesforcefromyourNexternalstorefront.NexternalproductsneedtobeassociatedwiththeSalesforceStandardPricebook.NotethatchangingtheProductCodevalueafteranimportmightresultinreassignmentofanyexistingSalesforcelinkagesbetweennewandexistingOpportunityLineItemsandlossofthePricebookEntryrecordlinkages.
TheImportProcess
AftereachbatchofdataisimportedtheinformationwithintheXMLdocumentisparsedandprocessedasfollows.NotethateachstepbelowwillusetheinformationdescribedinTheImportedDatasectiontoretrievepre-existingrecordsifpossible,andtheSalesforcerecordsthatarecreatedorupdatedduring
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eachsteparecommittedtotheSalesforcedatabasebeforeproceedingtothenextstep.
(1) The<Account>nodeisselected,andaSalesforceAccountrecordisretrievedorcreated.(2) All<Product>nodeswithinthe<Account>nodeareselected,andSalesforceProduct2recordsare
retrievedorcreated.(3) All<Opportunity>nodeswithinthe<Account>nodeareselected,andSalesforceOpportunity
recordsareretrievedorcreated.The<Product>nodesarereselectedsothatarelationshipbetweentheOpportunityandtheProduct2recordscanbeestablishedviatheSalesforcePricebookEntryrecord.
(4) All<OpportunityLineItem>nodeswithinthe<Account>nodeareselected,andSalesforceOpportunityLineItemrecordsareretrievedorcreated.The<Opportunity>and<Product>nodesarereselectedsothatarelationshipbetweentheOpportunityLineItemandPricebookEntryrecordscanbeestablished.
(5) Theselected<Account>nodeisusedtoretrieveorcreateaSalesforceContactrecord,andtheContactrecordisusedtoestablishtherelationshipbetweentheAccountandtheContactviatheSalesforceAccountContactRolerecordandtherelationshipbetweentheContactandtheOpportunityviatheSalesforceOpportunityContactRolerecord.
(6) The<ActivityHistory>nodeisselected,andall<Activity>nodeswithinthe<ActivityHistory>nodeareaddedasSalesforceTaskrecords.
IssuesEncounteredDuringAnImportEachofthepreceedingstepsperformsanupdateonyourSalesforcedata,soifyouhaveanycustomtriggers,rules,filters,orthird-partyaddinsinyourSalesforceenvironmentthatare"listening"forchangeeventsonSalesforceobjectsyoumightencounterproblemsduetodatafields,dependencies,orrelationshipsthathaveyettobecreated.IfthisisthecasewestronglyrecommendthatyouinstalltheNexternalCommerceConnectortoyourSalesforceenvironmentsandboxandconductsometest-runsbeforeinstallingtheaddininyourproductionenvironment.InsomecasestheissuesyoumightencounterduringyourtestscanbemitigatedbycreatingcustomfieldsinyourSalesforceenvironmentandmappingoneormoreNexternalfieldstothesecustomfields.PleaseseetheAdvancedConfigurationsectionbelowformoreinformation.IfyouhaveanyofthesekindsofinteractionissueswiththeNexternalCommerceConnectorpleasecontactyourNexternalAccountManager.Wecanprovidethesourcecodefortheaddintoyourdeveloperorconsultantsothattheycantailortheimportprocesstomeetyourneeds.
ImportingMultipleStorefrontsIfdesired,theNexternalCommerceConnectorcanimportordersfrommultiplestorefrontsintoasingleSalesforceenvironment.Alloftheinformationrelatedtoanorder(e.g.Account,Contact,Opportunity,etc.)isimportedwithauniquestorefrontnumber,whichisusedtocreateuniquerecordsinyourSalesforceenvironment.
