Setup Promotions in Salesforce B2B & D2C Commerce

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  • เผยแพร่เมื่อ 9 ม.ค. 2025

ความคิดเห็น • 26

  • @pedroprada1
    @pedroprada1 ปีที่แล้ว

    Thank you so much for taking the time to go over this module in such detail... Great review of multiple scenarios.

  • @funklion
    @funklion ปีที่แล้ว +1

    Great video, thanks!

  • @cyrilcarrat5029
    @cyrilcarrat5029 2 หลายเดือนก่อน

    Thank you for this demo. I have a question on the coupon : Is it possible to apply coupon only on the shipping cost ?

  • @RobFoster-k1j
    @RobFoster-k1j ปีที่แล้ว +1

    Are you able to run storewide discounts/promotions that will show on the product detail pages? Display discounts before the cart?

    • @salesforcemojo
      @salesforcemojo  ปีที่แล้ว

      Currently, that’s not a feature of promotions. It’s strictly for the cart object.
      However you can accomplish pricing changes through tiers and adjustment schedules - help.salesforce.com/s/articleView?id=sf.comm_pas.htm&type=5
      This isn’t exactly what you’re potentially looking for but it can get your pretty far. And when needed, you can customize with the new pricing service extension for something more custom.

    • @RobFoster-k1j
      @RobFoster-k1j ปีที่แล้ว

      @@salesforcemojo I will take a look. Do you know if guest carts are only available in LWR?

    • @salesforcemojo
      @salesforcemojo  ปีที่แล้ว

      As a standard feature, yes, that’s LWR only. You could accomplish it in Aura but it was very custom.

  • @alexandersalatov8550
    @alexandersalatov8550 ปีที่แล้ว

    hey Shane, I'm currently working on the implementation of discounts for the Delivery Charge and it seems there is no OOTB functionality that covers this topic. The promotion targeted to either Category with the delivery fees or directly to a Delivery Charge Product doesn't work (throws an error UNQUALIFIEDCART when applying a coupon) but even if it worked the CartItem that represents the Delivery Charge is being deleted when the the user makes changes to the Cart state because the Cart becomes Active again , the Checkout is being cancelled and the Delivery Charge product is removed. Myabe I'm missing smth and there is a way to use OOTB Promotions to apply such kind of discounts? Because the only solution that I see is to implement a custom promotion engine for such functionality: check if the coupon is valid , then store this coupon as custom attribute on the Cart and then recalculate the Totals when the Cart Item is there. Will appreciate any ideas, thanks!

  • @cjmgeabc
    @cjmgeabc 9 หลายเดือนก่อน

    On the New Promotion pop-up DIalog Box I can see a checkbox for Automatic Promotion to turn it on, but I cannot clock on it. It is not been activated for my User credentials, and my SF Admin is unable to find where in the Setup > Object Manager Catalog where one grants access and permission to activate the Automatic check box in the New Promo pop-up. We are in the UAT Sandbox of the Lightning SalesForce Commerce cloud. DO you have any suggestions on where the "enable Automatic checkbox" function resides?

  • @pedroprada1
    @pedroprada1 ปีที่แล้ว

    Quick clarification, you can tie coupon codes to Buyer Groups which ties to Multiple Accounts.... I think you said it required customizations to setup promotions for accounts

    • @salesforcemojo
      @salesforcemojo  ปีที่แล้ว

      I think I was specifically talking about coupons at that point. But I might have said promotions on accident.
      Either way, yeah I agree you could do that at the buyer group level assuming you break buyer groups down to the account level. I don’t see that a ton though, it’s normally at a tier, group or some other rolled up level.
      I do think there is some potential with the new extension framework to be able to add some easier customization around this though.

  • @VrajeshPatel-v6j
    @VrajeshPatel-v6j ปีที่แล้ว

    This was much needed. Thank you for sharing this in such detail. I would like to know if:
    1. Automatic shipping promotions are possible?
    2. Also, any possibilities on Payment term promotions in SF b2b commerce cloud?

    • @salesforcemojo
      @salesforcemojo  ปีที่แล้ว

      Hey! I’m not sure I’m following your use cases here. Could you explain a bit more of what you’re asking?

  • @tinuo9
    @tinuo9 ปีที่แล้ว

    Thanks for this walkthrough !! I am actually working on something similar but instead of a coupon i have to apply a voucher ( Loyalty Management with Commerce). Have you come across a way to apply a discount through a flow or custom apex code in some way. I am not really able to find any resource related to apply voucher to cart declaratively or programmatically Thanks in advance.

    • @salesforcemojo
      @salesforcemojo  ปีที่แล้ว

      There are promotion commerce APIs that would enable you to do this, you should be able to find the resources on the developer site!

  • @KoraySahin-q5o
    @KoraySahin-q5o ปีที่แล้ว

    @salesforcemojo Thanks for this video! How do I ensure that a coupon can be used only once and not multiple times?

    • @salesforcemojo
      @salesforcemojo  ปีที่แล้ว +1

      You can configure a promotion to only be used once per cart but I don’t believe there is an out of the box way to restrict a coupon only be used once. You’d likely need some customization to accomplish that

  • @nikitharajendra3727
    @nikitharajendra3727 ปีที่แล้ว

    Hi @Salesforce Mojo,
    I am not able to add other products to the cart after adding a product on which promotion is configured.
    The message shows Add to cart has failed.
    Please help me debug this.
    Thank you

    • @salesforcemojo
      @salesforcemojo  ปีที่แล้ว

      That shouldn’t be related to promotions. Are you sure that other product you’re trying to add is correctly setup?

  • @RobFoster-k1j
    @RobFoster-k1j ปีที่แล้ว

    Is it possible to have a Promotion 1 give X% off a whole category. Another Promotion 2 and 3 give an additional amount off that same category. Currently, we see that Promotion 1, 2 and 3 are stacked. We would like to see only 1 and 2 or 3. Meaning Promo 2 cannot be stacked with 3.
    Is that possible?

    • @salesforcemojo
      @salesforcemojo  ปีที่แล้ว

      Hmm… I can’t say I’ve done that yet, and I don’t believe standard qualification rules would allow you to do that.
      Id need to play around with it say for certain but if you aren’t able to then you could potentially enhance the existing promotion capability to do this. Although I will say that right now to do that it is a ton of work. It’ll be easier when extensions are GA but it would depend on how much of a must have that requirement is on if you want to do it.

  • @HuiziJin
    @HuiziJin ปีที่แล้ว

    how can we make coupon only valid once?

    • @salesforcemojo
      @salesforcemojo  ปีที่แล้ว

      Hello, that would need to be something you customize. You could potentially do this either in the new extension framework or in a custom promotion component

    • @HuiziJin
      @HuiziJin 11 หลายเดือนก่อน

      thanks for your help!@@salesforcemojo