{"title":"Enable Order on Behalf Of (OOBO)","category":"default","creationDate":1674038040,"content":"<p><a href=\"https:\/\/help.salesforce.com\/articleView?id=sf.om_order_on_behalf_of_overview_oobo.htm&amp;type=5\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\"> Order on Behalf Of (OOBO) <\/a>, also known as Order Entry, is a Salesforce feature that streamlines the purchasing process by enabling customer service employees to place orders on behalf of shoppers.<\/p>\n<p>With our OMS package, you can place OOBO orders with card payment methods, or use <a href=\"\/pt\/unified-commerce\/pay-by-link\">Pay by Link<\/a> to accept payments using an Adyen-hosted payment page, and offer the option to pay with more payment methods.<\/p>\n<h2>Requirements<\/h2>\n<table>\n<thead>\n<tr>\n<th style=\"text-align: left;\">Requirement<\/th>\n<th style=\"text-align: left;\">Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td style=\"text-align: left;\"><strong>Integration type<\/strong><\/td>\n<td style=\"text-align: left;\">Make sure that you have integrated with the following: <ul><li markdown=\"1\"><a href=\"\/pt\/plugins\/salesforce-commerce-cloud\/sfra\/\">Adyen Salesforce Commerce Cloud cartridge for SFRA or SiteGenesis<\/a>.<\/li><li> <a href=\"\/pt\/plugins\/salesforce-order-management-system\/install-and-set-up-the-package\/\">Adyen Salesforce OMS package<\/a>.<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: left;\"><strong><a href=\"\/pt\/development-resources\/api-credentials\/roles\/\">API credential roles<\/a><\/strong><\/td>\n<td style=\"text-align: left;\">Make sure that you have the following role: <ul><li markdown=\"1\"><strong>Web Service user with the API PCI Payments role<\/strong><\/li><\/ul><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: left;\"><strong><a href=\"\/pt\/account\/user-roles\">Customer Area roles<\/a><\/strong><\/td>\n<td style=\"text-align: left;\">If you want to offer Pay by Link, make sure that you have one of the following roles: <ul><li markdown=\"1\"><strong>Merchant admin<\/strong><\/li> <li markdown=\"1\"><strong>Pay by Link Settings<\/strong><\/li><\/ul><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: left;\"><strong><a href=\"\/pt\/development-resources\/webhooks\">Webhooks<\/a><\/strong><\/td>\n<td style=\"text-align: left;\">Subscribe to the following webhook: <ul><li markdown=\"1\">Standard webhooks<\/li><\/ul><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: left;\"><strong>Limitations<\/strong><\/td>\n<td style=\"text-align: left;\">OOBO with Pay by Link is only available on v3.2.0 and later versions of our OMS package, and supports <a href=\"#supported-payment-methods\">limited payment methods<\/a>.<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: left;\"><strong>Setup steps<\/strong><\/td>\n<td style=\"text-align: left;\">Before you begin: <ul><li markdown=\"1\">Make sure that you have a fully functional Salesforce OMS Org that is connected to your <a href=\"\/pt\/plugins\/salesforce-commerce-cloud\">Salesforce Commerce Cloud (SFCC)<\/a> storefront.<\/li><li markdown=\"1\">Integrate with our <a href=\"\/pt\/plugins\/salesforce-order-management-system\/install-and-set-up-the-package\/\">OMS package<\/a><\/li><\/ul><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>Supported payment methods<\/h2>\n<p>The OOBO feature supports:<\/p>\n<ul>\n<li><strong>Credit cards<\/strong>: take OOBO orders with <a href=\"\/pt\/plugins\/salesforce-commerce-cloud\/supported-payment-methods\/#credit-and-debit-cards\">credit cards supported by the SFCC cartridge<\/a> and do not require additional verification.