Step 15: Integrate the Digital River components into the checkout flow

Learn how to integrate the Digital River components into the checkout flow.

The Salesforce Lightning application comes with a completely functional checkout flow OOTB. However, many clients will choose to customize their checkout flow to suit their particular needs. This section describes how you can use the Salesforce Lightning components provided by the application in your storefront.

Custom components used in the checkout subflows

Custom subflow name	Custom component(s) used	Description
DR Shipping Address	drb2b_BuyerInfo	This custom subflow will be used in the place of OOTB subflow – Shipping Address.
DR Delivery Method	drb2b_DRUtil	This custom subflow will be used in the place of OOTB subflow – Delivery Method.
DR Checkout Summary	drb2b_DRUtil drb2b_DrTermsElement drb2b_taxIdentifier	This custom subflow will be used in the place of OOTB subflow – Checkout Summary.
DR Payments	drb2b_Order Summary drb2b_DRUtil drb2b_Payments	This custom subflow will be used in the place of OOTB subflow – Payment and Billing Address.

Subflow configuration

Configure the shipping address subflow

This subflow will be used to capture buyer information such as Bill To, Ship To, and Email.

1. Go to Setup and search flows in the Search field.
2. Click Subflow - Shipping Address.
3. Click the Shipping Address screen.
4. Click the screen in the flow and drag the Buyer Info component.
5. Enter the API Name, Cart Id, Enable Tax Certificate, and Shipping Address ID (in the Advanced section and only visible by selecting Manually assign variables check box).

   • API Name: BuyerInfo or any other name with no restriction

   • Cart Id - ({!cartId})

   • Enable Tax Certificates: ({!$GlobalConstant.True}) OR ({!$GlobalConstant.False})

   • Shipping Address ID: ({!contactPointAddressId})
6. Click Done.

7. Click Save As.
8. Enter the name of the custom subflow (for example, DR Shipping Address) and click Save.
9. Click Activate.

Configure the delivery method subflow

To configure the Delivery Method subflow:

1. Go to Setup and search flows in the Search field.

2. Click Subflow - Delivery Method.
3. Click the Delivery Method screen.
4. Add the drb2b_DRUtil component to the screen and enter the API name (drb2b_Util or any name).

5. Click Done.
6. Click Save As.
7. Enter the Delivery Method subflow name (for example, DR Delivery Method).

8. Click Save, then click Activate.

Configure the checkout summary subflow

This subflow will be customized to add US Tax Certificate and Tax Identifier support.

Create a variable

To create a variable:

1. Go to Setup and search flows in the Search field.

2. Click Subflow - Checkout Summary.
3. Click the Manager tab and then click New Resource.
4. Complete the following fields:

   • Resource Type: Variable

   • API Name: Saved_Tax_Identifier (or other name as desired)

   • Data Type: Text

5. Check the Available for input and Available for output checkboxes.

6. Click Done.

This variable will be used to display payment information in a later step.

Add custom components to the checkout summary subflow

To add custom components for this subflow:

1. Click into the Cart to Order Summary screen.

2. Remove all OOTB components from the subflow except the Shipping Address and Delivery Method components.

3. Add the drb2b_DRutil component and define the name.
4. Add the drb2b_taxIdentifier and enter the API Name, Cart Id, Selected Tax Identifier, and Selected Tax Identifier.

   • API Name: (Tax_Identifier or any name)

   • Cart Id: ({!cartId})

   • Selected Tax Identifier: ({!Saved_Tax_Identifier})

   • Selected Tax Identifier in the Advanced section: ({!Saved_Tax_Identifier})

5. Add the drB2B_DrTermsElement and enter the API Name and Cart Id.

   • API Name: DR_Terms or any name

   • Cart Id: ({!cartId})

6. Click Done.

7. Click Save As.
8. Enter the custom subflow name (for example, DR Checkout Summary) and click Save.
9. Click Activate.

Configure the payment subflow

This subflow must be customized to add My Wallet and Digital River Payment Details support. To configure the payment subflow:

1. Go to Setup and search flows in the Search field.
2. Click Subflow - Payment and Billing Address.
3. Click the Manager tab, then click New Resource.
4. Complete the following fields:

   • Resource Type: Variable

   • API Name: Payment_Details (or other name as desired)

   • Data Type: Text
5. Click Done.

