Salesforce Commerce Cloud: Order Reporter App

Introduction

The ExpertVoice Order Reporter for Salesforce Commerce Cloud ensures accurate tracking and reporting of purchases made by experts on ExpertVoice. This app enables billing accuracy and provides insights into product-level data, helping brands understand what experts are purchasing. Note: No personally identifiable information (PII) is collected. ExpertVoice only stores order data linked to discount codes/promotions assigned to experts.

Installation

Step 1: Upload Metadata Cartridge Zip

1. Navigate to Administration > Site Development > Site Import & Export in the Salesforce Commerce Cloud Business Manager.
2. Click Choose File.
3. Locate the expertvoice_orderreporter.zip file provided by ExpertVoice.
4. Select the file and click Open or Upload.
5. Click Import to begin the import process.
6. Wait for the import to complete successfully.

Step 2: Add the Cartridge to the Cartridge Path

For the Storefront:

1. Navigate to Administration > Sites > Manage Sites > [Your Storefront Site] > Settings.
2. In the Cartridge Path field, add expertvoice_orderreporter before app_storefront_base, separating entries with colons. Example:
   makefile
   Copy code
   expertvoice_orderreporter:app_storefront_base

For the Business Manager Site:

1. Navigate to Administration > Sites > Manage Sites > Business Manager > Settings.
2. In the Cartridge Path field, add expertvoice_orderreporter before bm_app_storefront_base, separating entries with colons. Example:
   makefile
   Copy code
   expertvoice_orderreporter:bm_app_storefront_base
3. (Optional) Resolve cache issues by toggling code versions via Administration > Site Development > Code Deployment.

Configuration

Setting Up Preferences

1. Navigate to Merchant Tools > Site Preferences > ExpertVoice Order Reporter Preferences.
2. Configure the following:
   • Reporting ID: Enter the Reporting ID provided by ExpertVoice (e.g., exp-123-456789).
   • Filter Orders:
     • Leave blank to send all orders.
     • To filter, specify discount code or source codes prefixes to send, separating multiple prefixes with commas.
3. Save changes after updating the preferences.

Testing

To confirm proper installation and functionality:

1. Place an order on your storefront using an ExpertVoice discount code or source code.
2. Check order details in the Business Manager to confirm that order data is captured correctly.
3. Verify that the order data is sent to ExpertVoice by reviewing your ExpertVoice reports.

If issues arise, reach out to ExpertVoice support for assistance.

Need Help?

Contact the ExpertVoice support team if you have questions or need help during setup.