B2B Checkout Subflows

Each B2B checkout flow contains subflows Working with subflows makes it easier to move, delete, or change steps. Some of the subflows are screen flows, which require input from, or display information to, the buyer. Other subflows are system flows, which complete actions that make your checkout work.

  • Shipping Address—Requires buyer input to determine the shipping address. Addresses are pulled from the buyer account.
  • Checkout Summary—Redirects the user to the Checkout Summary component, which outlines the total cart cost, prices, taxes, and shipping information.
  • Payments and Billing Address—Requires buyer input to determine the billing address and payment method. Addresses are pulled from the buyer account. The component in the browser integrates with the Salesforce Payments API to provide payment authorization services.
  • Order Confirmation—Redirects the user to the Order Confirmation component, which outlines the final order details, prices, taxes, and shipping charges. Checkout is complete at this point.
  • Error—Presents errors to the buyer and then redirects to the cart to resolve those errors. If the buyer reaches this point, the checkout is complete with errors. To complete the checkout as intended, the user must cancel the checkout and start again from the beginning.
  • Inventory—Triggers a check inventory request for each cart line item. Executing this step updates CartCheckoutSession.BackgroundOperation and CartCheckoutSession.IsProcessing and redirects the flow to the Wait Screen.
  • Confirm Price—Triggers a price check request for each cart line item. Executing this step updates CartCheckoutSession.BackgroundOperation and CartCheckoutSession.IsProcessing and redirects the flow to the Wait Screen.
  • Shipping Costs—Triggers a request to calculate shipping costs for each cart delivery group. Executing this step updates CartCheckoutSession.BackgroundOperation and CartCheckoutSession.IsProcessing and redirects the flow to the Wait Screen.
  • Taxes—Triggers a request to calculate taxes for each cart line item. Executing this step updates CartCheckoutSession.BackgroundOperation and CartCheckoutSession.IsProcessing and redirects the flow to the Wait Screen.
  • Cart to Order—Converts a cart to an order in Draft state, pending activation. Executing this step updates CartCheckoutSession.BackgroundOperation and CartCheckoutSession.IsProcessing and redirects the flow to the Wait Screen. CartCheckoutSession.OrderId is populated with the ID of the created order. You can extend your checkout flow to update order fields after the Cart to Order step.
  • Activate Order—Activates an order previously created in Draft state. Executing this step updates CartCheckoutSession.BackgroundOperation and CartCheckoutSession.IsProcessing and redirects the flow to the Wait Screen.

Subflows allowed in the Checkout Flow include:

  • FlowProcessType.Flow
  • FlowProcessType.AutoLaunchedFlow
  • FlowProcessType.CheckoutFlow

The Cart to Order and Activate Order subflows run synchronously by default. To run these actions asynchronously, change the Run Asynchronously parameter from within the flow.