<\/li>\n<li><strong>Pay by Link<\/strong>: accept payments using payment links for iDeal, Apple Pay, PayPal, and <a href=\"\/pt\/plugins\/salesforce-commerce-cloud\/supported-payment-methods\/#credit-and-debit-cards\">cards supported by the SFCC cartridge<\/a>.<\/li>\n<\/ul>\n<h2>How it works<\/h2>\n<p>Learn more about how to place orders on behalf of your shoppers in the <a href=\"https:\/\/help.salesforce.com\/s\/articleView?id=commerce.om_place_order_on_behalf_of_customer.htm&amp;type=5\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\"> Salesforce documentation<\/a>. In the OOBO flow, you place orders on behalf of your shoppers by entering their card details or sending them a payment link.<\/p>\n\n<div id=\"tabZefPg\">\n    <div data-component-wrapper=\"tabs\">\n        <tabs\n                        :items=\"[{&quot;title&quot;:&quot;OOBO with cards&quot;,&quot;content&quot;:&quot;\\n&lt;p&gt;Read about the payment flow for OOBO with cards in &lt;a href=\\&quot;https:\\\/\\\/help.salesforce.com\\\/s\\\/articleView?id=commerce.om_place_order_on_behalf_of_customer.htm&amp;amp;type=5\\&quot; target=\\&quot;_blank\\&quot; rel=\\&quot;nofollow noopener noreferrer\\&quot; class=\\&quot;external-link no-image\\&quot;&gt;Salesforce documentation&lt;\\\/a&gt;.&lt;\\\/p&gt;\\n&lt;h3&gt;Set up OOBO for cards&lt;\\\/h3&gt;\\n&lt;ol&gt;\\n&lt;li&gt;Follow the Salesforce documentation &lt;a href=\\&quot;https:\\\/\\\/help.salesforce.com\\\/s\\\/articleView?id=sf.om_order_on_behalf_of_overview_oobo.htm&amp;amp;type=5\\&quot; target=\\&quot;_blank\\&quot; rel=\\&quot;nofollow noopener noreferrer\\&quot; class=\\&quot;external-link no-image\\&quot;&gt; to configure OOBO &lt;\\\/a&gt;.&lt;\\\/li&gt;\\n&lt;li&gt;Follow the Salesforce documentation to &lt;a href=\\&quot;https:\\\/\\\/developer.salesforce.com\\\/docs\\\/atlas.en-us.order_management_developer_guide_html.meta\\\/order_management_developer_guide_html\\\/order_management_oobo_external_payments.htm\\&quot; target=\\&quot;_blank\\&quot; rel=\\&quot;nofollow noopener noreferrer\\&quot; class=\\&quot;external-link no-image\\&quot;&gt; install and set up the Salesforce External Payments Package &lt;\\\/a&gt;.&lt;\\\/li&gt;\\n&lt;li&gt;&lt;a href=\\&quot;#cart-and-checkout-data-connection\\&quot;&gt;Provision cart and checkout data connection type&lt;\\\/a&gt;.&lt;\\\/li&gt;\\n&lt;li&gt;&lt;a href=\\&quot;#associate-payment-gateway\\&quot;&gt;Associate a payment gateway to your B2C Commerce WebStore&lt;\\\/a&gt;.&lt;\\\/li&gt;\\n&lt;\\\/ol&gt;\\n&quot;,&quot;altTitle&quot;:null,&quot;oldTabId&quot;:&quot;oobo_with_cards_0_1&quot;,&quot;relation&quot;:&quot;&quot;},{&quot;title&quot;:&quot;OOBO with Pay by Link&quot;,&quot;content&quot;:&quot;\\n&lt;p&gt;The payment flow for OOBO with Pay by Link is similar to the &lt;a href=\\&quot;https:\\\/\\\/help.salesforce.com\\\/s\\\/articleView?id=commerce.om_place_order_on_behalf_of_customer.htm&amp;amp;type=5\\&quot; target=\\&quot;_blank\\&quot; rel=\\&quot;nofollow noopener noreferrer\\&quot; class=\\&quot;external-link no-image\\&quot;&gt;OOBO flow explained in the Salesforce documentation&lt;\\\/a&gt;. There are additional elements in our Pay by Link OOBO flow that enables the generation of a payment link.&lt;\\\/p&gt;\\n&lt;ol&gt;\\n&lt;li&gt;To place an order on behalf of your shopper, your store employee creates an account for the shopper in Salesforce. The account must have a contact record including the email field, and the currency of your store must match the account&#039;s currency.&lt;\\\/li&gt;\\n&lt;li&gt;From the account page for the account you created, under &lt;strong&gt;Actions &amp;amp; Recommendations&lt;\\\/strong&gt;, the store employee initiates the &lt;strong&gt;Adyen OOBO&lt;\\\/strong&gt; flow, and selects the store, and the product the shopper wants to purchase.