Introduction

The CloudBlue Commerce integration solution developed using Zapier, enables enterprises to expand their automation process by integrating the existing self-service platform or marketplace with a vendor platform. This end-to-end solution easily automates the order placement in a third-party application and its fulfillment in CloudBlue Commerce.

Moreover, most enterprises wish to centralize the procurement life cycle of their products, build a unified catalog for their employees, and report the usage and reconciliation with vendors.

The CloudBlue Commerce Zap App leverages the platform’s capabilities and supply enterprises, MSPs, or resellers with a centralized source of catalog.

The steps for placing a Dropbox order by the procurement manager of Contoso in Salesforce, sourced using CloudBlue Commerce, and fulfilled at the vendor side using CloudBlue Connect are provided. The procurement manager does not need to browse any other business system.

The integration between Salesforce and CloudBlue Commerce is achieved by using Zapier.

Integration Procedure

The order management process between Salesforce and CloudBlue Commerce is integrated using Zapier. Salesforce and Zapier must be configured to facilitate the order management flows between the platforms.

Prerequisites

Prerequisites for integration of Salesforce with CloudBlue Commerce using Zapier are the following:

1. Purchase the Zap subscription. To build the integration, you must purchase a Zapier subscription. Select the right subscription plan depending on the objectives you want to achieve. For more information on which new subscription to purchase, refer to the Zapier website.
2. Create Zap apps in Zapier. Zaps are workflows created in Zapier that facilitate communication between two web applications. Therefore, when an order is placed in Salesforce, the order data flows to CloudBlue Commerce as a request for provisioning. Moreover, when the request status changes in CloudBlue Commerce, the corresponding order status is updated in Salesforce. This is possible if the following two Zap templates are created:
• One for Salesforce that is triggered whenever an event occurs in Salesforce, such as when a new order is placed or an existing order is updated in Salesforce.
• One for CloudBlue Commerce that captures request status data from CloudBlue Commerce and updates the corresponding order status in Salesforce. 
3. Add an activation tile on the Salesforce home page. Activation tiles are customized widgets available on the Salesforce home page for a specific service ordered by the Enterprise System Administrator or the Procurement Manager. Tiles help Salesforce users to view service activation requests from CloudBlue Commerce. It also enables users to activate the service using the activation link in the tile and provide the requested information. However, to leverage the benefits of the tile, users must add a new activation tile on the home page before placing an order in Salesforce.

4. Configure a plugin for Salesforce. Configure a procurement plugin in Salesforce to enable users (that is, Enterprise System Administrator and Procurement Managers) to place orders in CloudBlue Commerce from the Salesforce Service Management platform.

Video Demonstration

This video provides an end-to-end demonstration of the order management flow between Salesforce and CloudBlue Commerce. It provides a walk through on how an order is placed in Salesforce (vendor), sourced through CloudBlue Commerce, and finally gets fulfilled in Salesforce using CloudBlue Commerce.