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

Products Tab

This tab gives a comprehensive real-time status of the operations performed on the products. Let’s understand this product management block-wise as displayed below:

salesforce - product 1

Product Status

It shows the following statuses:

  • All: Total no. of products Uploaded
  • Error(s): Total no. of products with errors that need to be corrected.
  • Not Uploaded: Total no. of products imported from the Salesforce Commerce Store to the app but not uploaded in the product catalog.
  • Warning(s): Total no. of products with the warning that needs to be corrected.
  • Finished: Total no. of products uploaded and are available in the product catalog.

Bulk Upload Product and More Actions

As shown in Section 5 – Dashboard, you have two options to bulk upload the products, either with the default selection or profile-wise.

In one click you can sync product importing with Salesforce or Facebook and Instagram Shops.

  • Sync with Salesforce: This operation will import your products from Salesforce to the CedCommerce app.
  • Sync with Facebook: This operation will sync the status by matching the Product IDs available on the CedCommerce App with that of the Meta Catalogue. For all the products of which the match will be found to be true, the status will be changed to Finished in the CedCommerce App.

More Filters

Product Type, Quantity, Source ID, and Profile are the extra filters apart from the provided Additional Fields (- price and type) for a more refined product search.

salesforce - product 2

Select the option “More Filters” —> Choose the detail from a dropdown or enter the details and then click on “Apply”.

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