B2B Commerce on Lightning

Experience Set Up Guide

Salesforce, Spring ’22

@salesforcedocs
Last updated: March 11, 2022
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CONTENTS

SET UP SALESFORCE FOR B2B COMMERCE ON LIGHTNING

EXPERIENCE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Enable Digital Experiences for Commerce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Enable Commerce Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Enable Order Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Enable Person Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Configure Sharing Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Customize Commerce Object Page Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Configure Internal Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Permission Sets for Buyers, Buyer Managers, and Account Switchers . . . . . . . . . . . . . . . . . . . 9
Customize the Commerce App . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Multifactor Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Prevent Third-Party Attacks on Your Store . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Configure a Custom Domain and CDN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Install Commerce Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Next Steps to Configure B2B Commerce on Lightning Experience . . . . . . . . . . . . . . . . . . . . . 15
SET UP SALESFORCE FOR B2B COMMERCE ON LIGHTNING
EXPERIENCE

Get your org ready for Salesforce B2B Commerce on Lightning Experience.

Enable Digital Experiences for Commerce

Enable Digital Experiences so that your stores can use Experience Cloud functionality.
Enable Commerce Features
Enable Commerce to provide important features for your stores, including objects and workspaces.
Enable Order Settings
To allow your store to process purchases, enable order settings.
Enable Person Accounts
A B2C store uses person accounts to represent shoppers who visit your store and purchase your products. If you don’t enable Person
Accounts, shoppers can’t self-register and guest checkouts fail. For B2B stores, you can optionally use Person Accounts to create
individual buyers. It can take up to 5 days to enable Person Accounts.
Configure Sharing Settings
Configure default sharing settings for commerce objects.
Customize Commerce Object Page Layouts
To make commerce objects easier to use, customize the object page layouts.
Configure Internal Users
Several internal users are involved in creating stores. Commerce admins perform commerce administration tasks, and merchandisers
design and manage the storefront, import products, and configure search. Create a profile for these internal users, and then use the
profile to create the users, assigning the appropriate permission set for each type of user.
Permission Sets for Buyers, Buyer Managers, and Account Switchers
Salesforce provides preconfigured permission sets for buyers and buyer managers. The preconfigured buyer permission set allows
access to the store. Buyer users can see products and categories and add products to wishlists. The preconfigured buyer manager
permission set includes all buyer capabilities, and also allows access to manage carts and orders related to the buyer manager’s
account. Buyer manager users can manage contacts and reports.
Customize the Commerce App
Quick links in the Commerce app direct merchandisers and commerce admins to pages where they can create a store, install reports,
manage data, and enhance products. They can use the navigation menu to move between stores, products, price books, entitlements,
buyer groups, and more. To optimize the app for your commerce admins and merchandisers, you can add objects and tabs.
Multifactor Authentication
Multifactor authentication (MFA) increases protection for user accounts against common threats like phishing attacks, credential
stuffing, and account takeovers. As a Salesforce admin, amplify your security by requiring an extra level of authentication at login.
You can also require MFA when a user performs certain actions, such as attempting to view reports or access a connected app.
Prevent Third-Party Attacks on Your Store
If you want to add third-party scripts and components to your store, make it impossible for these scripts and components to directly
access the session ID (SID) cookie using JavaScript. To prevent attackers from hijacking your session or initiating cross-site scripting,
enable the Require HttpOnly setting. This setting applies to your entire Salesforce org.

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Set Up Salesforce for B2B Commerce on Lightning Experience Enable Digital Experiences for Commerce

Configure a Custom Domain and CDN

Every B2C store, except B2C stores created in Developer Edition orgs, must be associated with a custom domain that is configured
to use the Salesforce content delivery network (CDN). A custom domain and corresponding CDN are optional for B2B stores, but we
recommend them for B2B stores that require broad access and high security.
Install Commerce Reports
Install commerce reports to track Commerce orders.
Next Steps to Configure B2B Commerce on Lightning Experience
This set up guide describes how to get your org ready for B2B Commerce on Lightning Experience. When you’ve completed the
setup, you can import data and create and configure stores.

Enable Digital Experiences for Commerce

Enable Digital Experiences so that your stores can use Experience Cloud functionality.
1. From Setup, in the Quick Find box, enter Digital Experiences. Select Digital Experiences, and then select Settings.
2. Select Enable Digital Experiences.
3. Enter a domain name, and click Check Availability.
We recommend using something recognizable to your users, such as your company name. The domain name you choose is used
for all your sites. You create a unique URL for each site by adding a unique name at the end of the URL. For example, if your domain
name is store.example.com and you’re creating a customer site, you can add customers to create the unique URL
store.example.com/customers.