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TheonlyexceptiontothisbehaviourisforNexternalcustomerrecordsthathaveaCompanyname(seethe"CompanyField"optionsintheNexternalOrderManagementSystem>Customers>Types>EditCustomer&ActivityTypes(Page2)).IfthesameCompanynameisusedinmorethanoneofyourNexternalstorefrontsonlyoneCompany-typeSalesforceAccountrecordwillbecreatedandusedforallCustomers(SalesforceContacts)thatareimported.PleaseseeWhatHappensDuringAnImportformoreinformationabouthowCompanyAccountrecordsarecreated.Ifyouwanttoimportmultiplestorefrontsusingtheautomaticupdatefeature,eachofthestorefrontsmustbeconfiguredusingaseparateSalesforceLogin,sothatuniqueSalesforceCronTriggertaskscanbecreatedtomanagetheinformationrequiredbytheaddinwhenschedulinganimportforeachstorefront.Intheexamplebelow,twodifferentSalesforceUsers("FirstUser"and"SecondUser")haveloggedintoSalesforce,selectedthe"Nexternal"addintab,enteredtheConnectionCredentialsforaNexternaldemonstrationstorefront("fairway"and"winery"),andaftersuccessfullyperformingtheinitialsynchronizationtheyhavecheckedthe"Enableautomaticupdates"checkboxtocreatetwonewScheduledJobswithintheSalesforceenvironment.
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AdvancedConfiguration(Optional)
NexternalCustomFieldSettingsTheNexternalCommerceConnectorisdesignedtousethestandardfieldsinyourSalesforceenvironmentforstoringtheinformationimportedfromyourNexternalstorefront.IfyouhaveexistingCRMdataenteredintoyourSalesforceaccount,orifyouintendtousetheNexternalCommerceConnectorinconjunctionwithanotherSalesforceapplicationorAppExchangeaddin,youmightneedtocreateaNexternalCustomFieldsconfigurationfile.TheillustrationsbelowintheSalesforceObjectssectionoutlinetheSalesforceobjectsandstandardfieldsusedbytheNexternalCommerceConnector,andincludeabriefdescriptionofthestorefrontdatathatwillbeimportedintoeachfield.AnexampleoftheNexternalSalesForceReplyObject(XML)willbecopiedintoyourStaticResourcesarea(SalesforceSetup>AppSetupSection>Develop>StaticResources)underthenameSalesforceReplyduringtheinstallationoftheNexternalCommerceConnector,andcanbeusedasareferenceforthefieldsdescribedbelowintheNexternalResponseNodecolumns.Thesectionfollowingthisone,NexternalCustomFieldProperties,describesthecontentsoftheJava"properties"filethatcanbeusedtochangetheSalesforceobjectfield(s)whereyourNexternalinformationwillbestored.
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SalesforceObjects
SalesforceAccountObject
Nexternal Response Node Salesforce Object and
Field Description
Account/AccountID Account.AccountNumber Customer Number(1) Account/Company Account.Name Company Name(2) Account/Name Account.Name Customer Name Account/EMail Account.Site Email Address Account/Billing/Street Account.BillingStreet Billing Address Account/Billing/City Account.BillingCity Billing City Account/Billing/State Account.BillingState Billing State Account/Billing/Zip Account.BillingPostalCode Billing Zip Code Account/Billing/Country Account.BillingCountry Billing Country Account/Shipping/Street Account.ShippingStreet Shipping Address Account/Shipping/City Account.ShippingCity Shipping City Account/Shipping/State Account.ShippingState Shipping State Account/Shipping/Zip Account.ShippingPostalCode Shipping Zip Code Account/Shipping/Country Account.ShippingCountry Shipping Country Account/CustomerType Account.Type Customer Type(3) Account/Description Account.Description Age Verification(4) Account/Phone Account.Phone Phone Number
(1) IftheSalesforceAccount.Typefieldis"Residential"theSalesforceAccount.AccountNumberfield
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willcontaintheNexternalCustomerNumber.IftheSalesforceAccount.Typeis"Business"theSalesforce.AccountNumberfieldwillcontainanauto-generated(andauto-incremented)numericvalueprefixedwiththeletter"C".Thisauto-generatedvalueisusedbytheNexternalCommerceConnectortoqueryforandselect"Business"accountsthatcanbeusedastheparentAccountforoneormoreContacts.See(2)and(3)belowformoreinformationabouthowSalesforceAccountsandContactsareprocessed.
