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