1. Overview of the App
  2. Registration & Sign In on app
    1. How to Register on app?
    2. How to Sign in on App?
    3. How to Reset Forgotten Password on app?
  3. Onboarding Process
    1. Authenticate your Salesforce Commerce Account Details on app
      1. How to get Account Manager Client ID from Salesforce Commerce?
      2. How to get Account Manager Secret Key from Salesforce Commerce?
      3. How to get Sub Domain URL from Salesforce Commerce?
      4. How to configure API Client?
      5. How to get Short Code, Organization ID, and Site ID from Salesforce Business Manager
      6. Business Manager User ID and Business Manager User Password
      7. Complete Onboarding Step 1: Verify your credentials on app
    2. Connect Facebook Account with the app
      1. Onboarding to Facebook Business Extension
        1. Connect Meta Business Manager Account
          1. How to Create a New Meta Business Manager Account
        2. Connect Facebook Page
          1. How to create a new Facebook Page
        3. Connect to Instagram Shopping
        4. Connect Meta Ad Account
          1. How to create a new Ads Account
        5. Connect Meta Pixel
          1. How to create a new pixel
        6. Allow Permission to CedCommerce
      2. Connect Meta Product Catalog
    3. Configure Category and Attribute Mapping on app
  4. Dashboard
  5. Profile Tab
    1. How to Create a Profile?
    2. How to Upload Product Profile-wise?
  6. Products Tab
  7. Orders Tab
    1. How to sync orders from Meta Commerce Platforms to Salesforce Store?
    2. What are the different order statuses?
    3. How to search for orders?
    4. What are the order fields?
    5. What are the additional fields?
    6. How to fetch orders?
    7. What is displayed under Order Details?
    8. How to map skipped orders?
    9. How to manage pending orders?
  8. Configurations Tab
    1. General Settings
    2. Facebook Settings
    3. Salesforce Settings
    4. Account Connection
  9. Activities Tab

How to Create a Profile?

Step 1:

Click on “Create Profile” as shown below:

salesforce - create profile 1

Step 2:

You will be redirected to the creation page where you will need first to Enter “Profile Name” (remember every profile name has to be a unique name) and perform Category Mapping as shown below.

salesforce - create profile 2

Step 3:

Select category from the drop-down as shown below with sample:

Salesforce - create profile 3

Step 4:

For your convenience, we are attaching a sample of the same:

salesforce - create profile 4

Step 5:

Further, you need to select “Rule” containing conditions to select a particular product type in the Profile you are selecting.

The Rule is based on ANY and ALL conditions that define whether you want all the selected conditions or any of them to be true.

How does “Override” work?

Suppose, earlier; you have created a profile XYZ of a particular product set. Some of the products of profile XYZ are mutual (common/same) in the Profile you are creating currently, let’s say ABC.

Now, if you enable the override option, the mutual products will get removed from the XYZ profile and be linked to your “new current” profile ABC.

Consequently, whenever you upload the Profile ABC to the Meta Catalogue, those mutual products will automatically get updated with the details furnished under Profile ABC (not XYZ). Therefore, be cautious while executing the changes.

Once you are done with aligning the ruling group, click on “Run Query” to fetch the product details.

salesforce - create profile4

Step 6:

For your convenience, we have explained it through a sample below:

In the “Rule Group,” choose from Category, Product ID, Title, and Brand.

salesforce - create profile 5

Further in the Rule Group itself, choose the Value from the following options:

  • Equals
  • Not Equal
  • Contain
  • Does Not Contain

salesforce - create profile 6

Concerning it, enter the Filter Value and click on “Run Query.” Products details will be fetched as shown below. After it, you need to click on “Next.”

salesforce - create profile 7

In case you want to add more rule groups, click on logics “Any” or “ALL” and then “Run Query” Let the app fetch the product details, and after that, click on “Next.”

A glimpse of the same has been displayed below for better understanding:

salesforce - create profile 8

Repeat selecting “Rule group” again, as done previously. Refer to the image below for a better understanding:

salesforce - create profile 9

Once you complete the basic profile creation part, you will be redirected to the next step, “Attribute Mapping,” as guided in Step 7.

salesforce - create profile 10

Step 7

It is mandatory to map at least one attribute per Profile in the attribute mapping. The same can be edited any time after profile creation.

salesforce - create profile 11

You will get “Recommended” and “Optional” options to map attributes. You are free to choose only Recommended or both of them.

In Recommended, the attribute mapping is done based on Age Group, Brand, Color, Gender, Material, Size, and Pattern Style to the category that you have selected in the previous step.

To map attributes, you just need to click + icon as shown in the snapshot.

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Now, click on the “Finish” button to complete the process of creating a Profile.

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After completing Attribute Mapping, you will be prompted with the message “Profile Created Successfully,” and further, you will be redirected to the “Profiling” Page having the details of the Profile (s) created (please refer below the screenshot).

salesforce - create profile 14

To “View,” “Edit,” or “Delete” the Profile, click on three dots corresponding to that particular Profile.

You will be instructed further to make the updates or deletions accordingly.

salesforce - create profile 15

With this, we are done with the creation of a profile successfully!

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