Add custom components to a screen

To add custom components to a screen:

1. Drag the screen element showing on the left panel to create a new screen and name the new screen (for example, placeOrderConfirmation).
2. Click the custom screen placeOrderConfirmation. Note: Steps to link the screen are mentioned in the Linking Screen Components section.
3. Drag Display Text from the left panel to screen and enter the API Name (for example, Payment_Information) and insert Resource Payment_Details. This is the variable resource created in the previous section.
4. Drag the drb2b_OrderSummary component from the left panel and enter the API Name, Record Id, Show Duty, Show IOR tax, Show Regulatory Fee, Show Shipping, and Show Tax.

   • API Name: OrderSummary or any name

   • Record Id: ({!cartId})

   • Show Duty: ({!$GlobalConstant.True})

   • Show IOR Tax: ({!$GlobalConstant.True})

   • Show Regulatory Fee: ({!$GlobalConstant.True})

   • Show Shipping: ({!$GlobalConstant.True})

   • Show Tax: ({!$GlobalConstant.True})

5. Drag the drb2b_DRUtil component from the left panel and enter the API Name (drb2b_Util or other desired name).
6. Click Done.

Edit the paymentMethodScreen screen

To edit the paymentMethodScreen screen:

1. Click the paymentMethodScreen screen.

2. Delete the OOTB components and add the drb2b_Payments component.
3. Enter the API Name, Record Id, Payment Detail, Payment Type, Payment Detail, and Payment Type that is under the Advanced section, which will be visible by selecting the Manually assign variables check box.

   • API Name: (DR_Payments or any other name with no restriction)

   • Record Id: ({!cartId})

   • Payment Detail: ({!Payment_Detail})

   • Payment Type: ({!paymentType})

4. Click Done.

Edit decision boxes

To edit decision boxes:

1. Click the Decision box (which payment type is selected).
2. Add the new Outcome and enter the Label, Outcome API Name, and Condition Requirements to Execute Outcome (for example, Resource paymentType equals DigitalRiver).
3. Click Done, then click the Update address if changed decision box.
4. Add the new Outcome and enter the Label, Outcome API Name, and Condition Requirements to Execute Outcome (for example, Resource paymentType equals DigitalRiver).
5. Click Done.

Link screen components

To delete the existing link, click the link and press the Delete button on your keyboard.

1. Link PaymentMethodScreen to the placeOrderConfirmation screen (custom screen).

2. Link placeOrderConfirmation (custom screen) to subflow (Validate Checkout State).

3. Link Decision box (which payment type is selected) element to Assignment (Assign PO to null) element when the paymentType is Digital River.

4. Link from Decision box (Update Address if changed) to Subflow (Set State).
5. Click Save As and enter a name for the custom subflow (for example, DR payments).
6. Click Activate.

Configure main checkout flow

To configure the main checkout flow:

1. Click the Checkout Flow Template (OOTB flow).

2. Create the subflow element for all the custom subflows (for example, DR Shipping Address, DR Payment, DR Checkout Summary, DR Shipping Address, and DR Delivery Method) which were created in the above steps.

   • Drag the subflow from the left panel and enter the Referenced Flow, Label, cardID, currentState, and nextState.
   • Repeat the same steps for all custom subflows.