&lt;\\\/li&gt;\\n&lt;li&gt;The store employee enters the billing and shipping address for the shopper, and selects a delivery option. The country and state codes should be in the two letter &lt;a href=\\&quot;https:\\\/\\\/www.iso.org\\\/standard\\\/72483.html\\&quot; target=\\&quot;_blank\\&quot; rel=\\&quot;nofollow noopener noreferrer\\&quot; class=\\&quot;external-link no-image\\&quot;&gt;ISO-3166-2&lt;\\\/a&gt; format.&lt;\\\/li&gt;\\n&lt;li&gt;The store employee previews the order details, the order details include:\\n&lt;ul&gt;\\n&lt;li&gt;The shopper&#039;s email, fetched from the account created for the shopper.&lt;\\\/li&gt;\\n&lt;li&gt;The payment link&#039;s duration of validity.&lt;\\\/li&gt;\\n&lt;\\\/ul&gt;&lt;\\\/li&gt;\\n&lt;li&gt;To create the order, your store employee selects &lt;strong&gt;Submit Order&lt;\\\/strong&gt;, and a payment link is generated. You must build your own logic to share this link with your shoppers.&lt;\\\/li&gt;\\n&lt;li&gt;Your store employee selects &lt;strong&gt;Finish&lt;\\\/strong&gt; to complete the process.&lt;\\\/li&gt;\\n&lt;\\\/ol&gt;\\n&lt;h3&gt;Set up OOBO for Pay by Link&lt;\\\/h3&gt;\\n&lt;ol&gt;\\n&lt;li&gt;Follow the Salesforce documentation &lt;a href=\\&quot;https:\\\/\\\/help.salesforce.com\\\/s\\\/articleView?id=sf.om_order_on_behalf_of_overview_oobo.htm&amp;amp;type=5\\&quot; target=\\&quot;_blank\\&quot; rel=\\&quot;nofollow noopener noreferrer\\&quot; class=\\&quot;external-link no-image\\&quot;&gt; to configure OOBO &lt;\\\/a&gt;. You only need to complete the following steps:\\n&lt;ol&gt;\\n&lt;li&gt;&lt;a href=\\&quot;https:\\\/\\\/help.salesforce.com\\\/s\\\/articleView?id=commerce.om_complete_prereq_oobo.htm&amp;amp;type=5\\&quot; target=\\&quot;_blank\\&quot; rel=\\&quot;nofollow noopener noreferrer\\&quot; class=\\&quot;external-link no-image\\&quot;&gt; Set up prerequisites for OOBO&lt;\\\/a&gt;.&lt;\\\/li&gt;\\n&lt;li&gt;&lt;a href=\\&quot;https:\\\/\\\/help.salesforce.com\\\/s\\\/articleView?id=commerce.om_delivery_methods_oobo.htm&amp;amp;type=5\\&quot; target=\\&quot;_blank\\&quot; rel=\\&quot;nofollow noopener noreferrer\\&quot; class=\\&quot;external-link no-image\\&quot;&gt; Configure a delivery method for OOBO&lt;\\\/a&gt;.&lt;\\\/li&gt;\\n&lt;li&gt;&lt;a href=\\&quot;https:\\\/\\\/help.salesforce.com\\\/s\\\/articleView?id=commerce.om_add_oobo_flow_object_page_oobo.htm&amp;amp;type=5\\&quot; target=\\&quot;_blank\\&quot; rel=\\&quot;nofollow noopener noreferrer\\&quot; class=\\&quot;external-link no-image\\&quot;&gt;Add the OOBO flow to an object page&lt;\\\/a&gt;. When you need to select an OOBO flow, select &lt;strong&gt;Adyen OOBO&lt;\\\/strong&gt;.&lt;\\\/li&gt;\\n&lt;\\\/ol&gt;&lt;\\\/li&gt;\\n&lt;li&gt;&lt;a href=\\&quot;#cart-and-checkout-data-connection\\&quot;&gt;Provision cart and checkout data connection type&lt;\\\/a&gt;.&lt;\\\/li&gt;\\n&lt;li&gt;&lt;a href=\\&quot;#associate-payment-gateway\\&quot;&gt;Associate a payment gateway to your B2C Commerce WebStore&lt;\\\/a&gt;.&lt;\\\/li&gt;\\n&lt;li&gt;&lt;a href=\\&quot;#assign-permissions\\&quot;&gt;Assign permissions&lt;\\\/a&gt; to your customer service employees to use the OOBO feature.&lt;\\\/li&gt;\\n&lt;li&gt;&lt;a href=\\&quot;#update-custom-metadata\\&quot;&gt;Update custom metadata fields to enable Pay by Link&lt;\\\/a&gt;.&lt;\\\/li&gt;\\n&lt;li&gt;&lt;a href=\\&quot;#add-payment-links\\&quot;&gt;Add payment links&lt;\\\/a&gt; to the order summary page.&lt;\\\/li&gt;\\n&lt;li&gt;&lt;a href=\\&quot;\\\/pt\\\/unified-commerce\\\/pay-by-link\\\/#add-your-terms-and-conditions\\&quot;&gt;Add your terms and conditions&lt;\\\/a&gt; to the Adyen-hosted payment page.