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Overview

This document covers the installation process for installing the Hawksearch for CloudCraze (HS4CC) App onto Salesforce Commerce Cloud B2B (CloudCraze)

Pre Requisites

  • Salesforce Account with supporting lightning experience

  • B2B commerce 4.9 and higher

  • Configured Storefront for B2B Commerce

  • A signed contract or account with Hawksearch with access to login to the Hawksearch dashboard

Installation Steps

  1. To Install the APP use the HS2CC (v1.4) plugin installation URL below

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3i000002OM8Q

2. Click on the App Launcher in Salesforce and find the HS4CC Admin App as shown below

3. Click on the App and open it

4. Click on the HS4CC Admin Menu and then select “HS4CC Global Settings” From the dropdown.

5. Click “New” to create a New Record and enter “Global Settings” in Settings Name Field. Then Click “Save”

6. Once you complete steps above, you should see a screen similar to below.

Create API Keys for Using REST API calls

  1. From the gear icon in the top-right, navigate to Setup. From the ‘Quick Find’ box on the left, type in “App Manager” and select the menu item with the same name. On this screen, you will see a number of pre-built connection points. Let us add our own by selecting “New Connected App” in the top-right.

  2. Enter the following information and click “Save”:

Connected App Name: Hawksearch Client
API Name: Hawksearch_Client
Contact Email: <enter_your_email_address_here>
Enable OAuth Settings: checked
Callback URL: http://localhost/callback

Selected Oauth Scopes: Access and manage your data (api) (or full access)

3. This step takes a few minutes to complete.  You should receive an email once the setup is complete from salesforce

Note the “Consumer Key” and “Consumer Secret” listed on the app screen below.

4. The final piece of information you need is a security token. Navigate to the profile settings section (see below) and click on the “Reset My Security Token” (NOTE: It may take additional time until “Reset My Security Token” will become available after previous step. If you do not see this option please wait a few minutes and refresh the screen again.) . Complete the instructions steps on this screen to obtain a security token. Once completed you will receive email with “Security Token”.

Contact Hawksearch

NOTE: One of the pre requisites for installing the app is to ensure you have a Hawksearch Account you can connect the App to

 

  1. Contact your Hawksearch Sales Representative or Account manager with the request to create new Hawksearch account if you do not have one.

  2. If you already have an account then contract the Sales Representative or Account Manage and provide the following information about your account

    1. Engine Name

    2. Engine API Key

    3. Primary Contact Name

    4. Primary Contact Email

    5. Website URL

    6. Search Preview URL

  3. Also provide the following information about your storefront

    1. Consumer Key

    2. Consumer Secret

    3. Salesforce username (for accessing to B2B Commerce and SalesForce objects using rest API)

    4. Salesforce password (for accessing to B2B Commerce and SalesForce objects using rest API)

    5. Security Token (for using with username / password from above)

    6. Storefront Details (Storefront code, storefront front end urls )

  4. If a new engine is created in step 1 as mentioned above or you have not connected your existing engine to your Cloud Craze Administration please execute the steps below. Before proceeding further ensure you have the following information

    1. Engine Name

    2. Engine API Key

    3. Engine Tracking Key

Wrapping up installation in Salesforce

  1. Click on App Launcher inside salesforce console

  2. Select HS4CC Admin and click on it

  3. In HS4CC Admin menu select “HS4CC Storefront Settings” from dropdown

  4. Enter Storefront name (from B2C ecommerce CC Amin), for example DefaultStore

  5. Enter provided by Hawksearch Engine Name

  6. Enter provided by Hawksearch API Key

  7. Enter provided by Hawksearch Tracking Key

  8. Hawksearch Engine Comments for your reference (if needed)

NOTE:  If you need to use Hawksearch for multiple storefronts, repeat steps in the following sections

  • Contact Hawksearch

  • Wrapping up installation in Salesforce

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