Important: You can’t change the domain name after you save it.

4. Click Save.

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Set Up Salesforce for B2B Commerce on Lightning Experience Enable Commerce Features

Warning: Enabling Digital Experiences automatically extends access to external members. Records previously accessible to
Roles and Subordinates are available to Roles, Internal and Portal Subordinates. Opening up access to site and portal subordinates
could expose your Salesforce data to external users.
Use the Convert External User Access Wizard to help ensure that records or folders aren’t shared with external users. For more
information, see Use the Convert External User Access Wizard

Enable Commerce Features

Enable Commerce to provide important features for your stores, including objects and workspaces.
1. From Setup, in the Quick Find box, enter Commerce. Select Commerce, and then select Settings.
2. Click the toggle so that it shows Enable Commerce.
3. Click Save.

Enable Order Settings

To allow your store to process purchases, enable order settings.
1. From Setup, in the Quick Find box, enter Order Settings, and then select Order Settings.
2. Select Enable Enhanced Commerce Orders.

Important: After you enable this option, you can’t disable it.

3. Select Enable Optional Price Books for Orders.

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Set Up Salesforce for B2B Commerce on Lightning Experience Enable Person Accounts

4. Click Save.

Enable Person Accounts

A B2C store uses person accounts to represent shoppers who visit your store and purchase your products. If you don’t enable Person
Accounts, shoppers can’t self-register and guest checkouts fail. For B2B stores, you can optionally use Person Accounts to create individual
buyers. It can take up to 5 days to enable Person Accounts.

Note: In some cases, when you add B2B2C Commerce to an existing B2B Commerce and Salesforce Order Management
implementation, Person Accounts is already enabled. If so, skip these steps.
1. Create the Business Account record type.
a. From Setup, in the Quick Find box, enter Object Manager, and then select Account.
b. Click Record Types.
c. Click New.
d. For Record Type Label, enter a name (for example, Business Account).
You don’t have to use Business Account as the name. However, keep in mind that this record type is used for businesses, not
shoppers. After you create a Business Account, you can associate it with multiple contacts (individual employees working for
the business).

e. Click Next.
f. Select a page layout, and click Save.

2. To enable Person Accounts, contact Salesforce Support.

a. Log in to Salesforce Help with your customer login. Click Contact Support, and create a Support case.
b. Allow 5 business days for Support to complete the case.

3. Verify that Person Accounts are enabled.

a. From Setup, in the Quick Find box, enter Object Manager, and then select Person Account.
b. Click Record Types.

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Set Up Salesforce for B2B Commerce on Lightning Experience Configure Sharing Settings

c. Verify that the Person Account record type is listed.

If you don’t see the Person Account record type, contact Salesforce Support.

4. Configure the System Administrator profile.

The System Administrator profile requires access to the Business Account record type and the Person Account record type.
a. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
b. Click System Administrator.
c. Scroll down to Record Type Settings, and read the text next to Accounts.
d. Click Edit.
e. Make sure that Business Account and Person Account are in the Selected Record Types list on the right.
f. Under Default Record Type, select Person Account as the default.

g. Click Save.

Configure Sharing Settings

Configure default sharing settings for commerce objects.
1. From Setup, in the Quick Find box, enter Sharing Settings, and then select Sharing Settings.
2. Under Organization-Wide Defaults, click Edit.

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Set Up Salesforce for B2B Commerce on Lightning Experience Customize Commerce Object Page Layouts

3. Configure the default external access settings for objects.

Object Default Access B2B B2B2C

Buyer Group External Private Private

Catalog External Private Private

Electronic Media Group External Public Read Only Public Read Only

Entitlement Policy External Private Private

Order External Private Private

Order Delivery Method External Public Read Only Public Read Only

Order Summary External Private or Controlled by Parent Controlled by Parent

Product External Private Private

Note: For security Note: For security

purposes, set default purposes, set default
external access to Private external access to Private
to prevent malicious actors to prevent malicious actors
from seeing product data from seeing product data
that they aren’t authorized that they aren’t authorized
to access. to access.

4. Click Save.

Customize Commerce Object Page Layouts

To make commerce objects easier to use, customize the object page layouts.

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Set Up Salesforce for B2B Commerce on Lightning Experience Customize the Product Page Layout

Customize the Product Page Layout

Customize the Product page layout to include the Product SKU and Product Class fields and the Categories and Commerce Entitlement
Policies related lists.
Add Related Lists to the Account Page
Customize the Account page to add related lists that make it easier to manage accounts.
Add Buyer Information to the Account Details Page
Customize the Account Details page to add the buyer account component.

