Configure the Checkout Summary subflow

Learn how to configure the Checkout Summary subflow

Configure a variable for the saved tax identifier

Use the variable to display saved tax identifiers.

To create a variable:

1. Click Setup .

2. Type Flows in the Quick Find field click Flows.

3. Scroll down and click Subflow - Checkout Summary. The Flow Builder opens in a separate tab.

4. Click the Manager tab and then click New Resource.

5. Enter the following details:

   • Select Variable from the Resource Type dropdown list.

   • API Name: Type Saved_Tax_Identifier (or any other name with no restrictions).

   • Select Text from the Data Type dropdown list.

   • Select the Available for input and Available for output check boxes.

6. Click Done.

You can this variable to display the tax identifier when youconfigure the Checkout Summary subflow.

Configure the Checkout Summary subflow

Use the Checkout Summary subflow to add support for US tax certificates and tax identifiers. To add custom components to the Checkout Summary subflow:

1. From the Manager tab, double-click the Cart to Order Summary screen.

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

3. Type drb2b_drUtil in the Search components field and click drb2b_drUtil.
4. Drag the drb2b_drUtil to where you want it to appear on the Edit Screen.

5. Type drb2b_drUtil in the API Name field.
6. Type drb2b_taxIdentifier in the Search components field and click drb2b_taxIdentifier.
7. Drag the drb2b_taxIdentifier to where you want it to appear on the Edit Screen.

8. Enter the following details. Be sure to click through all designer attributes to ensure that the default values are registered by Salesforce.

   • API Name: Type Tax_Identifier (or any other name with no restrictions).

   • Cart Id: Type {!cartId}.

   • Selected Tax Identifier: Type {!Saved_Tax_Identifier}.

   • Click Advanced, select the Manually assigned variables check box, and type {!Saved_Tax_Identifier} in the Selected Tax Identifier field.
9. Click Done.

10. Click Save as.

11. Enter the name of the custom subflow in the Flow Label field (for example, DR Checkout Summary) and click Save.
12. Click Activate.