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rima khanrima khan 

E-Commerce Integration


I'm investigating how to integrate an online store with salesforce.
I'm wondering, best practices, where the data should reside in salesforce.
Once an order is placed in the online store, how is it represented. Would it create a closed opportunity with opportunity products as the line items?
Perhaps a separate Received payment object (custom?) in case of multiple/partial payments (not sure this is a requirement)
I noticed there is an standard order object that can be activated. Is this the area I should be investigating.

I'd love some insight into the overall object model, preferably using as much standard salesforce as is available.
Further down the road donations, and other form based 'sales' would also need to be tracked, some including $0 items if that matters.

Basically if you had a green field how would you proceed.
Best Answer chosen by rima khan
KrishnaAvvaKrishnaAvva
Hi Rima,

Enabling Standard Order object would be a good start.
First question would be - Where would be the system of record - eCommerce Application (assuming it has its own DB) or Salesforce?
Next Integration mechanisms - If you need the orders to flow from ecom to SF overnight (Ans : ETL). Real Time ? (SOAP/REST Integrations). Need confirmation back to eComm App from SF (API's).

I assume you are integrating the order AFTER it is completed in Ecomm application, there would not be any purpose of Opportunities then.
I think u can easily start DESIGNING your solution with Accounts, Contacts, Opportunities and Orders as of now. As and when you start building the Process/Data Flow Diagrams you will end up having more questions.

Regards,
Krishna Avva

All Answers

KrishnaAvvaKrishnaAvva
Hi Rima,

Enabling Standard Order object would be a good start.
First question would be - Where would be the system of record - eCommerce Application (assuming it has its own DB) or Salesforce?
Next Integration mechanisms - If you need the orders to flow from ecom to SF overnight (Ans : ETL). Real Time ? (SOAP/REST Integrations). Need confirmation back to eComm App from SF (API's).

I assume you are integrating the order AFTER it is completed in Ecomm application, there would not be any purpose of Opportunities then.
I think u can easily start DESIGNING your solution with Accounts, Contacts, Opportunities and Orders as of now. As and when you start building the Process/Data Flow Diagrams you will end up having more questions.

Regards,
Krishna Avva
This was selected as the best answer
rima khanrima khan
First question would be - Where would be the system of record - eCommerce Application (assuming it has its own DB) or Salesforce?
Next Integration mechanisms - If you need the orders to flow from ecom to SF overnight (Ans : ETL). Real Time ? (SOAP/REST Integrations). Need confirmation back to eComm App from SF (API's).

I assume you are integrating the order AFTER it is completed in Ecomm application, there would not be any purpose of Opportunities then.
I think u can easily start DESIGNING your solution with Accounts, Contacts, Opportunities and Orders as of now. As and when you start building the Process/Data Flow Diagrams you will end up having more questions.

Regards,
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