Salesforce

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Installation Steps

Salesforce integration supposes adding the necessary cartridges into an SFCC reference application.

Tabby cartridge package contains 3 folders:

1. int_tabby_core – Tabby core implementations both for Sitegenesis and SFRA
2. int_tabby_sfra – Tabby SFRA changes/implementations
3. bm_tabby – Tabby Business Manager module

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Cartridges Installation

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Adding Cartridges in Salesforce Commerce Cloud Studio

1. Open package.json and ensure the base path mentioned is correctly resolved (please provide the correct path to app_storefront_base)
2. Open the command prompt and run ‘npm install’ (assuming node.js (12.21.0 and above) is installed) to install all of the local dependencies
3. Run the “npm run compile”
4. Create the dw.json file:

{
    "hostname": "your-sandbox-hostname.demandware.net",
    "username": "yourlogin",
    "password": "yourpwd",
    "code-version": "version_to_upload_to"
}

5. Upload this code to the environment using the command ‘npm run uploadCartridge’, that will upload the int_tabby_core , int_tabby_sfra and bm_tabby cartridges to the sandbox you specified in dw.json file

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Activating Cartridges in Business Manager

Before Tabby functionality can become available to Reference Architecture, the cartridges need to be added to the cartridge path of the site. In order to do this, follow the following instructions:

• Log into Business Manager
• Navigate to Administration -> Sites -> Manage Sites
• Click on the site name
• Go to the “Settings” tab
• In the textbox cartridges add int_tabby_sfra:int_tabby_core before app_storefront_base

• Click Apply
• Repeat steps 3 to 5 for each site that is to use Tabby
• To run the Jobs and have tabby BM module, Navigate to Administration -> Sites -> Manage Sites
• Go to the “Manage the Business Manager site” tab
• In the textbox cartridges add int_tabby_core:bm_tabby to the start

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Configuration

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Importing Meta Data with a single Site Import

All import files are located in the import folder (metadata) within the cartridge installation pack. To import necessary Tabby settings:

• Open the metadata folder from the repository structure (open jobs.xml) and change the references of RefArchGlobal to your site id;
• Open the metadata/sites folder from the repository structure and change the folder name from RefArchGlobal to your site id. If you have multiple sites with Tabby, then copy RefArchGlobal folder and rename it with your other site id(s).
• Open the metadata/sites/YourSiteID/preferences.xml file from the repository structure;
• Fill in tabbyServiceCredentialPublicKey and tabbyServiceCredentialSecretKey with keys provided by your account manager from Tabby;
• Fill in tabbyWebhooksTitle and tabbyWebhooksValue values;
• Compress the metadata folder from the repository structure;
• Log in to the Business Manager and navigate to Administration -> Site Development -> Site Import & Export, upload the zipped folder, go back and use the import button to import the file;
• After a successful import, the entire configuration requirements needed for Tabby are available according to your Tabby account data.

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Managing Tabby Custom Site Preferences

In Business Manager, navigate to the Site -> Merchant Tools -> Site Preferences -> Custom Preferences. A custom site preference group “Tabby” is available. Please select it and edit the attributes according to your Tabby account data.

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Managing Tabby Payment Processor

In Business Manager select the required site from the dropdown and navigate to Merchant Tools -> Ordering -> Payment Processors.

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Managing Tabby Payment Methods

In the integration package, a payment method definition is provided in the file that you have already imported

1. Navigate to Merchant Tools -> Ordering -> Payment Methods;
2. Enable/Disable the Payment Method under Ordering -> Payment Methods section that needs to be activated. Repeat these steps for all the Payment Methods that are required to be supported on the site.

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Managing Jobs

In the integration package, a job definition is provided in the import zip (metadata.zip) file (jobs.xml). Make sure to associate the jobs with the respective merchant site.

Tabby-CaptureShippedOrders

It captures the payments that are authorized by Tabby. This job fetches the orders which have confirmationStatus=CONFIRMED, paymentStatus=NOTPAID, shippingStatus=SHIPPED and custom.tabbyPaymentStatus: AUTHORIZED.

If the site preference “Immediate Capture On Authorize” is set to “True”, it is not necessary to enable this job.

Tabby-RegisterWebhooks

It registers the Webhooks for the sites defined by merchantcodes from the “Site preference” tab. Each merchant_code needs to be registered separately. This job is a one time job to register the Webhooks. It is important to fill in “Webhooks Title” and “Webhooks Value” in the “Site Preferences” before running this job.

Tabby-Feedback

It processes the TabbyFeedback custom objects that are saved within the TabbyWebhooks-Process endpoint. Custom object details are to compare with the order payment statuses. If there is a difference between the order/payment status, the job will synchronize the order/payment statuses based on the TabbyFeedback details.

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Tabby Business Manager Module

The cartridge for Business Manager module bm_tabby is present in the installation package. It helps processing capture and refund APIs. To enable/activate it, do the following:

1. Navigate to Administration -> Organization -> Roles & Permissions;
2. Click Administrator in the Roles;
3. Click Business Manager Modules;
4. Select the sites where you have Tabby;
5. Click Apply;
6. Scroll to Ordering -> Tabby Orders and check the checkbox;
7. Click Update at the bottom of the page;

Once it is enabled, “Tabby Orders” will be placed under Merchant Tools > Ordering