Steps in the screenshots correspond to the numbers in the headings.
As we have mentioned before, there are integrations that consistently run back and forth between eCommerce and Salesforce. Anytime that information is updated on an eCommerce related account in Salesforce, it will be updated in eCommerce as well.
In our example, we are going to be working with the Sefton Services Inc. Training account in Salesforce. Currently it only has one contact associated with the account in Salesforce: Eric Sefton. We will add a contact of Nita Sefton and see how that flows through to eCommerce.
Let's begin by looking at the Sefton Services account in Salesforce.
1. Log into Salesforce.
2. From the menu bar, click on accounts.
3. Using the search, find the Sefton Services, Inc Training Account. Click to enter the account.
4. Scroll down until you see contacts.
5. Click NEW.
6. The contact type defaults to master.
- Enter the first name and last name.
- Required information is marked with a Red Asterisk.
7. Fill in the remainder of the information. Be sure to change the Contact Status to Active.
8. Enter the email address.
9. Enter the email address again in the eCommerce user id.
- Both email addresses are very important. They usually are the same, but at the very least, the eCommerce User ID should contain the email address that will be used to access the ATS Store.
- If the Customer does not sign in before placing the order in the ATS Store, the email addresses on the contact record are used to associate the order to the person/account in Salesforce.
10. As you started out on the Account, the address will default in. You can change this if necessary.
11. If you want to, you can complete the rest of the marketing contact information.
12. Once you have finished, click Save.
13. If the customer goes to place an order in the ATS store, and doesn't sign in, the system will associate the order to this contact and account AFTER the order has been processed.
This means that if the customer is entitled to a discount, she will NOT get it unless she creates an account and logs in to the eCommerce store.
We want to encourage customers to always set up an an account in the ATS store. This will allow them to self-service, and to see their discounts and pricing options available (including Pay by PO, Ship on My Account, Tax Exempt, etc.)
All that needs to be done to register her account would be to add a password.
- To see the pricing structure in Salesforce, go to Accounts, Search for the account, go to details, scroll down to confirm information under the Quoting Information & Account Status sections.
You can see that as the record is adjusted in either the online store or in Salesforce, a history of the updates are being tracked under the Contact History tab.
- In Salesforce, go to Contacts, find the contact, click Related and scroll down to find the Contact History.
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