Products are designed, not just picked.
Buyers configure doors in Cyncly's 3CAD tool, and that design has to carry through to the cart, the quote, and the order.
Manufacturing · Salesforce Commerce Cloud
How Element Designs Launched a Configure-to-Order B2B Storefront on Salesforce
Element Designs makes custom aluminum-frame and glass cabinet doors for designers, fabricators, and dealers. Now its trade buyers can design one, price it, pay for it, and ship it, all without leaving the site.
Outcome Highlights
Design it on the product page
the 3CAD configurator opens right inside the store
The right price for each buyer
contract, MSRP, and volume pricing, applied automatically
Checkout that handles the hard parts
Stripe payments, TaxCloud tax, FedEx and UPS shipping
Orders that reach the ERP
orders and invoices move between Salesforce and Odoo
Project at a Glance
- Client
- Element Designs LLC
- Industry
- Manufacturing. Their specialty is custom aluminum-frame glass cabinet doors, with acrylic fronts and sliding door systems alongside, all sold to the trade.
- Headquarters
- Fort Mill, South Carolina
- Salesforce products used
- Commerce Cloud runs the B2B store, and Experience Cloud sits underneath it
- Integrations
- Quite a few outside systems plug in. Cyncly 3CAD handles configuration, and Stripe takes payments. TaxCloud handles tax, FedEx, FedEx Freight, and UPS ship the orders, and Odoo is the ERP.
- Data migration
- We brought their ship-to addresses and contacts across
- Services
- We handled it end to end, from the first features review to hypercare after launch
- Timeline
- Kickoff to go-live took about 20 weeks. Hypercare added two more.
Summary
Out of Fort Mill, South Carolina, Element Designs builds custom aluminum-frame and glass cabinet doors, and it's North America's leading maker of them. Its buyers are trade pros: designers, fabricators, manufacturers, and dealers working on kitchens, baths, closets, offices, and hotels. Nothing comes off a shelf. A buyer has to configure the door first, and only then does a price exist.
Stack Intelligence launched a B2B storefront on Salesforce Commerce Cloud with Cyncly's 3CAD configurator built right into the product page. Payments, tax, and shipping all run at checkout, and orders and invoices flow to Odoo.
The Challenge
Selling custom glass doors online isn't like selling off-the-shelf parts. Element Designs needed a store that could handle every detail its sales team handles today.
Our Approach
We planned first, then built with Element Designs watching along the way. Regular demos and training sessions during the build meant fewer surprises at testing time.
How the project ran:
Plan
A features review, then functional design and solution architecture, covering the storefront, integrations, and the 3CAD data model.
Build
Salesforce configuration and every integration, with demos and training as each piece came together.
Test
Functional testing throughout the build, then user acceptance testing with Element Designs. Every integration was tested in a sandbox, along with full checkout flows, load testing, and security checks.
Deploy and go-live
Production deployment, a readiness check in staging, and a rollback plan in case anything went wrong.
Hypercare
Two weeks of hands-on support after launch.
What we built
- 01
A storefront that looks like them.
The Commerce site sits on Experience Cloud and wears Element Designs' own look, from the product list and detail pages to cart, checkout, and the confirmation screen. Banners, promos and product photos? The admin team swaps those in the CMS. New buyers sign up as a business or an individual, and every sign-in gets a two-factor code by email.
- 02
3CAD, built into the store.
A "Configure" button on the product page opens Cyncly's 3CAD in a pop-up window, so buyers never leave the site. Each design is saved on its cart item, and a cart can hold several designs to compare. Buyers can switch to Quote Mode, save versions, and download the quote. Draft orders can be reopened and reconfigured, and the price updates as they go.
- 03
Buyer accounts that match the business.
Buyer groups, parent-child accounts, and duplicate rules keep accounts clean. Admins assign accounts to sales reps, and reps can place orders on a customer's behalf.
- 04
Pricing for every buyer.
Contract pricing for customer groups, MSRP for everything else, and quantity discounts that only apply where there's no contract price.
- 05
Carts, quotes, and draft orders.
A cart can act as a quote. Orders can also be saved "In Review" without payment, so the team can check them, email the customer, edit, and approve. Past orders can be reordered in a click, with the same SKUs and bill of materials.
- 06
Payments through Stripe.
Cards, refunds, and invoices go through Stripe. Some customers pay in full up front, and some put 50% down, while others get net terms. Card surcharges change depending on the state.
- 07
Tax through TaxCloud.
TaxCloud works out the tax live during checkout. It validates the address, deals with orders that cross tax jurisdictions, and skips tax for exempt customers.
- 08
Shipping, parcel or freight.
Live rates, shipment creation, and tracking for both parcel and LTL freight. Addresses are checked as residential or commercial. Big pieces and glass pick up a packaging fee on their own, and approved customers get consolidated shipping. Rather pick it up, or ship on your own account? Both work.
- 09
Odoo integration.
Orders travel in both directions, and each invoice lands in Odoo as a transaction.
- 10
Samples, no login needed.
Anyone can order samples without creating an account.
- 11
Emails that keep everyone posted.
Buyers hear back with confirmations and reminders. When an order comes in, or something breaks, the team gets an email too.
Tech Stack
FAQs
Yes. For Element Designs, Stack embedded Cyncly's 3CAD configurator in a pop-up window on the Salesforce product page. Each saved design is stored on the cart item as structured data, so buyers can compare designs, save quotes, and come back later to reconfigure a draft order. 3CAD's price carries through to checkout.
Live rates come straight from FedEx, FedEx Freight, and UPS, and the store books and tracks each shipment, parcel, or LTL freight. Glass and oversized items carry a packaging fee. Each address gets checked as residential or commercial. Some customers qualify for consolidated shipping, and anyone can pick up or use their own carrier account.
Yes. Orders sync in both directions, and invoices post to Odoo as transactions. Buyers live in Salesforce, and the back office stays in Odoo.
Selling Custom Products Online?
Do your buyers have to design the product before anyone can quote it? Tell us how it works now, and we'll sketch how Salesforce could handle it.