Create a Store and Add Storefront Data

Learning Objectives

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

• List the steps you need to take to configure shopper users.
• Explain how you can use Salesforce CMS to build a D2C Commerce store.
• List the steps you need to take to configure a store.
• Describe the two ways you can add product data.
• List the steps you need to take to add product data.

Create Shopper Users

Maria and Taylor are eager to create their first store. Here's Maria's checklist for creating shopper users.

Clone and Configure the Shopper Profile

Maria knows that creating a store involves opening parts of the business data to shoppers—people who don’t work for her company. So, she’s careful and precise with what information she shares via the shopper profile, permission set, and permission set group. Here’s how she does it in the Commerce App.

1. Clone External Apps Login User Profile:
   1. Navigate to Setup | Users | Profiles.
   2. Clone the External Apps Login User profile.
   3. Enter the Profile Name: Shopper Profile
   4. Click Save.
2. Configure the cloned Shopper Profile:
   1. Click Edit.
   2. Scroll down to Administrative permissions.
   3. Enable API Enabled. (This is optional and only needed for API access.)
   4. Click Save.
3. Clone the Shopper Permission Set:
   1. Navigate to Setup | Permission Sets.
   2. Clone the Shopper permission set.
   3. Enter the new permission set name: Shopper Clone
   4. Click Save.
4. Create a shopper Permission Set Group:
   1. Navigate to Setup | Permission Set Groups.
   2. Click New Permission Set Group.
   3. Enter a label: Shopper PSG
   4. Click Users | Permission Set Groups.
   5. Click the new permission set group: Shopper_PSG
   6. In the Permission Sets section click Permission Sets in Group.
   7. Click Add Permission Set.
   8. Select the Shopper clone permission set that was created in the previous step.
   9. Click Add and Done.

Create a Store

Maria creates the Ursa Major Solar store using this simple checklist.

Here’s how to create a store.

1. Open the Commerce app using the Lightning App Launcher.
2. Click the Stores tab.
3. Click Create a Store.
4. Click the B2C Commerce tile.
   
5. Click Get Started.
6. Enter the store name: Ursa Major Solar
7. Enter the store’s URL: www.ursamajorsolar.com
8. Select Create.

Here’s how Maria assigns community membership to the creator of the store.

1. Navigate to Setup | Feature Settings | Digital Experiences | All Sites.
2. Click Workspaces for your new store.
   
3. Click Administration.
4. Click Members.
5. Select All from the Search dropdown.
   The Commerce App and System Administrator should already be on the member list.
6. Add the Cloned External Apps Login User profile Shopper Profile to the list of Selected Profiles.
7. Click Save.

Add Store Data

Taylor is ready to add store data. First, we suggest that they use the new product import tool because it will create default objects, such as a catalog, buyer group and entitlement policy. Also, they need to set up a Salesforce CMS workspace to add the image data. The Commerce app lets them import product data or create it manually.

Here’s their checklist.

Set Up a CMS Workspace

Here’s how Maria sets up the CMS workspace so that Taylor can design the store pages, including images and content.

1. Navigate to the Lightning App Launcher and select Salesforce CMS.
2. Select CMS Workspaces from the dropdown list next to Salesforce CMS.
3. Select Add Workspace.
   1. Enter the name: ursa-major-solar-cms
   2. Click Next.
   3. Add the Channel: Ursa Major Solar
   4. Add contributors: Taylor Givens, Merchandiser
   5. Click Next.
   6. Assign both to a role: Content Admin
   7. Add the language and assign the default language: English
   8. Click Done.
4. On the CMS Workspace add images, documents, or other media items by uploading them or by pointing to their respective URLs.

Create Price Books

Taylor creates a List Price price book, which indicates the final price shoppers will pay.

1. Navigate to Store | Home for your store.
2. Click the Pricing tile.
3. Click New.
4. Enter the name: List Price
5. Select Active.
6. Select Save.
   
7. On the new price book, click the Related tab, and assign the price book to your store.
   • Click the Assign button to assign the price book to store.
   • Make sure Is Active is selected.

