Salesforce Service Cloud (SFSC) Connector Installation Guide

How-to Guide

Author:

Fluent Commerce staff

Changed on:

10 Oct 2023

Key Points

The Salesforce Service Cloud (SFSC) connector can be downloaded on Salesforce marketplace (Appexchange).
In order to launch the connector: A SFSC administrator would need to download the Fluent OMS app from Salesforce App Exchange and deploy it within the SF organisation. API configurations and settings would then need to be added on Fluent OMS app to complete the set up.

Steps

Overview

The Fluent Order Management app for Salesforce Service Cloud is a downloadable app from the Salesforce marketplace (Appexchange). This app allows users to seamlessly connect to Fluent Order Management with Salesforce Service Cloud (SFSC) and enables users of Salesforce Service Cloud to search for and view orders, products, fulfillments, transactions, and customer information stored in Fluent Order Management.

Version 1 of the app allows users to view Fluent Order Management data from within Salesforce Service Cloud. So, Customer Service Reps (CSRs) can easily access critical information about orders, order status and customers. This enables them to provide a higher level of customer service. CSRs using Salesforce Service Cloud can also view a customer’s address on Google Maps. They can view additional order or customer-related information in the Fluent Order Management console.

Prerequisite

Download the Fluent Order Management app from the Salesforce App Exchange.
Deploy the app within your Salesforce organization.

Note

A Salesforce Service Cloud administrator must perform the above tasks

Installation Steps

Step 1: Launch Fluent Order Management App within Salesforce

Click the App Launcher menu to display the app menu.

Locate the Fluent Order management app. There are two ways you can do this,
- In the Search box, enter Fluent.

Click the View All link below the list of apps.

Step 2: Setup Fluent Order Management App

Click the Fluent Setup drop-down menu and select Fluent Setup.

The Fluent Setup integration settings screen is displayed.

The Fluent Setup screen has the below section:

Note

The connection credentials needed to complete the setup can be obtained from your Fluent Commerce Account Manager. Alternatively, you can send an email to support@fluentcommerce.com

API Configuration:

Enter the following API Configuration details required to connect Salesforce Service Cloud to Fluent Order Management (Fluent OMS).

Auth Endpoint URL: Fluent OMS Authorization Endpoint URL, this may be a specific Endpoint URL.
API Endpoint URL: Fluent OMS API Endpoint URL, this may be a specific Endpoint URL.
Username: Fluent OMS Username, used to access your OMS Application.
Password: Fluent OMS Password, to access your OMS Application.
Client Secret: Fluent OMS Client Secret, used by the OMS Application.
Client ID: Unique client identifier.

Fluent Commerce staff

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Salesforce Service Cloud (SFSC) Connector Installation Guide

Key Points

Steps

Prerequisite

Installation Steps

Step 1: Launch Fluent Order Management App within Salesforce

Step 2: Setup Fluent Order Management App

API Configuration:

Fluent Commerce staff

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