Salesforce B2B Commerce Setup Guide

Introduction

Salesforce B2B Commerce enables organizations to provide a seamless online purchasing experience for business customers. It allows buyers to browse products, manage accounts, place orders, and track purchases through a self-service portal integrated with Salesforce CRM.

This document outlines the key steps required to configure a Salesforce B2B Commerce storefront.

Prerequisites

Before setting up B2B Commerce, ensure that:

• Salesforce B2B Commerce licenses are available.
• Experience Cloud is enabled.
• Required user profiles and permissions are assigned.
• Product catalog data is prepared.
• Tax and shipping requirements are defined.

Step 1: Enable B2B Commerce

1. Navigate to Setup.
2. Search for Commerce Settings.
3. Enable:
   • Commerce
   • B2B Commerce
4. Save the configuration.

Step 2: Create Buyer Account

A Buyer Account represents a customer organization.

1. Navigate to Accounts.
2. Create a new Account.
3. Select the appropriate Account Record Type.
4. Populate required business information.
5. Save the record.

Step 3: Create Buyer User

1. Create a Contact under the Buyer Account.
2. Enable the Contact as a Community User.
3. Assign a Buyer User Profile.
4. Grant required Permission Sets.

The Buyer User will be able to access the storefront and place orders.

Step 4: Create Web Store

1. Navigate to Digital Experiences → All Sites.
2. Create or select an Experience Cloud site.
3. Navigate to Web Stores.
4. Create a new Web Store.
5. Associate the Experience Cloud site with the Web Store.

Required Configuration:

• Name
• Default Language
• Currency
• Storefront URL

Step 5: Configure Catalog

Catalogs organize products available to buyers.

1. Navigate to Catalogs.
2. Create a Catalog.
3. Define:
   • Catalog Name
   • Active Status
4. Save the Catalog.

Step 6: Create Product Categories

1. Open the Catalog.
2. Create Category Hierarchy.

Example:

Electronics
├── Laptops
├── Accessories
└── Monitors

Categories help buyers browse products efficiently.

Step 7: Create Products

1. Navigate to Products.
2. Create Product Records.
3. Populate:
   • Product Name
   • Product Code
   • Description
   • Product Image
   • Product Status
4. Activate products.

Step 8: Configure Price Books

1. Create a Price Book.
2. Add Products.
3. Define Product Prices.
4. Activate the Price Book.

Price Books determine the selling price displayed in the storefront.

Step 9: Create Entitlements

Entitlements control which products buyers can view.

1. Create Buyer Groups.
2. Assign Buyer Accounts.
3. Associate Catalogs and Price Books.
4. Configure Product Visibility.

This ensures customers only see products relevant to their business.

Step 10: Configure Checkout

Configure checkout settings including:

• Billing Address
• Shipping Address
• Payment Methods
• Order Confirmation
• Tax Calculation

These settings define the buyer purchasing experience.

Step 11: Configure Shipping

1. Create Shipping Methods.
2. Define Shipping Charges.
3. Configure Delivery Options.

Examples:

• Standard Shipping
• Express Shipping
• Overnight Delivery

Step 12: Configure Payment Methods

Supported payment methods may include:

• Credit Card
• Purchase Order
• ACH Payments
• External Payment Gateway Integrations

Configure payment providers according to business requirements.

Step 13: Publish Storefront

1. Open Experience Builder.
2. Review Store Pages.
3. Publish the Site.
4. Verify Storefront Accessibility.

Step 14: Test End-to-End Flow

Perform testing for:

• Buyer Login — User authentication, account access
• Product Browsing — Category navigation, search functionality
• Cart Management — Add products, update quantities, remove products
• Checkout — Address selection, shipping selection, payment processing
• Order Management — Order creation, order confirmation, order history

B2B Commerce Data Relationships

Account → Buyer Group → Catalog → Category → Product → Price Book → Cart → Order

This relationship forms the foundation of the B2B Commerce storefront experience.

Best Practices

• Use Buyer Groups for customer segmentation.
• Maintain separate catalogs for different regions.
• Implement product entitlements for controlled visibility.
• Configure role-based access for users.
• Perform comprehensive UAT before production deployment.
• Integrate with ERP and OMS systems for order fulfillment.

Conclusion

Salesforce B2B Commerce provides a scalable platform for digital business purchasing. Proper configuration of Accounts, Buyers, Catalogs, Products, Pricing, Checkout, and Order Management ensures a seamless purchasing experience and supports business growth.