Following the creation of an e-commerce site to market a line of sports shoes, Mary, Cloud Kicks' accountant, wanted to centralize all invoicing processes in her Salesforce Frisbii tool. As a result, Mary wants to retrieve online orders in Salesforce and invoice from Frisbii.
Viray takes a closer look at the Frisbii e-commerce solution, here are the functional details.
Installation requirements
Subscribe to Frisbii Pay as a payment solution
Implement the Frisbii Pay plug-in on your e-commerce site
Use Frisbii Support France to connect your Frisbii Pay account to the Salesforce organization.
Have a Frisbii version greater than or equal to 4.24
Important information: Frisbii does not communicate directly with the e-commerce site, but the information passes through Frisbii Pay. Frisbii retrieves the information created in Frisbii Pay, i.e. the Invoice and the Customer (equivalent to the Account/Contact in Salesforce).
Functional scope
Whatever your e-commerce site (WooCommerce, WordPress, Shopify, Expérience Cloud...), it must integrate the Frisbii Pay payment solution.
After each online purchase made via Frisbii Pay, Frisbii automates the following actions:
Invoice creation , with "Acknowledged" status (not "Issued")
Creation of the associated payment, with status "cashed" and the checkbox "pending" at false
Creation of the & billing contact account, based on the customer's complete information (billing address, delivery address, private or professional...). This creation is compatible with the Person Account feature activated in Salesforce.
Update account information & Billing contact, based on changes made on Frisbii Pay.
Product matching between the e-commerce site and your Salesforce Product Catalog
Locking of fields on Acknowledged Invoices, to prevent any changes being made to records from external systems
Reimbursement through the creation of a Frisbii credit note, the amount will be credited back to the payment method used when the order was placed.
Frisbii Dashboard included in the package: Order tracking
All that's left to do is follow your usual billing process to issue the invoice in Frisbii.