Select the checkbox to turn on Salesforce integration. Set up the connection using the fields described below: Field The Connection section is used to activate the integration and configure the connection between the Cleverbridge platform and Salesforce. Price quotes created with the Cleverbridge platform are automatically pushed to Salesforce and will be converted to a paid transaction if the customer accepts the quote. The status is updated automatically through purchase events and these updates are pushed to Salesforce. Ordered products are delivered as soon as cleverbridge receives a payment confirmation from the payment provider.
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With the order confirmation, the customer receives a link with information on how to make the payment. Awaiting offline payment Offline payment stands for a group of payment options.The statuses used in the Cleverbridge system and linked to Salesforce are: For this purpose, cleverbridge applies smart matching algorithms.Įvery transaction record has a status. Incoming purchases will either automatically create a new account or contact in Salesforce, or they will be assigned to an existing account or contact. Purchases and their updates are automatically pushed to Salesforce. For this part of the integration, documentation is available at cleverbridge Connector for TIBCO Scribe® Online.įor more information on our subscription commerce platform and its Salesforce integration, contact Client Experience. You get access to TIBCO Scribe® Online, where you can map Salesforce entities/fields to cleverbridge entities/fields and vice versa.cleverbridge sets up Integration Services for you, which includes connecting your Salesforce account with your Cleverbridge account and choosing a usage scenario.The integration consists of two easy steps: Create and manage subscribers and subscriber lists in Salesforce Marketing Cloud based on changes made in our subscription commerce platform.Integrate with Salesforce CPQ for a seamless online buying experience for your customers.Populate and process carts directly from Salesforce transaction objects such as Opportunities, Quotes, and Orders.
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