&lt;\\\/ul&gt;&lt;\\\/li&gt;\\n&lt;\\\/ol&gt;\\n&lt;div class=\\&quot;notices yellow\\&quot;&gt;\\n&lt;p&gt;If you had an integration with the Adyen OMS package v3.1.0 or earlier, and are updating to v3.2.0 to use the Pay by Link feature, make sure to update your &lt;a href=\\&quot;\\\/pt\\\/plugins\\\/salesforce-order-management-system\\\/install-and-set-up-the-package?plugin=Salesforce%20OMS&amp;amp;integration=package&amp;amp;version=3.2.0#set-up-webhooks\\&quot;&gt;webhook configuration for v3.2.0&lt;\\\/a&gt; to receive webhooks that inform you of the payment status.&lt;\\\/p&gt;\\n&lt;\\\/div&gt;\\n&quot;,&quot;altTitle&quot;:null,&quot;oldTabId&quot;:&quot;oobo_with_pay_by_link_1_2&quot;,&quot;relation&quot;:&quot;&quot;}]\"\n            :should-update-when-url-changes='false'>\n        <\/tabs>\n    <\/div>\n<\/div>\n\n<h2 id=\"cart-and-checkout-data-connection\">Provision cart and checkout data connection type<\/h2>\n<ol>\n<li>In your Salesforce OMS Org, go to <strong>Setup<\/strong> and search for <strong>B2C Commerce Connections<\/strong>.<\/li>\n<li>Click <strong>Edit<\/strong> for the SFCC storefront for which you want to enable OOBO.<\/li>\n<li>Move <strong>Cart and Checkout Data<\/strong> from <strong>Inactive Connection Type<\/strong> to <strong>Selected Connection Type<\/strong> and select it.<\/li>\n<li>Click <strong>Save<\/strong>. After a few minutes, the connection type status will change to provisioned.<\/li>\n<\/ol>\n<h2 id=\"associate-payment-gateway\">Associate a payment gateway to your B2C Commerce WebStore<\/h2>\n<ol>\n<li>\n<p>In your Salesforce OMS Org, open the <strong>Developer Console<\/strong>.<\/p>\n<\/li>\n<li>\n<p>Run the following query to get the WebStore Id for your SFCC storefront:<\/p>\n<pre><code class=\"language-text\">SELECT Id, ExternalReference, Name, Type, DefaultTaxLocaleType, CurrencyIsoCode, DefaultLanguage, SupportedLanguages, SupportedCurrencies  FROM WebStore<\/code><\/pre>\n<\/li>\n<li>\n<p>In the response, check the <code>ExternalReference<\/code> and <code>Name<\/code> fields to identify the Id that corresponds to your SFCC storefront and save it.<\/p>\n<\/li>\n<li>\n<p>Make sure that the <code>CurrencyIsoCode<\/code>, <code>DefaultLanguage<\/code>, <code>SupportedLanguages<\/code>, and <code>SupportedCurrencies<\/code> fields are populated.<\/p>\n<\/li>\n<li>\n<p>Make sure that the <code>DefaultLanguage<\/code> field matches the Default Locale of your SFCC storefront.<\/p>\n<\/li>\n<li>\n<p>In your <strong>Developer Console<\/strong>, run the following query to get the Payment Gateway Id used for your SFCC storefront:<\/p>\n<pre><code class=\"language-text\">SELECT Id, PaymentGatewayName, PaymentGatewayProviderId, Status FROM PaymentGateway<\/code><\/pre>\n<p>The correct Id has <strong>Adyen<\/strong> for <code>PaymentGatewayName<\/code>. You <a href=\"\/pt\/plugins\/salesforce-order-management-system\/install-and-set-up-the-package\">set your Payment Gateway Name<\/a> when you set up OMS.<\/p>\n<\/li>\n<li>\n<p>In your <strong>Developer Console<\/strong>, create a <code>StoreIntegratedService<\/code> entity with the WebStore and Payment Gateway Ids you obtained:<\/p>\n<pre><code class=\"language-java\">StoreIntegratedService sis = new StoreIntegratedService(\n  StoreId = 'YOUR_WEBSTORE_ID',\n  Integration = 'YOUR_PAYMENT_GATEWAY_ID',\n  ServiceProviderType = 'Payment'\n);\ninsert sis;<\/code><\/pre>\n<\/li>\n<\/ol>\n<h2>Assign permissions<\/h2>\n<div class=\"notices green\">\n<p>This step is only required if you want to support Pay by Link payments with OOBO.