B2B Checkout Flow Tasks

Many components create a working checkout flow. Use this list as you configure your checkout .

Complete these tasks to install, test, and configure a checkout.

  • Create an Org and install the checkout flow—Use an SFDX script to install and deploy a checkout flow to a scratch test org. Then save a copy of the installed and deployed checkout flow to create a customizable flow for your store.
  • Test the checkout flow—Log in as a buyer (a buyer, store items, and mock shipping and payment integrations are installed with the SFDX script) to explore the checkout journey.
  • Configure the Checkout component in Experience Builder—On the Checkout page, configure the Checkout component by choosing a flow.
  • Configure checkout using Flow Builder—Optionally, add, remove, or reorder sublfows, change a subflow from synchronous to asynchronous, or make other customizations.
  • Set the Security setting—For your cloned checkout flow, select System Context with Sharing-Enforces Record-Level Access.
  • Activate the flow—After you select the appropriate security setting, activate your flow.
  • Configure third-party integrations—Your checkout sample includes checkout integrations that require configuration. You can also replace these integrations, but doing so requires a developer to create custom integrations. Reference integration samples for tax, shipping, and payment are available in GitHub.
  • Map the checkout flow to your store—Using Developer Console, map the checkout flow to the store using the StoreIntegrationService object junction table. ServiceProviderType is a MappingProviderTypeEnum.

Although these elements aren’t required, they’re important checkout items that we recommend using.

  • Shipping address—To add addresses to your checkout flow, create them in your buyer account. Addresses can’t be added during checkout using the provided shipping component.
  • Inventory check—Use custom Apex to perform inventory checks to determine if your inventory meets the line item quantities.
  • Product pricing confirmation—Use the B2B pricing engine or add custom Apex to create a pricing strategy.
  • Shipping cost calculation—Use custom Apex to calculate shipping charges and connect to a third-party shipping service to determine the cost for each delivery group.
  • Tax cost calculation—Use custom Apex to calculate taxes per line item.
  • Cart summary—Provide a high-level summary of the prices, shipping, and taxes in the cart per delivery group. The limit is one cart per delivery group.
  • Payment collection information—Authorize the payment amount specified in the order summary.
  • Order confirmation—After converting a cart to an order, let buyers track their order and redirect to the order detail page for further action.

To enhance your checkout experience and provide for complex scenarios, such as third-party integrations or large carts, consider adding these flows.

  • Provide re-entrant checkout—Allow buyers to browse away from a checkout and return where they left off without losing previously entered data. The out-of-the-box flow provides a re-entrant checkout experience.
  • Add an asynchronous checkout process for long-running tasks—Allow buyers to browse away from the current checkout process or optionally close the browser tab without losing data. The Re-entrant checkout flow provides an asynchronous checkout experience.
  • Enhance order management—Export orders from Salesforce to an external ERP, including all order line items, taxes, line item adjustments, tax adjustments, and the payment summary.