Valiopt

Salesforce Commerce Cloud integration

Salesforce Commerce Cloud integration for customer support automation

The Valiopt Salesforce Commerce Cloud integration connects customer support to commerce data across sites, catalogs, customers, baskets, orders, and fulfillment. Workflows can coordinate storefront context with the rest of your Salesforce and service operation.

Salesforce Commerce Cloud logo

Workflow coverage

What you can automate with Salesforce Commerce Cloud

Join storefront and OMS status

Reconcile Commerce Cloud order data with fulfillment or order-management events before explaining where an order stands.

Support multi-site commerce

Select the right site, locale, currency, catalog, price book, and business rules for the customer.

Handle changes and cancellations

Apply operational cutoffs and approval rules before updating or routing an order request.

Guide returns and refunds

Coordinate eligibility, return instructions, refund status, and exceptions across commerce and service systems.

Apply price books and promotions

Answer product and pricing questions using the correct site catalog, variation model, customer group, price book, and promotion.

Connect commerce and service context

Combine Commerce Cloud records with CRM and service history for complete customer handoffs.

Connected data

Give every conversation the right context

Valiopt brings the relevant Salesforce Commerce Cloud data into each workflow so responses and actions reflect what is happening now.

  • Customers, profiles, and addresses
  • Baskets, orders, and payments
  • Products, variations, and catalogs
  • Price books and promotions
  • Inventory and shipment status
  • Sites, locales, and custom objects

Implementation

Built around your Salesforce Commerce Cloud setup

01

Map sites, realms, and instances

We document the Commerce Cloud sites, organizations, environments, locales, catalogs, and operational systems involved in support.

02

Configure SCAPI and SLAS access

Valiopt uses scoped Shopper and Admin API access with the appropriate client and shopper authorization model for each workflow.

03

Bridge commerce and service records

Customer, case, loyalty, and service context can be joined with commerce data while preserving the ownership of each Salesforce product.

Connect Salesforce Commerce Cloud to your support operation

We configure the integration, workflows, actions, and escalation paths around the way your team works.