1. Install the latest version of the package:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t09000000R7CG&isdtp=p1
Enable store → Activate from setup → Stores → Hawksearch Store → Let's do it! button
Publish the store from experience builder
2. Perform the following if you are hosting the product images outside the Org:
Go to Experience Builder (When you are configuring your B2B store)
Goto Settings → Security
Set 'Security Level' to “Relaxed CSP: Permit Access to Inline Scripts and Allowed Host”
Under Trusted Sites For Scripts add the base URL for your product images
Publish the changes
3. Custom Search Page Creation:
Go to Experience Builder
On the top bar on the left side click the gear where it says Home to open Pages List
On the bottom click '+ Next Page'
Follow the instructions and create a page with name 'HWSSearch'
From the same drop-down select the page and drag the custom "hwsSearchMainComponent"
Publish the changes
Now when searching in the HWS Search Component - you will get redirected to this custom page
4. On Salesforce B2B setup without prior Hawksearch integration:
A. Create Named Credentials:
Go to Setup → Named Credentials → New Named Credential and create a Named Credential with below details:
| 1 | Label | HawksearchSearchAPI |
| 2 | Name | HawksearchSearchAPI |
| 3 | URL | URL for Hawksearch Search API |
| 4 | Identity Type | Named Principle |
| 5 | Authentication Protocol | Password Authentication |
| 6 | Username | 'username' |
| 7 | Password | {Hawksearch Search API Key} |
| 8 | Generate Authorization Header | False |
| 9 | Allow Merge Fields in HTTP Header | true |
| 10 | Allow Merge Fields in HTTP Body | true |
B. Create Custom Metadata records:
Go to Setup → Custom Metadata Type → New Custom Metadata Type
Create a new Custom Metadata Type with Label Hawksearch Credential
Following are its fields:
DatabaseNo Number(18, 0) (Required)
EngineName Text(255) (Required)
TrackingKey Text(255) (Required)
BaseImageUrl URL (Required) - This is the base URL for product images
After adding the fields click 'Manage Hawksearch Credentials' and create a new record with the appropriate values
C. Add Static Resources:
Go to Setup -> Static Resources -> New
Name: HawksearchResources
File: Choose a .zip with a static resource (there should be now base folder - directly /img /js etc.)
Cache-Control: Public
D. User permissions and adding the Customer Community Plus License:
There are a couple of steps that need to be taken in order for products to be properly viewed by the user.
Create Account. The user that creates the Account should have a Role specified that has the proper permissions.
Create Contact. Use the created account for the contact you are about to create.
Go to the contact you created on the right dropdown arrow select 'Enable Customer User'
Select User License -> 'Customer Community Plus'. Set Profile 'HWSBuyerUserProfile'
Now that we have set up the user we need to adjust some configurations in the B2B Commerce.Go to Commerce -> Buyer Groups from the top dropdown
Create a new Buyer Group
In 'Related' Tab of the Buyer Group under Buyer Group Members assign the Account you created
Under Stores - assign your B2B Commerce Store
At this point the user will be able to login to the store but they won't be having access to view any of the products.
We need to create now Commerce Entitlement Policy. The Entitlement Policies configure which products can be accessed by a specific Buyer Group.In Commerce in the dropdown select 'Entitlement Policies'
Create new Entitlement Policy
Go to your newly created Entitlement Policy and click on 'Related Tab'
Add the Buyer Group you have just created under Buyer Groups and all the products that you want this buyer group to have access to under 'Products'