   Subflow	Cart Id	Current state	Next state	Order Id
   DR Shipping Address	{!cartId}	{!mainCheckoutSession.State}	Inventory	NA
   DR Delivery Method	{!cartId}	{!mainCheckoutSession.State}	Taxes	NA
   DR Checkout Summary	{!cartId}	{!mainCheckoutSession.State}	Cart To Order	NA
   DR Payment	{!cartId}	{!mainCheckoutSession.State}	Activate Order	{!mainCheckout Session.OrderId}

3. Replace the OOTB flows with custom flows.

   • Shipping Address: DR Shipping Address

   • Delivery Method: DR Delivery Method

   • CheckoutSummary: DR Checkout Summary

   • Payment and Billing Address: DR Payment
4. Click Save As and enter a name for the main checkout flow.
5. Click Save, then click Activate.

Add custom components to pages

Salesforce Lightning components can be quickly and easily added to a record page to have an immediate view of information.

To use the custom Lightning component in your pages, you must assign your component to a theme layout in the Experience Builder.

After completion, drag and drop a custom component onto a particular page based on the business requirements.

List of custom components

The custom components listed here are either available in the Experience Builder or used in various flows.

If an optional custom component is NOT dropped onto relevant standard Salesforce UI pages, the downside is that custom fields (for example, Digital River custom fields) will not be visible on those UI pages.

Additionally, a given custom component can be dropped on one or more UI pages based on what the custom component does (for example, the Compliance footer custom component can be placed on multiple pages that require compliance footers).

The custom components listed in this section are provided as part of the app installation. However, they must be placed on the page(s) within the flows and subflows as described in the table below.

Some of the custom components are used on pages such as Tax Certificates, Tax Identifiers, My Wallet, and Stored Payments. Separate tabs are available for these pages. You can directly drag and drop the following custom components onto a particular page based on the user’s needs.

Custom Component	Page/Flow	Description
B2B Sample Cart Contents	Checkout Page	This component is used to display cart item details such as item name, SKU, price per unit. and total price. This component is configured in the Experience Builder.
dRB2B_AddressDetails	Checkout Page	This component is used to display address details such as Bill To and Ship To. This component is configured in the Experience Builder.
dRB2B_DrCompliance	All Checkout Pages Checkout Order Confirmation My Wallet My Tax Certificates My Tax Identifiers	This component is used to show the DR compliance link. This component is configured in the Experience Builder.
dRB2B_DrTermsElement	Sub Flow DR Checkout Summary	The checkbox in this component is used for the active acceptance of terms and conditions by the user. This component is configured in the flow.
dRB2B_MyWallet	My Wallet	This component is used for showing and adding new payment sources in the wallet. dRB2B_MyWallet is a wrapper component. Its constituent components are drb2b_StoredPayments and drb2bNewPayments This component is configured in the Experience Builder.
drb2b_PaymentDetails	Order Summary Detail, Order Confirmation	This component is used to show payment details and is configured in the Experience Builder.
dRB2B_VatCreditMemo	Order Summary Detail	This component is used to show invoices and credit memos to the user and should be dropped on the Order Summary Detail page two times: one refers to the invoice and the other refers to the credit memo (type = Invoices or type = Credit Memos). This component is configured in the Experience Builder.
drb2b_ProductDetail	Order Confirmation	This component is used to show product details. This component is configured in Experience Builder.
drb2b_BuyerInfo	Sub Flow-DR Shipping Address	This component is used to display user information such as Name, Email, Bill to and Ship to, etc. drb2b_Buyer Info is a wrapper component. Its constituent component is drb2bUsersTaxCertificates. This component is configured in the flow.
DRB2B User Tax Certificates	My Tax Certificates	This component is used to upload tax certificates. DRB2B User Tax Certificates is a wrapper component. Its constituent component is drb2bAddTaxCertificate. This component is configured in the Experience Builder.
drb2b_OrderSummary	Order Confirmation	This component is used to display Sub Total, Shipping, Tax, and Grand Total, etc. drb2b_OrderSummary is a wrapper component. Its constituent component is drb2b_CheckoutSummary. This component is configured in the Experience Builder and in the flow.
drb2b_CheckoutSummary	Checkout Page	This component is used to display Sub Total, Shipping, Tax, and Grand Total, IOR Tax Regulatory Fee, and so on. This component is configured in the Experience Builder.
drb2b_DRUtil	Sub Flow-DR Checkout Summary and Delivery Method subflow	This component tells the Order Summary to get taxes and the subtotal from the cart. This component is configured in the flow.
drb2b_taxIdentifier	Sub Flow-DR Checkout Summary	This component is used to add a tax identifier in the checkout flow. drb2b_taxIdentifier is a wrapper component Its constituent component is drb2b_MyTaxIdentifier. This component is configured in the checkout flow.
drb2b_MyTaxIdentifier	My Tax Identifiers	This component is used for Tax Identifier functionality. drb2b_MyTaxIdentifieris a wrapper component. Its constituent component is drb2b_CountryPicklist. This component is configured in the Experience Builder.
drb2b_Payments	Sub Flow-DR Payments	This component is used for payment sources (for example, Drop-in and Stored Payments). drb2b_Payments is a wrapper component. Its constituent components are drb2b_Dropin and drb2b_MyWalletpayment. This component is configured in the flow.