<\/p>\n<\/div>\n<p>To let your customer service employees use the OOBO feature, assign the <a href=\"\/pt\/plugins\/salesforce-order-management-system\/install-and-set-up-the-package\/?plugin=Salesforce%20OMS&amp;integration=package&amp;version=3.2.0#configure-named-credential\">External Credential<\/a> you created to them.<\/p>\n<h2 id=\"update-custom-metadata\">Update custom metadata fields to enable Pay by Link<\/h2>\n<div class=\"notices green\">\n<p>This step is only required if you want to support Pay by Link payments with OOBO.<\/p>\n<\/div>\n<ol>\n<li>In your Salesforce OMS Org, Go to <strong>Setup<\/strong> &gt; <strong>Custom Code<\/strong> &gt; <strong>Custom Metadata Types<\/strong>.<\/li>\n<li>Scroll down to <strong>Adyen Adapter Layout<\/strong>, and select <strong>Edit<\/strong>.<\/li>\n<li>Drag and drop the <strong>Payment Link Expiry Duration<\/strong>, <strong>Payment Link Return URL<\/strong>, and <strong>Payment Link Theme ID<\/strong> fields to the <strong>Adyen Adapter Layout<\/strong>.<\/li>\n<li>Select <strong>Save<\/strong>.<\/li>\n<li>Select <strong>Manage Adyen Adapters<\/strong>.<\/li>\n<li>Next to <strong>Adyen Default<\/strong>, select <strong>Edit<\/strong>.<\/li>\n<li>\n<p>Fill the following fields:<\/p>\n<table>\n<thead>\n<tr>\n<th>Field<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>Payment Link Expiry Duration<\/strong><\/td>\n<td>The duration after which a payment link expires. The default value is 24 hours.<\/td>\n<\/tr>\n<tr>\n<td><strong>Payment Link Return URL<\/strong><\/td>\n<td>The URL to which your shoppers should be redirected after completing the payment on the Adyen-hosted payment page.<\/td>\n<\/tr>\n<tr>\n<td><strong>Payment Link Theme ID<\/strong><\/td>\n<td>The ID of the <a href=\"\/pt\/unified-commerce\/pay-by-link\/create-payment-links\/customer-area\/#themes\">Pay by Link theme<\/a>. When not specified, the default theme set in your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a> will be used.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/li>\n<li>Select <strong>Save<\/strong>.<\/li>\n<\/ol>\n<h2>Add payment links<\/h2>\n<div class=\"notices green\">\n<p>This step is only required if you want to support Pay by Link payments with OOBO.<\/p>\n<\/div>\n<p>To show the payment links on the order summary pages, configure your order summary page layout.<\/p>\n<ol>\n<li>In your Salesforce OMS Org, Go to <strong>Setup<\/strong> &gt; <strong>Object Manager<\/strong>.<\/li>\n<li>Select <strong>Order Summary<\/strong>.<\/li>\n<li>Select <strong>Page Layouts<\/strong>, and then select <strong>Order Summary Layout<\/strong>.<\/li>\n<li>In the layout editor, drag the <strong>Payments links<\/strong> field to the <strong>Related List<\/strong> section.<\/li>\n<\/ol>\n<h2 id=\"manage-payment-links\">Add configuration to manage payment links<\/h2>\n<div class=\"notices green\">\n<p>This step is only required if you want to support Pay by Link payments with OOBO.<\/p>\n<\/div>\n<p>Add configuration to add buttons to your order summary page that lets you expire and regenerate payment links.<\/p>\n<ol>\n<li>On the <strong>Order Summary Layout<\/strong> page, next to the <strong>Payment Links<\/strong> related list, select the wrench icon.<\/li>\n<li>Expand the <strong>Buttons<\/strong> section.<\/li>\n<li>Move the <strong>Expire Link<\/strong> and <strong>Regenerate Link<\/strong> buttons from <strong>Available Buttons<\/strong> to <strong>Selected Buttons<\/strong>.<\/li>\n<li>Selected <strong>OK<\/strong>.<\/li>\n<li>Select <strong>Save<\/strong> to save your changes to the page layout.<\/li>\n<\/ol>\n<p>After you have set up the buttons, you can manage your payment links from the OMS.