Customize the Product Page Layout

Customize the Product page layout to include the Product SKU and Product Class fields and the Categories and Commerce Entitlement
Policies related lists.
1. From the Object Manager, enter Product in the Quick Find box.
2. Select Product > Page Layouts > Product Layout.
3. In the Product Layout section, select Fields, and drag Product SKU and Product Class to the Product Detail section.

4. In the Product Layout section, select Related Lists, and drag Categories and Commerce Entitlement Policies to the Related Lists
section.

5. Click Save.

Add Related Lists to the Account Page

Customize the Account page to add related lists that make it easier to manage accounts.
1. From the Object Manager, enter Account in the Quick Find box.
2. Select Account > Page Layouts > Account Layout.
3. In Layout Properties, select Related Lists.
4. Drag the related lists you want to access from the account record to the bottom of the page.
• To configure shipping and billing addresses, add the Contact Point Addresses related list.

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Set Up Salesforce for B2B Commerce on Lightning Experience Add Buyer Information to the Account Details Page

• To manage buyer users, add the Community Members related list.

• To view active and closed accounts for the account, add the Cart related list.
• To manage buyer groups, add the Buyer Groups related list.
• To configure external accounts that buyers in the account can manage, add the External Managed Accounts related list.

5. Click Save.

Add Buyer Information to the Account Details Page

Customize the Account Details page to add the buyer account component.
1. In the App Launcher, enter Accounts in the Search apps and items box.
2. Select Accounts.
3. Click an account, and select the Details tab.
4. In the upper-right corner, click the Setup gear, and select Edit Page.
5. Drag the Buyer Account component to the bottom of the page.
6. Click Save, and then click Activate.
7. Select Assign as Org Default, click Next, and save your changes.

Configure Internal Users

Several internal users are involved in creating stores. Commerce admins perform commerce administration tasks, and merchandisers
design and manage the storefront, import products, and configure search. Create a profile for these internal users, and then use the
profile to create the users, assigning the appropriate permission set for each type of user.
1. Clone the Identity User profile.
a. From Setup, in the Quick Find box, enter Profiles. Next to Identity User Profile, select Clone.
b. For Profile Name, enter Commerce Business User Profile.
You can choose another name, but keep in mind that this profile is used for your internal users.

c. Click Save.

2. Configure the profile that you created.

a. On the Profiles page, click Edit next to the profile you created.
b. In the Custom App Settings section, for the Commerce app and in the Digital Experiences app, select Visible.
c. In the Tab Settings section, change these items to Default On.
• Accounts
• Buyer Group Price Books
• Buyer Groups
• Catalogs

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Set Up Salesforce for B2B Commerce on Lightning Experience Permission Sets for Buyers, Buyer Managers, and Account
Switchers

• Categories
• CMS Channels
• CMS Experiences
• CMS Home
• CMS Workspaces
• Commerce Setup
• Entitlement Policies
• Guest Buyer Profile
• Order Delivery Methods
• Orders
• Order Summaries
• Price Adjustment Schedules
• Price Books
• Pricing Workspace
• Promotion Workspace (B2B Commerce for Lightning Experience only)
• Products
• Product Workspace
• Store Price Books
• Stores

d. Click Save.

Use the Commerce Business User Profile when creating internal users. When creating a commerce admin user, assign the Commerce
Admin permission set. When creating a merchandiser user, assign the Merchandiser permission set.

Note: Both the Commerce Admin permission set and the Merchandiser permission set allow access to buyer groups. Users who
have access to buyer groups also have read access to all related buyer group members.

Important: To allow self-registration on stores to work correctly, make sure all internal users who create stores are assigned to a
role.

Note: To specify which internal users can access which stores, contact your account executive.

Permission Sets for Buyers, Buyer Managers, and Account Switchers

Salesforce provides preconfigured permission sets for buyers and buyer managers. The preconfigured buyer permission set allows access
to the store. Buyer users can see products and categories and add products to wishlists. The preconfigured buyer manager permission
set includes all buyer capabilities, and also allows access to manage carts and orders related to the buyer manager’s account. Buyer
manager users can manage contacts and reports.
You can optionally create an account switcher permission set that allows buyers or buyer managers to switch between accounts. To
create an account switcher permission set, clone the buyer or buyer manager permission set and add System Permissions.

