Product Integration | Salesforce
Introduction
This article has been written to aide with setting up the Kornit X Product integration with the Salesforce Ecommerce platform. This This type of integration allows you to send products from the platform to Salesforce connected via the advanced settings of your product categories.
An existing account with Salesforce will be needed to enable this integration, without this the integration is not going to work, To enquire with using Salesforce Ecommerce please refer to the following link - Click Here
How To Prepare Categories For Integration Setup
The first step here is to locate the category of which you want to set this integration, naming the parent category "Salesforce Ecommerce Integration" would be a good starting point so its clear what the category is. To set the integration imply click the category and the menu below will be shown.
With the integrations simply click into the integrations and select "Salesforce Ecommerce" from the list as shown below.
We would advise creating a category structure exclusively for the product you are planning to send to Salesforce Ecommerce, with this sorting it will be easier within Platform to add products to the relevant categories. For more information on perfect category management within the Kornit X platform please refer to this article - Click Here
Details Needed To Enable Integration
Before the integration has been properly enabled you must enter the following details listed below. These details will be available from your Salesforce Ecommerce account and must match this within the settings.
- Client ID
- Client Password
- Hostname
- Site ID
- User Login
- User Password
Once these details have been added, simply save the integration and this will be saved. There are additional settings that can be enabled, we have detailed the meaning behind each one in the below table.
Setting Option | Setting Option | Description |
Email Errors To | Input Field | This input field should have an email added as this will notify that email account whenever any errors can be found within this integration and any products that will not be accepted into the Salesforce domain. |
Start Timestamp | Input Field | When enabled this option will be updated with the current date and time of the integration in the YYYY-MM-DD-T00:00 format. This can be set manually if preferred. |
Last Run At | Input Field | With the current date and time set in the start timestamp a number can be ran here that will look through the products within the platform to ensure they are added into Salesforce. |
Last Run Offset | Input Field | You can set a last run offset for products added any setting a starting row in a result set. For more information on offsets please refer to the following salesforce article linked here - Link. |
Product Owner | Dropdown | By default product owner is set to "All Companies" but here you can specify the owner of the products. For example you may have product ranges split by retailers that need to be verified here. Please note that the owner must match on the products in the category otherwise this will fail. |
Supplier Company | Dropdown | Same as the Product Owner, the supplier of the products can be set here but by default this will be set to "All Companies". |
Stock Buffer Size | Input Field | Here a buffer can be set to take an item off sale on Salesforce, by setting a buffer of "5" for example when this stock is hit the products will be taken off sale, meaning there will never be a chance that items are sold without checking the stock online. By default this is set to 0 so if this is something you want used we highly recommend setting a number between 1 and 5. |
For more details on how to set the Salesforce Marketplace integration, please refer to this Salesforce documentation here. Related Articles
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