đź“Ť Bolt Help / Products / Bolt Checkout Everywhere / Set Up Guides / SFCC Integration SFCC Integration Checkout Everywhere for Salesforce Commerce Cloud (SFCC). Page Contents Click to expand. To connect Checkout Everywhere with SFCC, you’ll need to create a unique Bolt user with permissions to read and write orders that are placed with given shipping and payment method, as well as grant access to said order and catalog resources in your SFCC account. The instructions below will walk you through creating that user and filling in the required information in your Bolt Merchant Dashboard. Before You Start This guide assumes you have already signed up for Checkout Everywhere, Bolt Checkout, or Bolt Ignite via our onboarding form. If you have not, please follow the instructions here or go straight to the form. Step 1: Configure Parameters You’ll need these parameters to connect your catalog and orders to Bolt systems in both your SFCC account and your Bolt Merchant Dashboard. You can find or generate them in your SFCC dashboard. Parameter Details HOST For example, https://rttz-012.dx.commercecloud.salesforce.com SITE_ID Found in SFCC Business Manager > Administration > Sites > Manage Sites. Copy the value found in the ID column. AGENT_USERNAME Must be generated in SFCC. AGENT_PASSWORD Must be generated in SFCC. CLIENT_ID Must be generated in SFCC. CLIENT_SECRET Must be generated in SFCC. API_VERSION For example, v21_8. SHIPPING_METHOD_ID For example, 001. Read more. PAYMENT_METHOD_ID Defaults to BOLT_BCE_INVOICE. Read more. ROOT_CATEGORY_ID (Optional) Configure if your value is something other than “root”. How to create the `CLIENT_ID` Click to expand. Go to SFCC Account Manager. Go to the API client Click “Add API Client” Enter the following values: Setting Value Display Name Bolt_BCE Password Generate a secure password. You can use following applications to generate a secure password such as 1password or Lastpass. Keep this password as you will have to share it with Bolt later. Organization Your own organization. Default Scopes Mail Allowed Scopes Empty Token endpoint Auth Method private_key_jwt Access Token Format JWT Save your work. You should now see the generated client information. Copy and use the API CLIENT_ID and password in future steps. How to configure the BCE agent client Click to expand. Creating an Agent Client allows access to necessary API endpoints (such as order price adjustments) as well as log into the Merchants console and validate the setup or even do most of the integration by ourselves. To configure the agent client: Go to the Account Manager site. Go to the “User” tab. Click “Add User”. Add dev@bolt.com as a user to your organization and assign it to the “Business Manager Administrator” role. About the `SHIPPING_METHOD_ID` Click to expand. While placing the order, Bolt must select one of the shipping method in the order placement payload so that it is accepted by the API. Shipping method should be agreed upon beforehand with Bolt and should follow the general limitations of Bolt Checkout Everywhere shipping methods: It must be a fixed-cost shipping method. Shipping method can have a threshold of free shipping. There should be a single shipping method for all inventory. This shipping method is applied to every product, regardless of the cart quantity or product category. About the `PAYMENT_METHOD_ID` Click to expand. Bolt Checkout Everywhere handles shopper interactions such as checkout, payment handling and refunds. No payment will happen through the merchant’s cart platform. A separate payment method needs to be used for orders placed automatically by Bolt, such that it requires no payment parameters. By default, Bolt refers to the payment method id=BOLT_BCE_INVOICE and uses it during basket creation (without any additional parameters), and such payment method must be preconfigured in the merchant system. If there’s another payment method id that should be used instead, a config value for custom PAYMENT_METHOD_ID needs to be defined. Step 2: Connect Order System & Product Catalog Placing these resource objects into your SFCC Shop and Data API settings types will: Connect your SFCC order processing flow with Bolt’s order placement systems, which will ensure your inventory and orders are up to date between both systems. Connect your catalog to Bolt’s systems, enables you to search and pull from your SFCC products to create Checkout Links. Go to Commerce API settings in SFCC administration. Select “Shop” from the dropdown menu called “Select Type”. Choose “Global (organization-wide)” from the Select Context drop down. Then, add the following "resources" object under the "client_id" object as shown below. { "_v": "{{API VERSION SUCH AS 22.10}}", "clients":[ { "client_id": "{{GENERATED IN CONFIGURATION PARAMETERS STEP}}", "resources": [ // Connects Orders { "resource_id": "/baskets", "methods": [ "post" ], "read_attributes": "(**)", "write_attributes": "(**)", "cache_time": 0, }, { "resource_id": "/orders", "methods": [ "post" ], "read_attributes": "(**)", "write_attributes": "(**)", "cache_time": 0, }, { "resource_id": "/orders/{order_no}", "methods": [ "get" ], "read_attributes": "(**)", "write_attributes": "(**)", "cache_time": 0, }, { "resource_id": "/order_search", "methods": [ "post" ], "read_attributes": "(**)", "write_attributes": "(**)", "cache_time": 0, }, // Connects Catalog { "resource_id": "/product_search", "read_attributes": "(**)", "write_attributes": "(**)", "cache_time": 0, "methods": ["get"] }, { "resource_id": "/products/**", "read_attributes": "(**)", "write_attributes": "(**)", "cache_time": 0, "methods": ["get"] } ] } ] } Then, select “Data” from the dropdown and add the following "resources" object under the "client_id" object as shown below. { "_v": "{{API VERSION SUCH AS 22.10}}", "clients":[ { "client_id": "{{GENERATED IN CONFIGURATION PARAMETERS STEP}}", "resources": [ // Connects Orders { "resource_id": "/orders/{order_no}/status", "methods": ["put"], "read_attributes": "(**)", "write_attributes": "(**)", "cache_time": 0 }, { "resource_id": "/orders/{order_no}/payment_status", "methods": ["put"], "read_attributes": "(**)", "write_attributes": "(**)", "cache_time": 0 }, // Connect Catalog { "resource_id": "/product_search", "read_attributes": "(**)", "write_attributes": "(**)", "cache_time": 0, "methods": ["post"] } ] } ] } Step 3: Enter Parameters and Store Information to Bolt Go to your Bolt Dashboard > Integrations and select Salesforce. Then, input the following information: Information Details Site URL Found in your SFCC account. Site ID Found in your SFCC account. Shipping Method ID Generated during Step 1. Payment Method ID Generated during Step 1. Client ID Generated during Step 1. Client Secret Generated during Step 1. Agent Username Generated during Step 1. Agent Password Generated during Step 1. Step 4: Set Up Payment Processor If you already have Bolt Checkout, Accounts, or Ignite set up, you can skip this step! If you’re new, follow the instructions in our Payment Processor articles to set up your specific payment processor. Step 5: Configure Your Checkout If you already have Bolt Checkout, Accounts, or Ignite set up, you can skip this step! If you’re new, follow the instructions listed below to configure your checkout: Enter store and support information. Add store logo. Other checkout settings as found in your dashboard. Step 6: Create your Checkout Links Go to the dashboard and follow the instructions found in our Create Checkout Links article to start using Checkout Everywhere.
