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Set up a connection to Salesforce B2B Commerce and D2C Commerce (Salesforce Order Management)

Tanisha Ray
Updated

Salesforce B2B Commerce and D2C Commerce enables businesses to create personalized digital experiences tailored for their business customers, streamlining the buying process and driving growth in the B2B sector, while the Salesforce D2C Commerce empowers brands to directly engage with consumers by offering personalized shopping experiences and driving sales through direct-to-consumer channels.

Set up a connection

This video demonstrates creating a Salesforce B2B Commerce and D2C Commerce connection.

After you start the connection, configure it in the Create connection panel and complete all of the required * authentication settings:

 

Setting

Instructions

Name your connection *

Enter a clear and distinguishable name. Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.

Subomain *

Enter your Salesforce account subdomain. For example, if your account URL is https://enterprise-computing-2623.my.salesforce.com, then enterprise-computing-2623 is the subdomain.

OAuth 2.0 client *

Select the OAuth 2.0 client that stores the client ID and client secret provided by Salesforce.

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How to retrieve the client ID and client secret

To add an OAuth 2.0 client and configure your credentials, click the plus (+) button. Click the edit ( edit.svg ) button to modify a selected OAuth 2.0 client. For more information, see Create an OAuth 2.0 iClient resource.

Tip

This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see OAuth 2.0 auth universal connector documentation.

How to retrieve the client ID and client secret

 

  1. Sign in to your Salesforce account.

  2. Click Settings.

  3. Click Open advanced setup.

  4. Navigate to Platform tools > Apps > App manager.

  5. Check Enable OAuth settings.

  6. In the Callback URL field, copy and paste the URI mentioned below depending on your instance:

    • For NA: paste https://integrator.io/connection/oauth2callback

    • For EU: paste https://eu․integrator.io/connection/oauth2callback

  7. Select the Scopes and check the below flows:

    • Require PKCE

    • Require secret for web server flow

    • Refresh token flow

    • Enable client credentials flow

    • Enable authorization code and credential

    • Enable refresh token rotation

  8. Click Save .

  9. Read the message and click Continue.

  10. Navigate to Apps > Connected apps > Manage connected apps.

  11. Select the App.

  12. From Client credentials flow, click Run as and select a User.

  13. Navigate to Apps, select the App, and click View.

  14. Click Manage consumer details.

  15. Copy the Consumer key (client ID).

  16. Copy the Consumer secret (client secret).

Additional references