Step 3: Add custom Salesforce B2B Commerce App fields to page layouts

Learn how to add custom Salesforce B2B Commerce App fields to page layouts.

Step 3a: Configure page layouts

To configure objects:

1. Click Setup and select Setup from the dropdown list.
2. Type object manager in the Quick Find field and press Enter.
3. Click Object Manager.
4. Scroll down and click the CC Cart link.

5. Click Page Layouts.
6. Click CC Cart Layout.
7. Click the Fields tab in the CC Cart Layout. This tab lists the information provided in Custom fields and Digital River fields.
8. Drag the custom field you want to appear in the CC Cart Layout from the Fields list to the CC Cart Detail and arrange them in the order you want them to appear. Repeat this step for each field you want to appear in the CC Cart Layout.
9. Repeat steps 4–8 for the following custom fields using the information provided in Custom fields and Digital River fields for CC Cart Item, CC Order, CC Order Item, CC Product, and Account.

Custom fields

Add these custom fields to the corresponding page layouts.

Object	Field / Button
CC Cart	DR Cart Id
CC Cart	DR Entity Policy Mapping
CC Cart	DR Payment State
CC Cart	DR Payment Failure Reason
CC Cart	DR Tax Exemption Applied
CC Cart	DR Order State
CC Cart Item	DR Cart Item Id
CC Order	DR Order Id
CC Order	Refund Payment (Button)
CC Order Item	DR Order Item Id
CC Product	DR ECCN
CC Product	Add Custom Lightning Component “DRB2B_UpdateCCProductECCNLookup” to CC Product Lightning page and this can be used for searching ECCN Codes
CC Product	DR TaxGroup
CC Product	DR TaxType
CC Product	DR Last Synced Date
CC Product	Is Product Sync Required
Account	TaxExemptId
Account	DR Tax Certificate Last Upload Date

Digital River fields

Add these Digital River fields to the corresponding page layouts.

Object	Field / Button
DR Cart ID	DR Cart ID
DR Entity Policy Mapping	DR Entity Policy Mapping
DR Payment State	DR Payment State
DR Payment Failure Reason	DR Payment Failure Reason
DR Tax Exemption Applied	DR Tax Exemption Applied
DR Order State	DR Order State

Step 3b: Configure picklist value sets

To configure picklist value sets:

1. From the Object Manager tab, locate the CC Order object under the LABEL column and click the link.
2. Click the Fields & Relationships tab, locate Order Status under the FIELD LABEL column and click the link.
3. From the Order Status (Managed) page, scroll down to the Values section.
4. Click Picklist Value Sets.
5. Click New, type Pending Payment in the field, and click Save. The Pending Payment now appears under Validation Rules on the Order Status (CloudCraze Order Status field: ccrz__OrderStatus__c).
6. Repeat steps 2–8 for each additional object in the Picklist values table.

Picklist values

Refer to the following table when configuring picklist value sets:

Object	Picklist	Picklist Value
CC Order	Order Status	Pending Payment
Digital River Fulfillment	EFN Status	Problem
Digital River LineItem Fulfillment	EFN Order Item Status	Problem
DR Subscription Process Data	Subscription Context	Renewal

Step 3c: Configure picklist error types

Add the picklist error types (if they are not already present) to the Error Type custom field (API Name: digitalriverb2b__Error_Type__c).

To configure the picklist error types:

1. From the Object Manager tab, locate the Digital River Error Log object under the LABEL column and click the link. ​
2. Click the Fields and Relationships tab, locate Error Type under the FIELD LABEL column and click the link.
3. Scroll down to Values in the Digital River Error Log.
4. Review the existing values against the picklist error types.

5. If there are any missing values, click New, type the value in the field, and click Save. Repeat this step for each missing value.

Picklist error types

Add the following error types, if they are not already present to the Error Type custom field.

Values	API Name
Tax Calculation	Tax Calculation
Payment CC	Payment CC
Payment PO	Payment PO
Payment Paypal	Payment Paypal
Fulfillment	Fulfillment
Insufficient Access	Insufficient Access
Trigger	Trigger
Payment	Payment
Subscription	Subscription
Subscription Payment	Subscription Payment
Checkout Payment	Checkout Payment
Invoice Payment	Invoice Payment
User Registration	User Registration
Assign Permission Set	Assign Permission Set
Refunds	Refunds
Shopper	Shopper
Product Sync	Product Sync
Wallet	Wallet
VAT Validation	VAT Validation
Payment PP	Payment PP
Access Token	Access Token
Connecter Config Metadata	Connecter Config Metadata
Tax Exemption	Tax Exemption
Debug	Debug