(2) IftheCompanyNamefieldinaNexternalCustomerrecordisempty(blank)theNexternal
CommerceConnectorwillcreateaSalesforceAccountandamatchingSalesforceContactusingtheNexternalCustomerrecord.BothSalesforceobjectswillbelabelledwiththeCustomerName.IftheCompanyNamefieldisnotemptytheNexternalCommerceConnectorwilltrytofindaSalesforceAccountthatmatchestheCompanyName,and,ifoneisfound,itwillcreateaSalesforceContactandattachittotheexistingSalesforceCompanyAccount.IfamatchingAccountisnotfoundanewSalesforceAccountbasedontheNexternalCustomerinformationwillbecreatedusingtheCompanyName,andanewSalesforceContactwillbecreatedandattachedtothenewSalesforceAccount.
(3) TheNexternalCustomerTypeisusedintheSalesforceAccountContactRole.Rolefield.Whena
newSalesforceAccountobjectiscreatedtheAccount.Typefieldissettoeither"Business"or"Residential",dependingonwhetherornotaCompanyNameisinvolved.
(4) IfAgeVerificationisenabledinthestorefrontOrderManagementSystemtheAgeVerification
FlagandAgeVerificationNotesarepassedtotheSalesforceAccount.Descriptionfield.Seealso:WhatHappensDuringAnImport
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SalesforceContactObject
Nexternal Response Node Salesforce Object and
Field Description
Contact/Name/LastName(1) Contact.LastName Customer Last Name Contact/Name/FirstName Contact.FirstName Customer First Name Contact/Mailing/Street Contact.MailingStreet Billing Address Contact/Mailing/City Contact.MailingCity Billing City Contact/Mailing/State Contact.MailingState Billing State Contact/Mailing/Zip Contact.MailingPostalCode Billing Zip Code Contact/Mailing/Country Contact.MailingCountry Billing Country Contact/Phone Contact.Phone Phone Number Contact/Email Contact.Email Email Address(2) Contact/LeadSource Contact.LeadSource Nexternal (Customer
Number)(3)
(1) NotethatinthisinstancetheNexternalResponseNodecolumnisamappingplaceholderforContact-levelinformationthatactuallycomesfromthe"Account/*"nodes.SeethenotesforSalesforceAccountObjectformoreinformation.
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(2) WhenaNexternalCustomerrecordisinitiallyimportedintoaSalesforceaccounttheNexternal
CommerceConnectorwillusetheContact/Emailnodetotryandfindamatching(pre-existing)SalesforceContact.IfthesameemailaddressisusedformorethanoneContact(ormorethanoneNexternalCustomer)onlythefirstmatchfoundwillresultinabindingbetweenthatspecificNexternalCustomerandthatspecificSalesforceContact;allsubsequentNexternalCustomerssharingthatemailaddresswillcreatenewSalesforceContactobjects.
(3) TheSalesforceContact.Leadsourceisusedtostorethesouceofthelead(yourNexternal
storefront)andtheNexternalCustomerNumber.Seealso:WhatHappensDuringAnImport
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SalesforceOpportunityObject
Nexternal Response Node Salesforce Object and
Field Description
Opportunity/OpportunityID Opportunity.Name Order Number Opportunity/CloseDate Opportunity.CloseDate Ship Date Opportunity/NextStep Opportunity.NextStep Payment Method and P.O.
