This guide will walk you through connecting your Salesforce Commerce Cloud store to Billy Grace. By connecting your store to Billy Grace, you will get insights into extra metrics like:
New Customers
Returning Customers
New Customer Revenue
Returning Customer Revenue
Customer Lifetime metrics
Syncing the total number of orders also increases tracking and attribution accuracy.
Step 1: Connect Salesforce Commerce Cloud
Navigate to Integrations and search for the E-commerce & CRM integration.
Navigate to E-commerce - Salesforce Commerce Cloud
Here we expect multiple fields:
For the Salesforce cloud connection, we need the client ID and client secret (password). The instructions to create this can be found here. You need to follow the steps for 'Create an API client' from steps 1 to 14 and then share the client ID and client secret (password) in the above fields. In step 10.2 (allowed scopes), you can enter the following scopes:
sfcc.catalogs
sfcc.inventory.availability
sfcc.inventory.reservations
sfcc.orders
sfcc.products
sfcc.promotions
Please note that a developer is required to set up the API client.
Step 2: Add Permissions to your OCAPI client ID.
Go to SalesForce Cloud → Administration > Site Development > Open Commerce API Settings
Here, you will configure data and shop permissions, using the json below.
To set-up this configuration, a call between a developer from your company and a developer from Billy Grace is required. You can send an email to onboarding@billygrace.com to make an appointment.
Remember to replace the client ID in the example with your own newly created client ID. This will assign the permissions to your client.
sfc-data.json:
{
"_v": "18.1",
"clients": [
{
"client_id": "TO-FILL-IN",
"resources": [
{
"methods": [
"get"
],
"read_attributes": "(**)",
"write_attributes": "(**)",
"resource_id": "/sites"
},
{
"methods": [
"get"
],
"read_attributes": "(**)",
"write_attributes": "(**)",
"resource_id": "/sites/*/locale_info/locales"
},
{
"methods": [
"get"
],
"read_attributes": "(**)",
"write_attributes": "(**)",
"resource_id": "/catalogs"
},
{
"methods": [
"get"
],
"read_attributes": "(**)",
"write_attributes": "(**)",
"resource_id": "/catalogs/*/categories"
},
{
"methods": [
"get"
],
"read_attributes": "(**)",
"write_attributes": "(**)",
"resource_id": "/inventory_lists"
},
{
"methods": [
"get"
],
"read_attributes": "(**)",
"write_attributes": "(**)",
"resource_id": "/inventory_lists/*/product_inventory_records"
},
{
"methods": [
"get"
],
"read_attributes": "(**)",
"write_attributes": "(**)",
"resource_id": "/products/*"
},
{
"methods": [
"get"
],
"read_attributes": "(**)",
"write_attributes": "(**)",
"resource_id": "/code_versions"
},
{
"methods": [
"patch",
"delete"
],
"read_attributes": "(**)",
"write_attributes": "(**)",
"resource_id": "/code_versions/*"
},
{
"methods": [
"post"
],
"read_attributes": "(**)",
"write_attributes": "(**)",
"resource_id": "/jobs/*/executions"
},
{
"methods": [
"get"
],
"read_attributes": "(**)",
"write_attributes": "(**)",
"resource_id": "/jobs/*/executions/*"
},
{
"methods": [
"post"
],
"read_attributes": "(**)",
"write_attributes": "(**)",
"resource_id": "/sites/*/cartridges"
}
]
}
]
}
sfc-shop.json:
{
"_v": "18.1",
"clients": [
{
"client_id": "TO-FILL-IN",
"resources": [
{
"methods": [
"get"
],
"read_attributes": "(**)",
"write_attributes": "(**)",
"resource_id": "/products/*"
},
{
"methods": [
"get"
],
"read_attributes": "(**)",
"write_attributes": "(**)",
"resource_id": "/products/*/variations"
},
{
"methods": [
"get"
],
"read_attributes": "(**)",
"write_attributes": "(**)",
"resource_id": "/products/*/prices",
"config": {
"product.prices.price_book_ids": "usd-sale-prices,usd-list-prices,eur-sale-prices,eur-list-prices,gbp-sale-prices,gbp-list-prices"
}
},
{
"methods": [
"post"
],
"read_attributes": "(**)",
"write_attributes": "(**)",
"resource_id": "/baskets"
},
{
"methods": [
"post"
],
"read_attributes": "(**)",
"write_attributes": "(**)",
"resource_id": "/orders"
},
{
"methods": [
"post"
],
"read_attributes": "(**)",
"write_attributes": "(**)",
"resource_id": "/order_search"
},
{
"methods": [
"get"
],
"read_attributes": "(**)",
"write_attributes": "(**)",
"resource_id": "/orders/*/notes"
}
]
}
]
}
Fetch your Site ID and Hostname.
Go to Administration > Sites > Manage Sites.
Here you can fetch the Site ID and Business Manager Hostname to use.
After you filled in the credentials, press Connect your data and we will start the sync. Depending on the amount of data, this can take up to one day.