Review D2C Setup Tools and Features

Learning Objectives

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

Describe how quickly you can set up and configure your D2C store using automated features.
Explain how to use Commerce dashboards to make informed decisions about your store.
Describe how automated settings impact your SEO strategy.

Tools and Features

Launching and running an ecommerce store can be a daunting task. It comes with its own set of unique challenges. Some of these include:

Setup time
Data management
Website management
Customer acquisition
Payment processing
Regulatory compliance

We built D2C Commerce to help you address these challenges, optimize your D2C business operations, and build a successful business. Let’s take a look at the powerful tools and features that can help you, starting with setup.

Commerce Setup Assistant

D2C Commerce Setup Assistant eliminates all the tedious setup tasks that typically make store setup a drawn-out cumbersome project. In fact, the quick setup features in the Setup Assistant are so fast that you can have a basic store up and ready for content in about 30 minutes. Yep, you read that right…30 minutes!

Let’s explore the revolutionary quick setup features.

The Commerce Setup Assistant.

Feature	Description
Quick Store Setup	Experience fast setup and activation with D2C Commerce. 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

An integral part of running an online store is managing your data. D2C Commerce has you covered on two fronts: store data and Data Cloud integration.

Your new store needs data–product data, customer data, catalog data, category data, price book data, and other operational support data. To help you import your existing or new data, D2C Commerce supports initiating a data import from inside the app. Data imports initiated from the app are asynchronous–you can set up an import session and move on to complete other jobs without impacting system performance. Using the import option, you can import products, product variations, product images, and price book data directly into your store. You can also import data for a particular store or globally so that any D2C Commerce store can access it. To help you get started, the app includes a link to an import CSV file template that you can download and customize to your needs.

Later, you learn how you can integrate with your Data Cloud data to create personalized customer connections.

Manage Profiles and Permissions

Essential to managing your store website is the job of setting up and configuring the profiles and permissions for all the users who need access to D2C Commerce on your org. A typical D2C Commerce implementation involves several task-based user personas, including commerce administrator, merchandiser, and developer. If you’ve ever set up permissions and profiles manually, you’re gonna love the preconfigured user and profile feature that D2C Commerce offers. Just assign a profile to a user and assign the appropriate preconfigured permission. Need to customize permissions? No problem. You can customize the preconfigured permissions or create your own as needed.

Success by Numbers with Commerce Dashboards

The Commerce Dashboards are another D2C Commerce tool that help you successfully manage your D2C store website. The dashboards present payment, promotion, and finance metrics. The initial setup process is simple: It’s a single click and part of the quick store setup.

Your commerce teams can use the dashboards to make informed decisions about how to optimize your online storefront, increase sales, and enhance customer satisfaction. With real-time data at your fingertips, you 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

Generating customer traffic to your site and acquiring new customers is what keeps your site in business. Here’s a secret: You can get free online advertising with strategic search engine optimization (SEO). SEO focuses on increasing non-paid search engine traffic to your store. With all that goes into setting up a new online store, it’s easy to overlook the critical role SEO plays in drawing customers to your site.

The Commerce app SEO settings.

The Commerce app SEO services are designed to enhance the visibility and searchability of your D2C Commerce store, ensuring that it’s easily discoverable by search engines and potential customers.

Take a look at the 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 D2C stores.
Content Snapshots	Generate SEO-optimized HTML snapshots for web crawlers and content-sharing platforms. These snapshots include: Bi-weekly automatic snapshot updates of publicly available site pages, including localized versions. Incremental snapshot updates every 24 hours for newly added pages. Manual snapshot capability for immediate updates, which is useful for time-sensitive content changes.

Next Steps

In this unit, you learned about the D2C Commerce quick setup functionality. You also learned about asynchronous data import, commerce dashboards, and the SEO tools that help you set up and run your store. Next, learn about the tools and features that help you engage with customers.

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