<\/p>\n<p>After a payment link is created, in Salesforce, navigate to the order summary page. On this page, you can select either:<\/p>\n<ul>\n<li><strong>Expire<\/strong>: all payment links associated with the order will be expired, and shoppers cannot continue to make payments using the previously generated links.<\/li>\n<li><strong>Regenerate<\/strong>: all payment links associated with the order will be expired, and a new payment link will be generated.<\/li>\n<\/ul>\n<h2>Troubleshooting<\/h2>\n<p>The following are common problems and ways to troubleshoot if you experience issues when executing the OOBO flow.<\/p>\n<h3>Problems related to the locale<\/h3>\n<p>Check if <a href=\"#associate-payment-gateway\">the value for the <code>DefaultLanguage<\/code> field<\/a> of your WebStore matches the default locale in your SFCC.<\/p>\n<h3>Missing permissions<\/h3>\n<p>If you get the <strong><em>This feature is not currently enabled for this user<\/em><\/strong> message, your user needs the <strong>Order Management Operations Manager<\/strong> permission.<\/p>\n<p><a href=\"https:\/\/help.salesforce.com\/s\/articleView?id=sf.perm_sets_assigning.htm&amp;type=5\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Assign permission sets<\/a>.<\/p>\n<h3>Invalid Tenant<\/h3>\n<p>If you get the <strong><em>Tenant not validated for this Tenant Group<\/em><\/strong> message, check if <a href=\"#cart-and-checkout-data-connection\">your Cart and Checkout Data connection is set up correctly<\/a>.<\/p>\n<h3>Delivery methods<\/h3>\n<p>If you get the <strong><em>No available delivery methods<\/em><\/strong> message, make sure that you set up all active shipping methods for the product currency you are using in Salesforce. <\/p>\n<h3>Gateway error<\/h3>\n<p>If you get a gateway error when placing the order, make sure that you are using the <a href=\"#associate-payment-gateway\">right payment gateway Id<\/a> and that your adapter configuration is correct.<\/p>\n<h3>Missing merchant account role<\/h3>\n<p>If the API Logs in your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a> &gt; <strong>Developers<\/strong> &gt; <strong>API Logs<\/strong> display the <strong>403<\/strong> <a href=\"\/pt\/development-resources\/response-handling\/#http-responses\">HTTP response<\/a>, your API credential is missing the required account role.<\/p>\n<p>Assign the <a href=\"\/pt\/development-resources\/api-credentials\/roles\/#frequently-used-roles-for-payments\">API PCI Payments role<\/a> to your API credential.<\/p>","url":"https:\/\/docs.adyen.com\/pt\/plugins\/salesforce-order-management-system\/set-up-oobo","articleFields":{"description":"Learn how to enable the Order on Behalf Of feature in your Adyen Salesforce Order Management System package.","feedback_component":true,"last_edit_on":"09-10-2024 10:30","filters_component":false,"page_id":"39341360-00c7-41e5-8fd4-8a3cae646d5d","decision_tree":"[]"},"algolia":{"url":"https:\/\/docs.adyen.com\/pt\/plugins\/salesforce-order-management-system\/set-up-oobo","title":"Enable Order on Behalf Of (OOBO)","content":" Order on Behalf Of (OOBO) , also known as Order Entry, is a Salesforce feature that streamlines the purchasing process by enabling customer service employees to place orders on behalf of shoppers.\nWith our OMS package, you can place OOBO orders with card payment methods, or use Pay by Link to accept payments using an Adyen-hosted payment page, and offer the option to pay with more payment methods.\nRequirements\n\n\n\nRequirement\nDescription\n\n\n\n\nIntegration type\nMake sure that you have integrated with the following: Adyen Salesforce Commerce Cloud cartridge for SFRA or SiteGenesis. Adyen Salesforce OMS package.