Salesforce Service Cloud (SFSC) connector

Key Features

The key features provided by the connector include:

Install and Configure Quickly

• Use the App Launcher in your Salesforce environment to install in under 5 minutes.
• Configure access to your Fluent Account and the App is ready for use

Find customers, orders and returns

• Search for customers by Name, Email, or Phone Number
• Search for orders by Ref, Type or Status and filter by Date
• Search for existing returns by Ref, Type or Status and filter by Date

View Order List

Manage Orders

• Add line items
• Remove line items
• Edit the quantity of a line item

• Change delivery method (e.g., from Click and Collect to Home Delivery or Home Delivery to Click and Collect)

• Cancel Orders

• Update the shipping address on an in-flight order (depending on the order status)

Manage Appeasements

• Create order-level appeasements
• Enter price overrides at the line item level and capture reason codes

View Returns List

Manage Returns

• Initiate returns of an entire order, or one or more line items
• Capture reason codes at the item level

• View and edit a return order

View Custom Attributes

• View custom attributes on all Fluent Order Management entities (e.g., orders, items, customer, fulfillment, returns) for example, customer loyalty status

View Customer Information

Further reading

• Learn how to Install the connector.