Onboarding with Salesforce Commerce Cloud – Rokt Catalog

This guide walks you through onboarding to Rokt Catalog as a Brand using Salesforce Commerce Cloud (SFCC).

Create your account

The email and password you create on this step are used to log in to Catalog going forward.

Select Salesforce Commerce Cloud as your integration type

Complete your brand profile

Set your desired partnership terms

Terms listed here are displayed on your profile for potential Partners to see. You always have the chance to renegotiate or set new terms before a partnership is established.

Salesforce Commerce Cloud setup

You need to provide 5 pieces of information to complete onboarding. Below are instructions for where to find each.

1. Organization ID and Short Code

These are found in SFCC Business Manager. You must have the Business Manager Administrator role in Account Manager and know the Business Manager URL to access this information.

Go to Administration > Site Development > Salesforce Commerce API Settings.

2. Site ID

This is also found in SFCC Business Manager.

Go to Administration > Sites > Manage Site and take note of the ID for the site you want to enable API access for.

3. API Client ID and Password

You need to create an API client and share these credentials with Catalog to grant API access for your shop. You can read more at the Salesforce Help Center.

Log into SFCC Account Manager.
Go to API Client > Add API Client.
Enter a display name and create a password. Take note of this password to share with Catalog (this is the API Client Password).
Go to the Organizations section > select Add > select the organization of the instance you want to enable access for.
Go to the Roles section > select Add > go to the Salesforce Commerce API category > select the Salesforce Commerce API.
Select the filter button on the right, select the organization and the instances you want to enable access for.
Go to the Open ID Connect section.
Paste the following scopes into the Default Scopes section:
```
mail
roles
tenantFilter
profile
openId
```

Paste the following scopes into the Allowed Scopes section:

sfcc.catalogs
sfcc.catalogs.rw
sfcc.inventory.availability
sfcc.inventory.availability.rw
sfcc.inventory.impex-graphs
sfcc.inventory.impex-inventory
sfcc.inventory.impex-inventory.rw
sfcc.inventory.reservations
sfcc.inventory.reservations.rw
sfcc.orders
sfcc.orders.rw
sfcc.products
sfcc.products.rw

Select client_secret_post for Token Endpoint Auth Method and ensure Access Token Format is set to JWT.
Select Save.
Find your new API client in the table and take note of the value in the API Client ID column to share with Catalog.

4. Configuring Delta Exports

Go to Administration > Site Development > Delta Exports. If Delta Exports is not visible, reach out to SFCC Support.
Select New > enter "Canal Catalog Export" (case sensitive) as the name > select Create.
Enter "canal" (case sensitive) in the Consumers section > select Export Full Base Products.
Expand the Catalogs section > select the catalog you are importing products for.
Select Apply.
Go to the Schedule section > select the Enabled checkbox > set Catalog and Pricebook to "Every 1 hours" > select Apply. For inventory, set "Every" to every 10 minutes.
Repeat steps 2–6 for "Inventory" and "Pricebook", using export titles "Canal Inventory Export" and "Canal Pricebook Export".
Go to Administration > Organization > WebDAV Client Permissions.

Add the following to your permissions, replacing API_CLIENT_ID with the API client ID you generated:

{
"clients": [
    {
        "client_id": "{API_CLIENT_ID}",
        "permissions": [
            {
                "path": "/impex/src/platform/outbox/canal",
                "operations": [
                    "read"
                ]
            }
        ]
    }
]
}

Select Save.

5. Configuring SLAS

You must have the SLAS Organization Administrator role to complete this step. This can be assigned in Account Manager. Read more in the Salesforce reference.

Go to the following URL, replacing short-code with your short code:

https://{{short-code}}.api.commercecloud.salesforce.com/shopper/auth-admin/v1/ui/

Select Token in the top nav.
Select Copy admin token to clipboard (it expires after 30 minutes).

6. Data Imports

Log into SFCC Business Manager, go to Merchant Tools and select the site you are connecting to Catalog.
Go to Products and Catalog > Import and Export.
Select Export under the Catalog section.
Select the catalog you want to export, enter a name for the export file, and select either "Export entire catalog" or "Export specific products" (we recommend exporting the entire catalog).
Select the catalog name you entered, download the generated catalog XML file, and upload it to Catalog.
Repeat steps 3–5 for the pricebook export.
Repeat steps 3–5 for the inventory list export. Note: Only select a single inventory list. This must be the inventory list assigned to the site you are integrating with Catalog.