Taylor creates an Original Price price book, which shows the pre-sale price on the product detail page.

1. Navigate to Store | Home for your store.
2. Select the Pricing tile.
3. Select New.
4. Enter the name: Original Price
5. Select Active.
6. Select Save.
7. Navigate to Store | Home for your store.
8. Select the Administration tile and General Settings.
9. Assign the Original Price price book to the Price Book for Original Price field.
   
10. Click Save.

Add Product Data

Taylor will typically import product data, but wants to learn how to do it manually as well.

Here’s how to import products.

1. Navigate to Store | Home for the new store.
2. Select the Import [BETA] tile.
3. Click Choose File.
4. Select your product data, which must meet the importer format requirements: ursa-major-solar-product-data.csv
5. Click Import. Wait for the import process to complete.

Here’s how to create products manually.

1. Navigate to Store | Home for your store.
2. Select the Products tile.
3. Click the dropdown in the upper right corner, and select New.
4. Enter the product name, family, SKU, code, and a description.
5. Select Active and click Save.
   

Configure Pricing

Here’s how to configure pricing.

1. On the new product record, select the Related tab.
2. Click Add Standard Price and enter a standard price: 100
3. Click Save.
4. Navigate to the Related tab again.
5. Click Add to Price Book. Assign the product and the associated price to the List Price price book.

Configure Images

Here’s how to configure product images.

1. With the product open, click the Media tab.
2. Click Add Image.
   
3. Select or add media content from Salesforce CMS.

Create a Catalog and Categories

Here’s how Taylor creates a catalog.

1. Navigate to Store | Home for your store.
2. Select the Catalog tile.
3. Click Assign Catalog.
   
4. Click New Catalog.
5. Enter catalog name: Retail Solar Equipment
6. Click Save.
7. Click in the Stores field and assign the store: Ursa Major Solar
8. Click Save.

Here’s how to create a category.

1. From the new catalog, select the Categories tab.
2. Click Create Category.
   
3. Enter the category name: Components
4. Click Save.
5. In the new category, click the Products dropdown, and select Assign Products.
6. Select Component.
7. Click Next and Save.

Configure Buyer Groups

While buyers are key personas for B2B commerce, that’s not the case for the D2C or the direct-to-consumer world. D2C Commerce uses just one buyer group. Here’s how Taylor creates and configures a buyer group.

1. Navigate to Store | Home for your store.
2. Select Buyer Groups from the Commerce dropdown.
3. Click New.
   
4. Enter name: Shoppers
5. Click Save.
6. On the new Buyer Group, click the Related tab.
7. Click Assignnext to Buyer Group Members.
   • Select an existing account and click Assign again.
8. Click Assignnext to Price Books.
   • Select the Original Price price book.
   • Select Is Active and click Save.
9. Click Assignnext to Stores.
   • Select Ursa Major Solar and click Save.
     

To add an account to a buyer group, you must first enable the account as a buyer via the Enable as Buyer dropdown.

Configure Entitlement Policies

Taylor needs just one entitlement policy for D2C Commerce. Here’s how they create it.

1. With the store still open, select Entitlement Policies from the dropdown beside Commerce.
2. Click New.
3. Enter the policy name: Shoppers and Guests
4. Enter the description: D2C Commerce
5. Mark it as Active, select View products, and select View prices in catalog.
6. Click Save.
7. On the new entitlement policy, click the Related tab.
8. Click Assign next to Products.
   • Select the Components product and click Assign.
9. Click Assign next to Buyer Groups.
   • Select Shoppers (+) and click Assign.

Build the Search Index

The search index combines all the products that Taylor imported or created into a searchable index file. Here’s how to rebuild an index.

1. Navigate to Store | Home for your store.
2. Click the Search tile.
3. Click Rebuild Index.
4. Click Rebuild.

Next Steps

In this unit, you learned how to create a shopper user and a store. Then you learned how to add the storefront data and build the search index. Next, learn how to complete the storefront setup and then activate and test your store.

Resources

• Trailhead: Administer Salesforce B2B Commerce on Lightning Experience
• Trailhead: Salesforce CMS Basics