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Complete the Store Set Up

Learning Objectives

After completing this unit, you’ll be able to:

  • List the steps you need to take to activate Commerce Einstein.
  • Explain why it’s important to configure navigation.
  • Explain the difference between self-registration and guest browsing.
  • Describe what you need to do to integrate checkout services with your store.

Connect the Pieces

Maria and Taylor work together to configure the rest of the store setup. Here’s their checklist.


Task

1

Activate Commerce Einstein.

2

Configure navigation.

3

Install Commerce Reports.

4

Configure self-registration and guest browsing.

5

Set up checkout.

6

Publish the experience and activate the store.

Activate Commerce Einstein

Maria knows how important Commerce Einstein is to get shoppers to the products they crave. Here’s how she activates Commerce Einstein.

  1. Navigate to Commerce | Store | Administration | Commerce Einstein.
    • Enable Commerce Einstein.
    • Enable Storefront Activity Tracking.
  2. Navigate to Commerce | Store | Experience Builder.
    • Open the Product page.
    • Drag and drop Einstein Recommendations component to the page below product details and product image.

Configure Navigation

Maria wants store navigation to be as easy as possible. Here’s how she configures navigation.

  1. Navigate to Store | Home for your new store.
  2. Select the Experience Builder tile.
  3. Navigate to Settings | Navigation.
  4. Select Edit from the Default Navigation dropdown.
  5. Click Add Menu Item.
    • Make sure the Type is Data Source.
    • Make sure Data Source is Storefront Categories.
    • Select Publicly available.
    • Click Save Menu.
      In Experience Builder, configure store navigation.

Install Commerce Reports

Maria takes on two roles to install Commerce Reports: system admin for the org settings and commerce admin for the Commerce app setting. 

Here are the steps she takes in the system admin role.

  1. Navigate to Setup for the org.
  2. In Quick Find, search and select Object Manager.
  3. Select Order.
  4. Select Fields & Relationships.
  5. Select Sales Store, and click Set Field Level Security.
  6. Select the Visible checkbox for System Administrator and the Commerce App profile.
  7. Click Save.

Here are the steps she takes in the commerce admin role.

  1. From App Launcher select Commerce.
  2. From the dropdown, select Commerce Setup.
  3. Click the Commerce Reports tab.
  4. Click Install next to the reports you want to install.

Maria is the first user to install a report, so she’s the owner of the Reports folder. Taylor wants to be able to install reports, too. Here’s how Maria grants them access.

  1. From the Commerce dropdown, select Reports.
  2. Select All Folders.
  3. Select the dropdown in the Commerce Reports row and click Share.
  4. Select Users from the Share With dropdown.
  5. Search in the Names field for other internal users who need access.
  6. Change access to Edit (or Manage if users need to manage access).
  7. Click Share.
  8. Click Done.

Configure Self-Registration and Guest Browsing

Taylor, as the store creator, wants to configure both self-registration and guest browsing. That takes care of shoppers whether they are authenticated or not. Maria, with the system admin profile, must do the work.

Self-Registration

Here’s how to configure self-registration, so shoppers can create accounts. You must publish before you configure self-registration.

  1. In the org, navigate to Setup | Feature Settings | Digital Experiences | All Sites.
  2. Click Builder for your new experience: Ursa Major Solar.
  3. Click Publish in the top right corner and wait for it to successfully publish the experience.
  4. Return to Setup | Feature Settings | Digital Experiences | All Sites.
  5. Click Workspaces for your new experience.
  6. Click the Administration tile.
  7. Click Login & Registration.
    • Ensure the Login Page Type is Experience Builder Page and main.
    • Under Registration Page Configuration, enable Allow customers and partners to self-register.
    • Ensure the Registration Page Type is Experience Builder Page and main.
    • Select Shopper Profile for the profile.
    • Select Shopper_PSG for the permission set group.
    • Click Save.
  8. Navigate to Store | Home | Experience Builder | Settings | General.
    • Under the Guest User Profile section, click the guest user profile. You’ll see a hidden guest user profile.
    • Scroll to the Record Type Settings section.
    • Next to Accounts, click Edit.
      If you don’t see the Record Type Settings on the main profile page, select Object Settings in the Apps section, click Accounts, Edit, and then the checkbox for Person Account under Assigned Record types.
    • Add Person Account to the Selected Record Types section.
    • In the Default Record Type dropdown, select Person Account.
    • Click Save.

Guest Browsing: Unauthenticated Shoppers

Here’s how to configure guest browsing for unauthenticated guests. Not every shopper wants to create an account.