Note: Users assigned to an account switcher permission set based on the buyer manager permission set can create, edit, and
delete addresses on accounts they have access to. Users assigned to an account switcher permission set based on the buyer
permission set have only read access to addresses on the other accounts.

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Set Up Salesforce for B2B Commerce on Lightning Experience Customize the Commerce App

Buyer users require a Customer Community license or a license with a higher level of privileges. Buyer managers and account switchers
require a Customer Community Plus license or a license with a higher level of privileges.
If you don’t want to use the preconfigured buyer and buyer manager permission sets, we recommend that you clone the preconfigured
sets and customize as necessary.

Important: Salesforce recommends that you set the Default External Access sharing setting in Organization-Wide Defaults to
Private on Product records for all commerce use cases. If the Default External Access sharing setting isn’t set to Private, and you
have multiple stores or both stores and other Experience Cloud sites, it’s possible for authenticated users to use a SOQL query and
discover all your products regardless of any entitlements you’ve set up. However, they can’t see prices nor purchase products. For
the most secure setup for external users, don’t grant access to products and other commerce objects at the profile level. Instead,
grant access to objects through a permission set that is only assigned to buyers and buyer managers.

Customize the Commerce App

Quick links in the Commerce app direct merchandisers and commerce admins to pages where they can create a store, install reports,
manage data, and enhance products. They can use the navigation menu to move between stores, products, price books, entitlements,
buyer groups, and more. To optimize the app for your commerce admins and merchandisers, you can add objects and tabs.
1. Go to the app launcher, and select Commerce.

2. Add more objects to the Commerce App navigation menu.

a. Click the dropdown arrow, and select Edit.
b. Click Add More Items and add any objects that your merchandisers and commerce admins manage that aren’t already included
on the list.

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Set Up Salesforce for B2B Commerce on Lightning Experience Multifactor Authentication

c. Save your changes.

3. Set additional tabs to be on by default.

We recommend that you set the Commerce Setup and Price Book tabs to be on by default.
a. Go to Setup > Home > Users > Profiles.
b. Select the System Administrator profile, and click Edit.
c. Set tabs, for example Commerce Setup and Price Book to default on.
d. Save your changes.

Multifactor Authentication
Multifactor authentication (MFA) increases protection for user accounts against common threats like phishing attacks, credential stuffing,
and account takeovers. As a Salesforce admin, amplify your security by requiring an extra level of authentication at login. You can also
require MFA when a user performs certain actions, such as attempting to view reports or access a connected app.
For information about setting up MFA, see Multi-Factor Authentication.

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Set Up Salesforce for B2B Commerce on Lightning Experience Prevent Third-Party Attacks on Your Store

Prevent Third-Party Attacks on Your Store

If you want to add third-party scripts and components to your store, make it impossible for these
EDITIONS
scripts and components to directly access the session ID (SID) cookie using JavaScript. To prevent
attackers from hijacking your session or initiating cross-site scripting, enable the Require HttpOnly Available in: Lightning
setting. This setting applies to your entire Salesforce org. Experience and the
1. From Setup, in the Quick Find box, enter Sessions Settings, and then select Session Salesforce mobile app
Settings. Available in: Enterprise,
2. In the Session Settings section, enable Require HttpOnly attribute. Unlimited, and Developer
Editions
3. Click Save.

USER PERMISSIONS
Configure a Custom Domain and CDN
To modify session security
Every B2C store, except B2C stores created in Developer Edition orgs, must be associated with a settings:
custom domain that is configured to use the Salesforce content delivery network (CDN). A custom • Customize Application
domain and corresponding CDN are optional for B2B stores, but we recommend them for B2B
stores that require broad access and high security.
The custom domain is a subdomain of a top-level domain. For example, if your top-level domain is example.com, your subdomain is
something like store.example.com. Your top-level domain is hosted externally from Salesforce. Your top-level domain and custom
domains must be registered with a third party (for example, GoDaddy or Verisign). After you complete the necessary DNS entries, you
can configure the custom domains and the CDN.
Before adding a custom domain for your store, create DNS entries with your third-party registrar. Create two CNAME entries—one for
the custom domain, and one for a cert. Both entries specify a name and a target value.
For the first entry, the name is the first portion of your custom domain (without the top-level domain). For example, store instead of
store.example.com. The target value has this form:
[custom_domain].[organization_id].live.siteforce.com.
For the cert entry, you prepend _acme-challenge. to the name specified in your first entry (for example,
_acme-challenge.store). The target value has this form:
_acme-challenge.[custom_domain].[organization_id].live.siteforce.com.
For example, if your custom domain name is store.example.com and your 18-character org ID is 00dxx0000001ggxeay,
the name in the first entry is store. The target value is
store.example.com.00dxx0000001ggxeay.live.siteforce.com.
In the second entry for the cert, the name is _acme-challenge.store. The target value is
_acme-challenge.store.example.com.00dxx0000001ggxeay.live.siteforce.com.
1. From Setup, in the Quick Find box, enter Domains, and then select Domains.
2. Click Add a Domain.
3. For Domain Name, enter the name of your custom domain.
4. Select Salesforce serves the domain over HTTPS using a Salesforce content delivery network (CDN) partner and shared
or single HTTPS certificate.
5. Select Single certificate for content delivery network (CDN).
6. Click Save.