Number Opportunity/StageName Opportunity.StageName Status (always "Closed
Won") Opportunity/Type Opportunity.Type Placed By Opportunity/LeadSource Opportunity.LeadSource Lead Source (always
"Nexternal") Opportunity/OrderDate Opportunity.Description(1) Creation Date Opportunity/OrderNet Opportunity.Description Net Price Opportunity/Coupon Opportunity.Description Coupon Discount(s) Opportunity/Discount Opportunity.Description Other Discount(s) Opportunity/Tax Opportunity.Description Tax Opportunity/Shipping Opportunity.Description Shipping Opportunity/Amount Opportunity.Description Total Price Opportunity/Comments Opportunity.Description Customer Comments
(1) NotethatthelasteightfieldsareconcatenatedandstoredintheOpportunity.Descriptionfieldbydefault.SeeNexternalCustomFieldPropertiesformoreinformation.
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SalesforceOpportunityLineItemObject
Nexternal Response Node Salesforce Object and Field Description OpportunityLineItem/Quantity OpportunityLineItem.Quantity Line Item Quantity OpportunityLineItem/ServiceDate OpportunityLineItem.ServiceDate Line Item Ship Date OpportunityLineItem/UnitPrice OpportunityLineItem.UnitPrice Line Item Unit Price OpportunityLineItem/LineItemID OpportunityLineItem.Description(1) Line Item Number OpportunityLineItem/ShipTo OpportunityLineItem.Description Line Item ShipTo
Address OpportunityLineItem/TrackingNo OpportunityLineItem.Description Line Item Tracking
Number
(1) NotethatthelastthreefieldsareconcatenatedandstoredintheOpportunityLineItem.Descriptionfieldbydefault.SeeNexternalCustomFieldPropertiesformoreinformation.
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SalesforceProduct2Object
Nexternal Response Node Salesforce Object and
Field Description
Product2/ProductName Product2.Name Product Name Product2/ProductCode Product2.ProductCode(1) Product Number Product2/Family Product2.Family Product Category Product2/Vendor Product2.Description(2) Product Vendor Product2/Description Product2.Description Product Description
(abbreviated)
(1) See<ProductCode>inTheImportedDataformoreinformationaboutalternativefieldvalues.(2) NotethatthelasttwofieldsareconcatenatedandstoredintheProduct2.Descriptionfieldby
default.SeeNexternalCustomFieldPropertiesformoreinformation.
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NexternalCustomFieldProperties
IfyouareusingtheNexternalCommerceConnectorwithabrandnewSalesforceaccount,andyourSalesforceaccountwillneverbeusedforanythingexceptimportingorder,customer,andproductinformationfromyourNexternalstorefrontintotheSalesforceCRM,then
YouDONOTneedtohaveaNexternalFields.propertiesfile!Pleasedonotproceedbeyondthispoint,andpleasedonotfollowanyofthestepsorproceduresoutlinedbelow!Theinformationinthissectionisintendedforanycombinationofthefollowing:
(1)CompaniesandusersthathaveanexistingSalesforceaccount,andthatSalesforceaccountalreadycontainsCRMdata.