The screenshots below show a mocked-up version of each of the pages mentioned in the table above. The screenshots demonstrate the components that are recommended to be added to each page in the Experience Builder.

Checkout

Order confirmation

Order summary detail

My Wallet (custom page)

My Tax Certificates (custom page)

My Tax Identifiers (custom page)

Drag and drop (custom) components

After the custom component is added into the Experience Builder, drag and drop the custom component on the page.

Custom pages and menu items

The app provides custom components for three custom pages: My Wallet, My Tax Certificates, and My Tax Identifiers. It is recommended that you create these custom pages as required.

To customize a page:

1. Go to Setup in the Experience Builder.

2. Search All Sites in the Search field.

3. Click Builder.

4. Click Home at the top left corner.
5. Scroll down at the bottom and the +New Page option will be available to create the custom page. Once the page has been created, it will appear in the Pages section. The page will also appear on the Menu Item.

If you want to add any page for the Menu Item, select the particular page from the page picklist under the Menu Item.

Create a custom menu

To add a menu:

1. Go to Setup.

2. Search All Sites in the Search field.

3. Click Builder.

4. Click the user profile dropdown at the top right.
5. Click Authenticated User Options.
6. Click the Edit Default User profile menu.
7. Click +Add Menu item.
8. Select Site Page as the Type. The Name field will appear.

   • Enter the desired name for the Menu Item.

   • Select the desired custom page as the Page.
9. Click Save Menu.

10. Click Publish.

Add a custom component to a page

To add a custom component to a page:

1. Go to Setup.

2. Search All Sites in the Search field.

3. Click Builder.

4. Click Home at the top left corner and select the desired page. The custom components will appear at the bottom of the dropdown.

5. Drag and drop the custom component on the page.

6. Click Publish.

Add a custom component to a custom page

To add a custom component to a custom page:

1. Go to Setup.

2. Search All Sites in the Search field.

3. Click Builder.

4. Click Home at the top left corner.

5. Type the name for the custom page in the Search field.

6. Click the selected page.

7. Click the lightning icon on the upper left side to add the custom component. The custom component will appear at the bottom of the dropdown.

8. Drag and drop the custom component on the custom page.

9. Click Publish.

10. Repeat the above steps for other custom components you want to add to various pages.

This custom component can be placed on other UI pages.

Add Tax Certificates component on the My Account page

As an example of how to add a custom component to a page, here are the steps to place the Tax Certificates component on the My Account page.

To add a tax certificate component on the My Account page:

1. Go to Setup.

2. Search All Sites in the Search field.

3. Click Builder.

4. Click Home at the top left corner.

   
5. Type My Account in the Search field.
6. Click the selected page and click the lightning icon to add the custom component. The custom component will appear at the bottom of the dropdown.
7. Drag and drop the custom component on the My Account page.
8. Click Publish.