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Erik Wencker
2023-05-10 08:35:47 UTC
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This article provides a brief overview of how SalesForce works together with Paazl. Refer to About Paazl for an overview of Paazl itself and how it interacts with webshops, warehouses, carriers and customers.

How to install Paazl in SFCC is explained in Installing Paazl's extension for SFCC SFRA and Installing Paazl's extension for SFCC SiteGenesis. What to do after installation is explained in Configuring Paazl in Salesforce CC.

Note

Paazl only supports the most recent version of its extension for Salesforce Commerce Cloud. This is because customer requests regarding functionality and bug fixes related to former versions are usually solved in later versions. The current version of the extension is 1.1.

Paazl Checkout widget

The Paazl checkout widget is ideal for webshops that want a quick and easy way of presenting their customers with greater delivery choice to help increase conversion. All you have to do is add a few lines of code to your checkout page and you're up and running. The widget is also a great solution for webshops (and departments in larger companies) that don't have the resources for large-scale integrations.

The widget provides you with a stylish way of offering your customers more delivery choice (same day, nominated day, delivery time ranges), real-time delivery estimates, and order growth through the use of free-shipping thresholds. You can also customize it to suit your webshop's branding.

Using the Paazl SalesForce extension, you can "plug 'n play" the Checkout widget into your SalesForce webshop.

Configuring and styling

You can configure how Paazl behaves in Salesforce CC including its styling. Configuring Paazl in Salesforce CC explains how to configure and style the extension and Styling the Paazl checkout widget provides visual examples of what each style parameter does.

Specifying shipping options

You have to configure Paazl to send the right shipping options to SalesForce. For this purpose, Paazl offers you a powerful tool called the "Delivery Matrix". Delivery matrices enable you to specify the shipping options and shipping rates that apply to particular product categories based on product characteristics such as size, weight and value.

Whenever Paal receives a request for shipping options for SalesForce, Paazl will go through the various columns of the delivery matrix concerned until it reaches the first one that exactly matches the product in your customer's shopping basket. It then looks for the shipping option(s) and rate(s) that you have specified for that product column, and sends them back to SalesForce for display.

See About delivery matrices for more information on how delivery matrices work.

Other Paazl functionality

In addition to the Delivery Matrix, Paazl also enables you to configure various settings in your webshop account that allow you to control how Paazl calculates the delivery date of a shipment, the track & trace notifications it sends, and the shipping options that you may want to display at various times of day.

You can also manage your orders in Paazl, which shows their real-time status and which allows you to print an order's shipping labels.

Refer to the following articles in Paazl's online help to learn what Paazl can do for you.

This article explains how to configure the Paazl Checkout widget in Salesforce CC after installing it.

To configure the Paazl Checkout widget in Salesforce CC, log in to Salesforce CC Business Manager and follow the steps below.

Step 1. Configure the cartridge path

To tell Salesforce CC where to find the Paazl Checkout widget, log in to SFCC Business Manager and follow the steps below.

The SFRA cartridge path is:

int_paazl_sfra:int_paazl_core:app_storefront_base

The SiteGenesis cartridge path is:

int_paazl_controllers:int_paazl_core:app_storefront_controllers:app_storefront_core

Step 2. Configure your site preferences

To configure the behavior and appearance of the Paazl Checkout widget in your Salesforce CC webshop, log in to Business.

SFCC-paazl-config-settings.png

The table below explains what each Paazl configuration setting means.

Setting Explanation
Enable Paazl Set this to Yes if you want to enable the Paazl Checkout widget in Salesforce CC.
Paazl API Key Fill in the public key for either your Staging or Production account. See Authentication & Authorization for an explanation of how to generate the key in the environment concerned.
Paazl API Secret Fill in the private key for either your Staging or Production account. See Authentication & Authorization for an explanation of how to generate the key in the environment concerned.
Paazl Webshop ID

You'll find this in your Paazl web app account under Settings > My account
Paazl Password

You'll find this in your Paazl web app account under Settings > My account
Paazl Widget Endpoint

Fill in the widget endpoint's URL. What you fill in depends on whether you're connecting to Paazls Staging (acceptance testing ) environment or its Production environment.

  • Staging: https://widget-acc.paazl.com/v1/checkout.js
  • Production: https://widget.paazl.com/v1/checkout.js
Paazl Widget Available tabs

Set the delivery type(s) you want to display, "DELIVERY", "STORE", "PICKUP" or PARCEL_LOCKER or all four.

  • DELIVERY: delivery to a home or business address
  • STORE: delivery to Click & Collect outlets
  • PICKUP: delivery to one of the carrier's pickup locations
  • PARCEL_LOCKER: Delivery to one of the carrier's Parcel Lockers
Paazl Widget Default Tab

Select which tab (DELIVERY, STORE, PICKUP or PARCEL_LOCKER) the widget should display first.
Delivery Tab Shipping Options

Specify how many shipping options should be displayed on the widget's "DELIVERY" tab.

