To connect Checkout Everywhere with SFCC, you’ll need to create a unique Bolt user with permissions to read and write orders that are placed with given shipping and payment method, as well as grant access to said order and catalog resources in your SFCC account. The instructions below will walk you through creating that user and filling in the required information in your Bolt Merchant Dashboard.
Before You Start
This guide assumes you have already signed up for Checkout Everywhere, Bolt Checkout, or Bolt Ignite via our onboarding form. If you have not, please follow the instructions here or go straight to the form.
Step 1: Configure Parameters
You’ll need these parameters to connect your catalog and orders to Bolt systems in both your SFCC account and your Bolt Merchant Dashboard. You can find or generate them in your SFCC dashboard.
| Parameter | Details |
|---|---|
HOST |
For example, https://rttz-012.dx.commercecloud.salesforce.com |
SITE_ID |
Found in SFCC Business Manager > Administration > Sites > Manage Sites. Copy the value found in the ID column. |
AGENT_USERNAME |
Must be generated in SFCC. |
AGENT_PASSWORD |
Must be generated in SFCC. |
CLIENT_ID |
Must be generated in SFCC. |
CLIENT_SECRET |
Must be generated in SFCC. |
API_VERSION |
For example, v21_8. |
SHIPPING_METHOD_ID |
For example, 001. Read more. |
PAYMENT_METHOD_ID |
Defaults to BOLT_BCE_INVOICE. Read more. |
ROOT_CATEGORY_ID |
(Optional) Configure if your value is something other than “root”. |
How to create the `CLIENT_ID`
How to configure the BCE agent client
About the `SHIPPING_METHOD_ID`
About the `PAYMENT_METHOD_ID`
Step 2: Connect Order System & Product Catalog
Placing these resource objects into your SFCC Shop and Data API settings types will:
- Connect your SFCC order processing flow with Bolt’s order placement systems, which will ensure your inventory and orders are up to date between both systems.
- Connect your catalog to Bolt’s systems, enables you to search and pull from your SFCC products to create Checkout Links.
-
Select “Shop” from the dropdown menu called “Select Type”. Choose “Global (organization-wide)” from the Select Context drop down.
-
Then, add the following
"resources"object under the"client_id"object as shown below.
{
"_v": "{{API VERSION SUCH AS 22.10}}",
"clients":[
{
"client_id": "{{GENERATED IN CONFIGURATION PARAMETERS STEP}}",
"resources": [
// Connects Orders
{
"resource_id": "/baskets",
"methods": [ "post" ],
"read_attributes": "(**)",
"write_attributes": "(**)",
"cache_time": 0,
},
{
"resource_id": "/orders",
"methods": [ "post" ],
"read_attributes": "(**)",
"write_attributes": "(**)",
"cache_time": 0,
},
{
"resource_id": "/orders/{order_no}",
"methods": [ "get" ],
"read_attributes": "(**)",
"write_attributes": "(**)",
"cache_time": 0,
},
{
"resource_id": "/order_search",
"methods": [ "post" ],
"read_attributes": "(**)",
"write_attributes": "(**)",
"cache_time": 0,
},
// Connects Catalog
{
"resource_id": "/product_search",
"read_attributes": "(**)",
"write_attributes": "(**)",
"cache_time": 0,
"methods": ["get"]
},
{
"resource_id": "/products/**",
"read_attributes": "(**)",
"write_attributes": "(**)",
"cache_time": 0,
"methods": ["get"]
}
]
}
]
}
- Then, select “Data” from the dropdown and add the following
"resources"object under the"client_id"object as shown below.
{
"_v": "{{API VERSION SUCH AS 22.10}}",
"clients":[
{
"client_id": "{{GENERATED IN CONFIGURATION PARAMETERS STEP}}",
"resources": [
// Connects Orders
{
"resource_id": "/orders/{order_no}/status",
"methods": ["put"],
"read_attributes": "(**)",
"write_attributes": "(**)",
"cache_time": 0
},
{
"resource_id": "/orders/{order_no}/payment_status",
"methods": ["put"],
"read_attributes": "(**)",
"write_attributes": "(**)",
"cache_time": 0
},
// Connect Catalog
{
"resource_id": "/product_search",
"read_attributes": "(**)",
"write_attributes": "(**)",
"cache_time": 0,
"methods": ["post"]
}
]
}
]
}
Step 3: Enter Parameters and Store Information to Bolt
Go to your Bolt Dashboard > Integrations and select Salesforce. Then, input the following information:
| Information | Details |
|---|---|
| Site URL | Found in your SFCC account. |
| Site ID | Found in your SFCC account. |
| Shipping Method ID | Generated during Step 1. |
| Payment Method ID | Generated during Step 1. |
| Client ID | Generated during Step 1. |
| Client Secret | Generated during Step 1. |
| Agent Username | Generated during Step 1. |
| Agent Password | Generated during Step 1. |
Step 4: Set Up Payment Processor
If you already have Bolt Checkout, Accounts, or Ignite set up, you can skip this step! If you’re new, follow the instructions in our Payment Processor articles to set up your specific payment processor.
Step 5: Configure Your Checkout
If you already have Bolt Checkout, Accounts, or Ignite set up, you can skip this step! If you’re new, follow the instructions listed below to configure your checkout:
- Enter store and support information.
- Add store logo.
- Other checkout settings as found in your dashboard.
Step 6: Create your Checkout Links
Go to the dashboard and follow the instructions found in our Create Checkout Links article to start using Checkout Everywhere.