(2)CompaniesandusersthataresigningupwithSalesforceandintendtouseadditionaladdinsfrom
theSalesforceAppExchangeincombinationwiththeNexternalCommerceConnectoraddin.(3)Companiesandusersthatalreadyareusingorwillbeusinganykindofprogrammingservice(s)to
modifytheirSalesforcedataand/orviews(e.g.triggers,rules,etc.).Thecontentofthenextsectionshouldbecopiedinitsentiretyandpastedintoaplain-ASCIItextfilenamedNexternalFields.properties.ThisistheconfigurationfileyouwillmodifyanduploadtotheStaticResourcesarea(SalesforceSetup>AppSetupSection>Develop>StaticResources)asNexternalFieldsifyouwanttocreateyourownCustomFieldsandusethemforstoringNexternaldata.Thepropertiesfileitselfservesasthedocumentationforwhatkindofchangescanbemade.RememberthatyoumustcreateyourSalesforceCustomfield(s)first,andthentransfertheCustomFieldsAPIName(s)totheSalesforceobjectfield(s)totherightoftheperiod.InformationaboutcreatingSalesforceCustomFieldscanbefoundintheForce.ComWorkbook(PDF)andHowdoIcreateacustomfield?(video).NexternalFields.properties#STARTOFPROPERTIES##Ingeneral,thekeysbelowrepresentnodesintheNexternalXMLresponseand#thevaluesrepresentSalesforceobjectsandfields.Thevaluewillbe'read'#fromtheXMLnodeasaString,convertedtotheappropriateSalesforcedata#type,andstoredintotheSalesforceobject.##(1)Valuesontheleft-handsideoftheequalsign(the'key')cannotbe
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#changedinanyway.ThesearethenodesintheXMLresponse,andareused#bytheNexternaladdintolocateandretrievedata.##(2)Valuesontheright-handsideoftheequalsign(the'value')represent#theSalesforceobjectandfieldwheredatafromtheXMLnodewillbe#stored.##(a)TheSalesforceobjectontheleft-handsideoftheperiod(e.g.#'Account.')CANNOTbechanged.#(b)TheSalesforceobjectfieldontheright-handsideoftheperiod#(e.g.'AccountNumber')CANbechangedtoacustomfieldthatyouhave#createdwithinyourSalesforceobject,butitisYOURRESPONSIBILITY#toensurethecustomfieldisoftheSAMESALESFORCEDATATYPEasthe#fielditwillreplace.ThefollowingSalesforceDisplayTypesare#currentlysupportedintheNexternaladdin:Currency,Date,Double,#Integer,String,andPickList.##(3)Thevaluesstoredinthefollowingnodescannotbealteredinanyway:##Account/AccountID#Contact/LeadSource#Opportunity/OpportunityID#OpportunityLineItem/LineItemID#Product2/ProductCode##TheinformationinthesefieldsisusedtoidentifyNexternalinformation#importedintoSalesforcesothatchangestoacustomer,order,orproduct#inyourNexternalOrderManagementSystemwillbeaccuratelyreflectedin#yourSalesforceaccount.##Alloftheaboveidentificationvalues(exceptforOpportunityLineItem/#LineItemID)mustbemappedtoaSalesForcefieldthatcontainsONLYthe#Nexternalrecordvalue,sothatSOQLqueriescanbeusedtoretrieve#SalesforcerecordsthatmatchtherecordsimportedfromyourNexternal#OrderManagementSystem.##(4)AlmostallSalesforceobjectshaverequiredfields.Forexample,theAccount#objectrequiresanentryfortheAccount.Namefield,soifyouchangethe#Account/NamenodetopointtoaSalesforcefieldotherthanAccount.Namethe#NexternaladdinwillwritethevalueofAccount/Nametoyourcustomfield#ASWELLAStheAccount.NamefieldtofulfilltheSalesforcerequirementfor#thatfield.##NotethattheaboveconditionwillonlybeappliedtoNEWSalesforceobjects#thatarecreatedbytheNexternaladdinduringanimport.#Account/AccountID=Account.AccountNumberAccount/Company=Account.NameAccount/Name=Account.Name