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Set Up Salesforce for B2B Commerce on Lightning Experience Install Commerce Reports

For the changes to take effect, activate the domain after its provisioning status is Awaiting Activation. If you’re notified to enroll in CDN,
activate your domain. When setting up HTTPS or renaming a domain, the domain’s live traffic continues to use its previously provisioned
HTTPS option and domain name until it’s activated.

Tip: Your custom domain can remain in the provisioning phase for 6–24 hours. To shorten the provisioning phase, you can try
creating a TXT record on the top-level domain and register it in advance. If you create the TXT record, you don’t have to wait as
long for domain validation, and the provisioning phase typically goes faster.

Install Commerce Reports

Install commerce reports to track Commerce orders.
1. Set the field-level security for Orders, Sales Store.
a. From the Object Manager, enter Order in the Quick Find box.
b. Select Order > Fields & Relationships > Sales Store.
c. Click Set Field-Level Security.
d. Make sure that Visible is selected for Commerce Business User and System Administrator.

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Set Up Salesforce for B2B Commerce on Lightning Experience Install Commerce Reports

e. Click Save.

2. Ensure that the Sales Store field is visible to the System Administrator and Commerce Business User and is added to the Order Layout
page layout.
a. Click View Field Accessibility, and select Sales Store from the dropdown menu.
b. Next to System Administrator, click Hidden and verify that Visible is selected next to the System Administrator profile.
c. Select Add the Sales Store field to the Order Layout page layout.

d. Click Save.
e. Click View Field Accessibility, and select Sales Store from the dropdown menu.
f. Next to Commerce Business User, click Hidden and verify that Visible is selected next to the Commerce Business User profiles.
g. Click Save.

3. Ensure that the Activated picklist value is available for Order Status.
a. Select Fields & Relationships > Status.
b. Under Order Status Picklist Values, confirm that Activated is shown. If the Activated field doesn’t exist, click New and follow the
UI prompts to create it.

4. If you haven’t done so already, set the Commerce Setup tab to be on by default.

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Set Up Salesforce for B2B Commerce on Lightning Experience Next Steps to Configure B2B Commerce on Lightning
Experience

a. Go to Setup > Home > Users > Profiles.

b. Select the System Administrator profile, and click Edit.
c. Change the Commerce Setup tab setting to Default On.

d. Click Save.

5. From the Commerce App navigation menu, select Commerce Setup from the dropdown.
6. On the Add Reporting quick link tile, click Install Reports.
7. Next to the reports listed on the page, click Install. The Commerce report folder is created when a Commerce report is installed.
8. Install all Commerce reports listed on the Commerce Reports page.
9. To view your installed reports, on the Commerce App navigation menu, select Reports.

Tip: If you have multiple stores, you can make a report easier to read by adding a filter or column based on Sales Store: Name.

Next Steps to Configure B2B Commerce on Lightning Experience

This set up guide describes how to get your org ready for B2B Commerce on Lightning Experience. When you’ve completed the setup,
you can import data and create and configure stores.
For detailed help, see Salesforce B2B Commerce on Lightning Experience
To start working with products and stores, see these topics.
• Import Products for All Stores Using a CSV File
• Create a B2B Store
• Create a B2B Store on an Existing Experience Cloud Site
To set up Salesforce Order Management for use with B2B Commerce on Lightning Experience, follow the instructions in the Salesforce
Order Management Implementation Guide

Note: Salesforce Order Management requires a separate license.

To set up Salesforce Omnichannel Inventory for use with B2B Commerce on Lightning Experience, follow the instructions in the Salesforce
Omnichannel Inventory Implementation Guide

Note: Salesforce Omnichannel Inventory requires a separate license.

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Set Up Salesforce for B2B Commerce on Lightning Experience Next Steps to Configure B2B Commerce on Lightning
Experience

For links to training and other resources, see B2B Commerce on Lightning Experience Resources.

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