How to integrate B-Cart with Salesforce to automatically add orders from B-Cart to Salesforce when an order is placed

Would you like to create an efficient and productive environment through app integration?
This time, we will explain how to automatically add data to Salesforce when an order occurs by integrating B-Cart with Salesforce.
By automating this process, you can eliminate the hassle of manual input and aim to improve operational efficiency.
This app integration can be easily implemented without programming, so please give it a try.

Recommended for

・EC site operators who use Salesforce and want to streamline manual order data entry
・Sales representatives who use B-Cart and want to reduce workload through automatic order information transcription
・Team leaders who have a large number of orders and want to implement automation to reduce data transcription errors
・Marketing personnel interested in data analysis with Salesforce and want to build an accurate and efficient data collection and analysis foundation

Benefits and Examples of Integrating B-Cart with Salesforce

Benefit 1: Reduction of Workload

By automating the transcription of order information to Salesforce, the hassle of manually entering data is reduced.
Especially when there are many orders or during busy periods, the time spent on data entry tends to increase, but automation helps prevent this risk and supports reducing staff burden.
As a result, staff can focus on other important tasks, which is expected to improve the overall efficiency of operations.
Additionally, by automatically transferring order data to Salesforce, data is updated quickly, and overall office work efficiency is expected to improve.

Benefit 2: Reduction of Data Transcription Errors

Human data entry can inevitably lead to input errors. Especially when order details are complex or when processing large amounts of data, numerical input errors or incorrect order information transcription can become issues.
By integrating B-Cart with Salesforce, order information is automatically transcribed, preventing human errors.
This is expected to reduce the cost of correction work that occurs later and customer support due to errors.
As a result, it supports improving business speed and customer satisfaction.

Benefit 3: Improvement of Data Analysis Accuracy

By automatically transferring order information to Salesforce, data is accurately centralized, allowing for smooth data analysis.
When entered manually, there is a possibility of data inconsistency or omissions, and the burden of review work, but automation reduces this risk and is expected to enable efficient analysis while improving data accuracy.
This supports the effectiveness of performance measurement and sales analysis, as well as the foundation for strategizing.
For example, if a specific product group is selling well, adjusting inventory or promotions based on that data can be expected to have an effect.

Now, let's explain how to "automatically add to Salesforce when an order occurs in B-Cart" using a tool called Yoom.

[What is Yoom]

How to Create a B-Cart and Salesforce Integration Flow

Here, we will explain the steps for app integration. The general flow is as follows:
・Integrate B-Cart and Salesforce with My Apps
・Copy the template
・Set triggers in B-Cart and actions in Salesforce
・Set the trigger to ON and complete the preparation for flow operation
If you are already registered with Yoom, please log in. If not, please register for free and proceed with the setup.

Step 1: Integrate B-Cart and Salesforce with My Apps

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First, integrate B-Cart and Google Sheets with My Apps.
After logging into Yoom, click "My Apps" on the left side of the screen and proceed with the setup by clicking "+New Connection".

Next, search for and click on B-Cart.

The login page will be displayed. Enter the email address and password registered with B-Cart, and click login.

Once access is granted, the My Apps integration is complete.

Next, search for Salesforce.
If you want to try it in a sandbox environment, select Salesforce (Sandbox Environment). If you want to set it up in a production environment, click Salesforce.
Then, log in to Salesforce and grant access to complete the integration.
For more detailed instructions on integrating Salesforce, please refer to this guide.

※Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you set up will result in errors, so please be careful.
※Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are normally restricted.

Next, proceed with the setup using the flow bot template. Log in to Yoom and click "Try it" on the banner below.

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A message saying "Template has been copied!" will be displayed, so click "OK" to complete the copy.

Step 2: Set the Trigger

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Set the trigger for B-Cart. Click "When an order is placed".

Next, check the "Account information to link with B-Cart".
You can freely edit the title, but leave the trigger action as it is and click "Next".

Select the app trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Please note that the shortest trigger interval varies depending on the plan.
After setting, place a test order in B-Cart and click "Test".

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If the order information is displayed in the output, the test is successful.
Click "Save" to complete the setup.

Step 3: Set the Action

Next, set the action for Salesforce.
Click "Add a record".

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First, configure the connection settings.
After optionally editing the title and verifying the account information, set the information obtained from Salesforce in "My Domain URL" and "Object API Reference Name" under "Database Integration".
After setting, click "Next".

Next, set the values for the records to be added to Salesforce.
Click each field and select the information from B-Cart from the displayed options.
Note: The "Values of records to be added" in the image is just an example. If you want to add record items, please configure them within the Salesforce object.

After setting each item, click "Test" to verify that the information from B-Cart is saved.
If there are no issues, click "Save".

Click "Turn on Trigger" to complete the preparation for flow operation.
Now, when an order is placed in B-Cart, it will be automatically added to Salesforce.

Other Automation Examples Using B-Cart

1. Add B-Cart Order Information to Google Sheets

B-Cart order information is automatically added to Google Sheets.
This integration eliminates the need for manual data entry and supports the timely organization and sharing of order information.

2.B Send Gmail when there is an order in the specified delivery group in the cart

When an order occurs in the specified delivery group, a notification is automatically sent via Gmail.
This mechanism helps the person in charge quickly understand the order status and supports smooth preparation for delivery and other subsequent actions.

3. Notify Chatwork When an Order is Placed in B Cart

When an order is placed, a notification is automatically sent to Chatwork, allowing the team to share information quickly.
This mechanism simplifies the communication process regarding orders and supports swift team collaboration.

Summary

The integration of B-Cart and Salesforce enables the automation of order data, improving operational efficiency.
By eliminating the need for manual input and enhancing data accuracy, it is expected to create an environment where you can focus on more important tasks.
This supports reducing staff burden and improving overall company productivity.

Yoom's app integration can be easily implemented without the need for programming. Take this opportunity to experience operational efficiency through automation.