\n\n\nAPI credential roles\nMake sure that you have the following role: Web Service user with the API PCI Payments role\n\n\nCustomer Area roles\nIf you want to offer Pay by Link, make sure that you have one of the following roles: Merchant admin Pay by Link Settings\n\n\nWebhooks\nSubscribe to the following webhook: Standard webhooks\n\n\nLimitations\nOOBO with Pay by Link is only available on v3.2.0 and later versions of our OMS package, and supports limited payment methods.\n\n\nSetup steps\nBefore you begin: Make sure that you have a fully functional Salesforce OMS Org that is connected to your Salesforce Commerce Cloud (SFCC) storefront.Integrate with our OMS package\n\n\n\nSupported payment methods\nThe OOBO feature supports:\n\nCredit cards: take OOBO orders with credit cards supported by the SFCC cartridge and do not require additional verification.\nPay by Link: accept payments using payment links for iDeal, Apple Pay, PayPal, and cards supported by the SFCC cartridge.\n\nHow it works\nLearn more about how to place orders on behalf of your shoppers in the  Salesforce documentation. In the OOBO flow, you place orders on behalf of your shoppers by entering their card details or sending them a payment link.\n\n\n    \n        \n        \n    \n\n\nProvision cart and checkout data connection type\n\nIn your Salesforce OMS Org, go to Setup and search for B2C Commerce Connections.\nClick Edit for the SFCC storefront for which you want to enable OOBO.\nMove Cart and Checkout Data from Inactive Connection Type to Selected Connection Type and select it.\nClick Save. After a few minutes, the connection type status will change to provisioned.\n\nAssociate a payment gateway to your B2C Commerce WebStore\n\n\nIn your Salesforce OMS Org, open the Developer Console.\n\n\nRun the following query to get the WebStore Id for your SFCC storefront:\nSELECT Id, ExternalReference, Name, Type, DefaultTaxLocaleType, CurrencyIsoCode, DefaultLanguage, SupportedLanguages, SupportedCurrencies  FROM WebStore\n\n\nIn the response, check the ExternalReference and Name fields to identify the Id that corresponds to your SFCC storefront and save it.\n\n\nMake sure that the CurrencyIsoCode, DefaultLanguage, SupportedLanguages, and SupportedCurrencies fields are populated.\n\n\nMake sure that the DefaultLanguage field matches the Default Locale of your SFCC storefront.\n\n\nIn your Developer Console, run the following query to get the Payment Gateway Id used for your SFCC storefront:\nSELECT Id, PaymentGatewayName, PaymentGatewayProviderId, Status FROM PaymentGateway\nThe correct Id has Adyen for PaymentGatewayName. You set your Payment Gateway Name when you set up OMS.\n\n\nIn your Developer Console, create a StoreIntegratedService entity with the WebStore and Payment Gateway Ids you obtained:\nStoreIntegratedService sis = new StoreIntegratedService(\n  StoreId = 'YOUR_WEBSTORE_ID',\n  Integration = 'YOUR_PAYMENT_GATEWAY_ID',\n  ServiceProviderType = 'Payment'\n);\ninsert sis;\n\n\nAssign permissions\n\nThis step is only required if you want to support Pay by Link payments with OOBO.\n\nTo let your customer service employees use the OOBO feature, assign the External Credential you created to them.\nUpdate custom metadata fields to enable Pay by Link\n\nThis step is only required if you want to support Pay by Link payments with OOBO.\n\n\nIn your Salesforce OMS Org, Go to Setup &gt; Custom Code &gt; Custom Metadata Types.\nScroll down to Adyen Adapter Layout, and select Edit.\nDrag and drop the Payment Link Expiry Duration, Payment Link Return URL, and Payment Link Theme ID fields to the Adyen Adapter Layout.\nSelect Save.\nSelect Manage Adyen Adapters.\nNext to Adyen Default, select Edit.