The default value is 10
Pickup Tab Shipping Options

Specify how many shipping options should be displayed on the widget's "PICKUP" and "STORE" tabs.

The default value is 20
Locations Shown On Map

Specify how many pickup and store locations should be initially displayed on, respectively, the widget's pickup and store location maps.

The default value is 10
Max # Locations shown on map

Specify the maximum number of pickup and store locations that should be displayed on, respectively, the widget's pickup and store location maps.

The default value is 20
Enable nominated date

If Yes, shipping options will be displayed grouped by date. If No, the list will be displayed in ascending order of price, i.e. the least expensive option will be at the top.

The default value is No.
Predefined Widget Styles Choose a predefined style or opt to create your own by selecting the "CUSTOMIZED" option.
Custom Style If you have selected the "CUSTOMIZED" option, assign values to the widget's style parameters in this box. See "Customizing the widget style" below for an explanation of how each parameter affects the styling.
(Per Country) Default Shipping Option

This is the shipping option that will be displayed should your connection with Paazl fail. The default shipping option can be specified by country using the following syntax:

{
   "nl":{  
      "carrierName":"TNT",
      “carrierDescription”:“PostNL”
      "name":"Standaard thuislevering",
      "identifier":"AVG"
      "cost":{"EUR":4.95, "USD": 5.25}
   },
  "be":{  
      "carrierName":"TNT",
      “carrierDescription”:“PostNL”
      "name":"Standaard thuislevering",
      "identifier":"EPS-C"
      "cost":{"EUR":5.25}
   },
   "*":{  
      "carrierName":"UPS",
      “carrierDescription”:“UPS”
      "name":"Standaard Home delivery",
      "identifier":"UPS_Saver"
      "cost":{"EUR":9.75}
   }
}}

Country code (e.g. "NL"): use the ISO 3166-2 country code. "*" indicates "all other countries"

carrierName: This is the code for the shipping option concerned as listed in your Paazl web app account under Carriers > Shipping options

carrierDescription: The name of a carrier, as configured by Paazl Customer Support.

identifier: The Paazl identifier for a carrier. This field is required and should correspond with one of the identifiers you see in your web app account under Settings>Account>Overview of shipping options.

cost: The shipping rate for the shipping option concerned
Default Sender Address Default sender address to be saved to the Paazl database when committing an order.
Max Attempts to Commit Order in Paazl

The maximum number of attempts to commit an order to the Paazl database. If the order cannot be committed, it wont be processed.

The default value is 3

Customizing the widget style

Paazl has a number of predefined widget styles that you can use to match your webshop branding. The following values are available:

  • "DEFAULT"
  • "GREEN"
  • "LIGHT-GREEN"
  • "BROWN"
  • "BLUE"
  • "RED"

However, Paazl also lets you specify your own customized body and header fonts, font sizes, weights, colors and borders. The Checkout widget styling parameters listed in Paazl's Online Support can be copied and pasted to the SalesForce configuration page and then edited. Styling the Paazl checkout widget provides visual examples of what each parameter does.

The steps below explain how to customize the widget's style.

Step 3. Activate Paazl shipping methods

To configure the your Paazl shipping methods, log in to SFCC Business Manager, and follow the steps below.

Step 4. Configure web service endpoints

To configure the Paazl's web service endpoints, log in to SFCC Business Manager, and follow the steps below.

  1. Go to Administration > Operations > Services
  2. Go to the "Credentials" tab
  3. Select "credentials.paazl.soap" and set the URL field
    1. On your test account: https://staging.paazl.com/parcelshipperservice/services
    2. On your live account: https://paazl.com/parcelshipperservice/services
    3. Click Apply
  4. Select "credentials.paazl.rest.token" and set the URL field
    1. On your test account: https://api-acc.paazl.com/v1/checkout/token
    2. On your live account: https://api.paazl.com/v1/checkout/token
    3. Click Apply
  5. Select "credentials.paazl.rest.checkout" and set the URL field
    1. On your test account: https://api-acc.paazl.com/v1/checkout
    2. On your live account: https://api.paazl.com/v1/checkout
    3. Click Apply

Step 5. Configure "Commit order" job

The Paazl Checkout widget includes a background job that commits orders to the Paazl database according to a schedule that you configure.

To configure the "Commit Order" job, log into the SFCC Business Manager, and follow the steps below.

  1. Go to Administration > Operations > Jobs
  2. Click Paazl-commit-order
  3. You will see a number of tabs you can use to configure the background process's settings

Note

We recommend that you set the job to run every 1 to 2 minutes.

 

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