Review Administrator Tools and Features
Learning Objectives
After completing this unit, you’ll be able to:
- Describe the impact that the quick setup and automated features have on org and store configuration.
- Explain the value of the Commerce dashboards.
- Recognize the impact of automated settings on the success of your search engine optimization (SEO) strategy.
Tools and Features
The Commerce app offers a powerful suite of tools and features to optimize B2B and D2C business operations.
Ursa Major Solar is a supplier of solar components and systems and also a Salesforce Sales, Service, Marketing, and Data Cloud customer. Recently, Ursa Major Solar transformed its B2B business to an online operation. In addition, it developed an online D2C business to sell a new residential line of products directly to consumers. As a satisfied Salesforce customer, Ursa Major Solar licensed Salesforce B2B Commerce and D2C Commerce as its ecommerce platform.
What Are the Administrator Features?
Maria Jimenez is the admin in charge of the Salesforce org at Ursa Major Solar.
In addition to her tasks as the Salesforce admin, Maria is responsible for:
- Configuring the Ursa Major Solar org for Commerce.
- Setting up and configuring the profiles and permissions for all the users who use the Commerce app.
- Controlling security and org sharing settings to determine who must see what information in the org, the Commerce app, and the stores.
- Completing the initial configuration of the B2B and D2C stores.
- Enabling multiple currencies and languages so Ursa Major Solar can expand internationally.
- Previewing, activating, and publishing the store.
- Creating reports and dashboards to track metrics in the Commerce app.
- Keeping up to date with all the platform changes and their business impact.
Wow! That’s a lot of responsibilities. Here’s a look at the features and benefits that help Maria complete all her B2B and D2C store administrator tasks.
Quick Setup
Maria loves that she can have a basic store up and running in about 30 minutes. Let’s explore the Quick setup features that make store setup so easy.
Feature |
Description |
|---|---|
Quick Store Setup |
Experience fast setup and activation with the Commerce app. The easy-to-follow guided setup tasks are tailored to your specific selling channel, which makes the initial setup process effortless. You can preview your store before activating it to ensure everything is just right. |
Commerce Assistant |
Get a one-click automated setup of Payments, Order Management, Reports and Dashboards, and Omnichannel Inventory. |
Smart Defaults |
Rely on smart defaults to set up guest access and self-registration user settings and to configure D2C stores with Salesforce Checkout as the default checkout component. Salesforce Checkout is a unified checkout experience that uses Salesforce native services for payments, taxes, and shipping. |
Easy Person Account Setup |
Set up person accounts in the Commerce app with just one click. Person accounts make the shopping experience more convenient by representing the customers who visit the store and make purchases. |
Activate Without a Custom Domain |
Activate your commerce store to preview it, or share it with colleagues before setting up your custom domain. When you’re ready to go live, configure the CDN and custom domain to provide optimal performance, scalability, and security. |
Import Data Asynchronously
Data import for the Commerce app is asynchronous. That means you can set up an import session and move on to complete other jobs without impacting system performance. You can import products, product variations, and images by uploading a CSV file. You can also import data for a particular store or globally so that any store can access it.
Manage Profiles and Permissions
Maria sets up and configures the profiles and permissions for all the users who need access to the Commerce app. A typical Commerce app implementation involves several task-based user personas, including commerce administrator, merchandiser, and developer. Having previously set up permissions and profiles manually, Maria appreciates the preconfigured options the Commerce app offers.
Preconfigured Feature |
Description |
|---|---|
Easy User Profile Management |
Assign preconfigured profiles and permission sets for each store user persona. To do this, assign a user to a profile and assign the appropriate permission. |
Buyer Profile Management |
Assign the provided 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 of products, and add products to wishlists. A 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. |
Success by Numbers with Commerce Dashboards
One of Maria’s favorite features are the Commerce dashboards. The initial setup process is simple: It’s a single click and part of the quick store setup. The dashboards provide detailed metrics for finance, merchandising, and payments.
Your commerce teams can use the dashboards to make informed decisions about how to optimize their online storefronts, increase sales, and enhance customer satisfaction. With real-time data at their fingertips, users can identify trends, spot opportunities, and address any potential issues promptly.
Here’s a quick look at what the dashboards offer.
Dashboard |
Description |
|---|---|
Commerce Payments Dashboard |
Get insight into the health and performance of your store’s payment transactions with a comprehensive view of your online payments. Analyze this information to make data-driven decisions that streamline your transaction processes. |
Commerce Promotions Dashboard |
Get a comprehensive analysis of your promotions, coupon offerings, and discount campaigns. Use the information to create data-driven strategies and optimize your promotions, ultimately improving customer acquisition, engagement, and retention. |
Commerce Finance Dashboard |
Get a comprehensive view of your store’s financial health with the Commerce Finance Dashboard. Monitor your sales, taxes, and shipping charges within a selected date range all in a single dashboard. |
Search Engine Optimization
As an administrator, Maria is responsible for configuring the search engine optimization (SEO) strategy. SEO focuses on increasing non-paid search engine traffic for a site. Maria knows a well-executed SEO strategy uses both creative and technical elements.
[Alt Text: The Commerce app SEO settings.]
The Commerce app SEO services are designed to enhance the visibility and searchability of your B2B and D2C stores, ensuring that they’re easily discoverable by search engines and potential customers.
Take a look at the following SEO services.
SEO Service |
Settings and Configurations |
|---|---|
Meta Tag Configuration |
Add meta tags to the store pages for improved search engine ranking. Customize titles, descriptions, and headings for enhanced SEO performance. |
Canonical URL Management |
Select and set canonical URLs to unify multiple URLs for a single page or similar content across different pages. Create custom fields for dynamic data record pages to store canonical URLs. |
Sitemap Generation and Management |
Use the automatic weekly refresh of sitemaps for efficient search engine indexing. Refresh sitemaps manually every 24 hours for B2B and D2C stores. |
Content Snapshots |
Generate SEO-optimized HTML snapshots for web crawlers and content-sharing platforms. These snapshots include:
|
Improve Store Performance with Goals and Recommendations
Since Maria and the entire Ursa Major Solar ecommerce team are continually improving their B2B and D2C store operations, the team is excited about the Goals and Recommendations feature in the Commerce app. They use Goals and Recommendations to help them achieve key store performance goals. Some of their goals include increasing average order value, improving site conversion rates, and increasing site traffic.
The Goals and Recommendations feature gives the team a guided framework that offers specific recommendations from Einstein generative AI. These smart and efficient actions are targeted to help you set up and grow your store faster.
Next Steps
In this unit, you learned how a Salesforce administrator uses the quick setup functionality to set up and activate B2B and D2C stores, with guided tasks tailored to specific selling channels. You also learned about asynchronous data import, commerce dashboards, and the Goals and Recommendations feature. Next, learn about the tools and features for merchandisers.