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Account/EMail=Account.SiteAccount/Billing/Street=Account.BillingStreetAccount/Billing/City=Account.BillingCityAccount/Billing/State=Account.BillingStateAccount/Billing/Zip=Account.BillingPostalCodeAccount/Billing/Country=Account.BillingCountryAccount/Shipping/Street=Account.ShippingStreetAccount/Shipping/City=Account.ShippingCityAccount/Shipping/State=Account.ShippingStateAccount/Shipping/Zip=Account.ShippingPostalCodeAccount/Shipping/Country=Account.ShippingCountryAccount/CustomerType=Account.TypeAccount/Description=Account.DescriptionAccount/Phone=Account.Phone##SalesforceContactrecordsarecreatedusingthechildnodesoftheAccount#containernodefromtheNexternalXMLresponse.#Contact/Name/LastName=Contact.LastNameContact/Name/FirstName=Contact.FirstNameContact/Mailing/Street=Contact.MailingStreetContact/Mailing/City=Contact.MailingCityContact/Mailing/State=Contact.MailingStateContact/Mailing/Zip=Contact.MailingPostalCodeContact/Mailing/Country=Contact.MailingCountryContact/Phone=Contact.PhoneContact/EMail=Contact.EmailContact/LeadSource=Contact.LeadSource#Opportunity/OpportunityID=Opportunity.NameOpportunity/CloseDate=Opportunity.CloseDateOpportunity/NextStep=Opportunity.NextStepOpportunity/StageName=Opportunity.StageNameOpportunity/Type=Opportunity.TypeOpportunity/LeadSource=Opportunity.LeadSource##ThedirectionsbelowapplytothefollowingsectionONLY.##Thevaluesforthenext8nodesarenormallycombinedintooneStringas#'key:value'pairsseparatedbylinefeedsandstoredintheOpportunity.#DescriptionfieldonSalesforce.Youcanchangeany(orall)ofthevalues#belowtostoretheXMLnodevalueinadifferent(orcustom)Salesforce#fieldwithintheOpportunityobject,andanyremainingnodesmappedto#Opportunity.DescriptionwillbecombinedintotheStringandstored.#Opportunity/OrderDate=Opportunity.DescriptionOpportunity/OrderNet=Opportunity.DescriptionOpportunity/Coupon=Opportunity.DescriptionOpportunity/Discount=Opportunity.Description
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Opportunity/Tax=Opportunity.DescriptionOpportunity/Shipping=Opportunity.DescriptionOpportunity/Amount=Opportunity.DescriptionOpportunity/Comments=Opportunity.Description#OpportunityLineItem/Quantity=OpportunityLineItem.QuantityOpportunityLineItem/ServiceDate=OpportunityLineItem.ServiceDateOpportunityLineItem/UnitPrice=OpportunityLineItem.UnitPrice##ThedirectionsbelowapplytothefollowingsectionONLY.##Thevaluesforthenext3nodesarenormallycombinedintooneStringas#'key:value'pairsseparatedbylinefeedsandstoredintheOpportunityLineItem.#DescriptionfieldonSalesforce.Youcanchangeany(orall)ofthevalues#belowtostoretheXMLnodevalueinadifferent(orcustom)Salesforce#fieldwithintheOpportunityLineItemobject,andanyremainingnodesmappedto#OpportunityLineItem.DescriptionwillbecombinedintotheStringandstored.#OpportunityLineItem/LineItemID=OpportunityLineItem.DescriptionOpportunityLineItem/ShipTo=OpportunityLineItem.DescriptionOpportunityLineItem/TrackingNo=OpportunityLineItem.Description#Product2/ProductName=Product2.NameProduct2/ProductCode=Product2.ProductCodeProduct2/Family=Product2.Family##ThedirectionsbelowapplytothefollowingsectionONLY.##Thevaluesforthenext2nodesarenormallycombinedintooneStringas#'key:value'pairsseparatedbylinefeedsandstoredintheProduct2.#DescriptionfieldonSalesforce.Youcanchangeany(orall)ofthevalues#belowtostoretheXMLnodevalueinadifferent(orcustom)Salesforce#fieldwithintheProduct2object,andanyremainingnodesmappedto#Product2.DescriptionwillbecombinedintotheStringandstored.#Product2/Vendor=Product2.DescriptionProduct2/Description=Product2.Description##AdditionalConfigurationSettings:ContactyourNexternalAccountManagerbefore#enablinganyofthefollowingconfigurationvalues.##UseSKULevelCode=true##ENDOFPROPERTIES