  1. Navigate to Store | Administration | Buyer Access | Guest Browsing.
  2. Click Create Profile. Click it again.
    • In the Create Guest Buyer Profile section, click Assign to assign the guest profile to your store’s buyer group.
    • Select your store’s buyer group and click Assign.
    • Click the Go to Builder link to enable public access.
  3. In Experience Builder, click the gear icon for Settings.
    • Enable Public can access this site.
  4. Return to Store | Administration | Buyer Access | Guest Browsing.
  5. Click Go to Profile to configure guest object permissions.
  6. Click Edit and scroll to the Standard Object Permissions sections.
  7. Grant Read access for these.
    • Catalogs
    • Categories
    • Electronic Media Groups
    • Locations
    • Products
    • Product Category Products
    • Stores
    • Store Catalogs
  8. Click Save.
  9. Scroll to the Field Level Security section.
    • Click Product [view].
    • Click Edit.
    • Set permissions to Read Access for fields to be searchable for guests.
  10. Navigate to Setup | Security | Sharing Settings.
    • Scroll to Catalog Sharing Rules and click New.
    • Enter a label and name for the sharing rule: Share Exceptions
    • Select Guest user access, based on criteria as the rule type.
    • Under Criteria, select:
      • Field: Name
      • Operator: Equals
      • Value: <Catalog Name>. Pull this from the Commerce App. If you are using the default catalog created by the Importer, the name is <StoreName> Catalog.
    • Select your store’s guest user from the share with dropdown: Ursa Major Solar Guest User
    • Access Level should be Read Only.
    • Click Save.
  11. Navigate to Setup | Product Settings.
    • Enable Enforce secure record access for guests accessing products.
    • Click Save.
  12. Navigate to Feature Settings | Digital Experiences | All Sites.
    • Click Workspaces for your site.
    • Click Administration | Preferences.
    • Enable Allow Guest users to access public APIs.
    • Change Record Ownership to a user with the System Administrator profile: Maria Jimenez
    • Click Save.

Set Up Checkout

Maria’s next step is to configure checkout so that shoppers can buy products. This means selecting third-party providers for tax and shipping calculations and payment services. She finds these apps in the AppExchange and is glad to know that they support checkout for D2C and B2B stores.

Here’s her handy checklist for these tasks.


Task

1

Set up tax integration.

2

Set up shipping integration.

3

Set up payment integration.

Set Up Tax Integration

Maria maps a third-party tax calculation service to store checkout. Once the integration is complete, the Commerce App uses the shopper’s zip code to calculate and add tax charges to the cart. Here’s how to map the service.

  1. From your store’s home page, click the Administration tile.
  2. In the navigation menu, click Tax Calculation.
    Select an integration from the AppExchange.
  3. In the Shipping Calculation popup, click Select Package.
  4. In the Integration popup, click Get App from AppExchange.
  5. Navigate the AppExchange and click the tile for the third-party tax service you want.
  6. Click Get it Now to download the app to your store. You can also point to packages that your partner or system integrator built that are not hosted on the AppExchange.

Set Up Shipping Integration

Next, she maps a third-party shipping calculation service to the store using the same instructions as the tax integration. Once integration to the store is complete, the Commerce App uses the shopper’s zip code and selected shipping method to calculate and add charges to the cart.

Set Up Payment Integration

Finally, Maria maps a third-party payment service to store checkout, using the same instructions as the tax integration.

Unlink an App

If you select the wrong app, you can unlink it. For example, to unlink a third-party shipping service, navigate to the Administration | Card Payment Gateway popup, and from the dropdown menu, click Unlink. Once you do this, the service is no longer available for a connected D2C or B2B store.

Publish the Experience and Activate the Store

To get ready for their merchandising magic, Taylor wants to activate and test the storefront. Before they do that, they must publish the new experience and make it publicly available.

Here’s how to publish an experience and make it publicly available.

  1. Navigate to Store | Home for your new store.
  2. Click the Experience Builder tile.
  3. Navigate to Settings | General.
  4. Select Public can access the site.
  5. Select Publish in the upper right corner.

Here’s how to activate the store.

  1. Navigate to Store | Home for the new store.
  2. Select the Administration tile.
    Follow the instructions in your store’s Administration area to activate your store.
  3. Click Store Activation.
  4. Click Activate in the Activate Store section. Storefront data is now exposed to search engines and SEO.

Let’s Wrap It Up

In this unit, you completed the basic store setup and activation tasks. Nice job! Now it’s time to take your final quiz.

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