\n\nFill the following fields:\n\n\n\nField\nDescription\n\n\n\n\nPayment Link Expiry Duration\nThe duration after which a payment link expires. The default value is 24 hours.\n\n\nPayment Link Return URL\nThe URL to which your shoppers should be redirected after completing the payment on the Adyen-hosted payment page.\n\n\nPayment Link Theme ID\nThe ID of the Pay by Link theme. When not specified, the default theme set in your Customer Area will be used.\n\n\n\n\nSelect Save.\n\nAdd payment links\n\nThis step is only required if you want to support Pay by Link payments with OOBO.\n\nTo show the payment links on the order summary pages, configure your order summary page layout.\n\nIn your Salesforce OMS Org, Go to Setup &gt; Object Manager.\nSelect Order Summary.\nSelect Page Layouts, and then select Order Summary Layout.\nIn the layout editor, drag the Payments links field to the Related List section.\n\nAdd configuration to manage payment links\n\nThis step is only required if you want to support Pay by Link payments with OOBO.\n\nAdd configuration to add buttons to your order summary page that lets you expire and regenerate payment links.\n\nOn the Order Summary Layout page, next to the Payment Links related list, select the wrench icon.\nExpand the Buttons section.\nMove the Expire Link and Regenerate Link buttons from Available Buttons to Selected Buttons.\nSelected OK.\nSelect Save to save your changes to the page layout.\n\nAfter you have set up the buttons, you can manage your payment links from the OMS.\nAfter a payment link is created, in Salesforce, navigate to the order summary page. On this page, you can select either:\n\nExpire: all payment links associated with the order will be expired, and shoppers cannot continue to make payments using the previously generated links.\nRegenerate: all payment links associated with the order will be expired, and a new payment link will be generated.\n\nTroubleshooting\nThe following are common problems and ways to troubleshoot if you experience issues when executing the OOBO flow.\nProblems related to the locale\nCheck if the value for the DefaultLanguage field of your WebStore matches the default locale in your SFCC.\nMissing permissions\nIf you get the This feature is not currently enabled for this user message, your user needs the Order Management Operations Manager permission.\nAssign permission sets.\nInvalid Tenant\nIf you get the Tenant not validated for this Tenant Group message, check if your Cart and Checkout Data connection is set up correctly.\nDelivery methods\nIf you get the No available delivery methods message, make sure that you set up all active shipping methods for the product currency you are using in Salesforce. \nGateway error\nIf you get a gateway error when placing the order, make sure that you are using the right payment gateway Id and that your adapter configuration is correct.\nMissing merchant account role\nIf the API Logs in your Customer Area &gt; Developers &gt; API Logs display the 403 HTTP response, your API credential is missing the required account role.\nAssign the API PCI Payments role to your API credential.","type":"page","locale":"pt","boost":17,"hierarchy":{"lvl0":"Home","lvl1":"Plugins","lvl2":"Salesforce Order Management System","lvl3":"Enable Order on Behalf Of (OOBO)"},"hierarchy_url":{"lvl0":"https:\/\/docs.adyen.com\/pt","lvl1":"https:\/\/docs.adyen.com\/pt\/plugins","lvl2":"https:\/\/docs.adyen.com\/pt\/plugins\/salesforce-order-management-system","lvl3":"\/pt\/plugins\/salesforce-order-management-system\/set-up-oobo"},"levels":4,"category":"Plugins","category_color":"green","tags":["Enable","Order","Behalf","(OOBO)"]}}
