Organize How Buyers Access Your Store

Learning Objectives

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

  • List who can access your store.
  • Describe the function of a buyer group.
  • Use Schema Builder to explore B2B Commerce object relationships.

Enable Buyer Accounts and Buyer Users

Let’s recap what you have in your org at this point. 

  • One or two stores
  • Products (and associated objects like price books)
  • Catalogs
  • Categories

Now the big question: Who should access all these things? Buyers, of course. And what do buyers do in B2B commerce? This is not a trick question: They buy things. In the case of Ursa Major Solar, buyers purchase furnishing and lighting for retailers. 

In Salesforce, you organize B2B Commerce buyers using buyer accounts. Buyer accounts simply use the account object as their backbone. Once you enable an account record as a buyer account, you can enable contacts related to the buyer account as buyers. 

Let’s see how this works in Ursa Major Solar. 

The Ursa Major Solar org has separate account records for each retailer it sells to. One of these retailers is Ray Solar Solutions, which has stores all over North America. Their account has various contact records associated with it. 

Not all contacts associated with Ray Solar Solutions are able to make purchases from Ursa Major Solar, only Ray Solar Solutions buyers and buyer managers have that privilege. Buyer managers are also able to see the purchases and cart orders of buyers. 

And how, pray tell, can buyers see products and prices? With entitlement policies and prices books. Entitlement policies define which products a buyer can see based on their buyer group memberships. And price books determine the prices associated with that product. Let’s take a closer look at buyer groups.

Understand Buyer Groups

Buyers are connected to stores using buyer groups. 

B2B Commerce data model highlighting buyer groups.

Buyer groups help organize similar buyer accounts. Let’s say you have five buyer accounts that all need access to the same store, the same products, the same prices, and the same entitlement policies. You create a buyer group that defines all the settings for the buyers, and simply add the buyer accounts to it. If, in the future, you add a new buyer account that also needs access to the same store, products, prices, and entitlement policies, all you need to do is to add the buyer account to the already configured buyer group. 

You can also associate multiple buyer groups to the same store, and create specific products, prices, and entitlement policies for each buyer group.

The buyer group is a powerful organizational tool that simplifies the life of the admin by allowing a create once, use multiple times method.  

Explore the Intricacies of the B2B Commerce Data Model with Schema Builder

The B2B Commerce data model can get quite intricate and complex, and we’ve only touched upon the following objects in this module. 

  • Store
  • Catalog
  • Category
  • Entitlement Policy
  • Product
  • Buyer Account
  • Buyer Group
  • Buyer Group Member

A great way to learn more about the data is by exploring the various object relationships using Schema Builder. To access Schema Builder: 

  1. In the Quick Find box in Setup, enter Schema Builder.
  2. Click Schema Builder.
  3. Click Objects.
  4. Filter the Standard Objects to see the relationships between the various parts of B2B Commerce.
Note

To see an object’s API name, select Display Element Names in View Options.

Store Data Model

Select the following standard objects. 

  • WebStore
  • WebStoreCatalog
  • WebStorePricebook
  • WebStoreBuyerGroup

Buyer Account, Buyer Group, and Entitlements Data Model

Select the following standard objects. 

  • Account
  • BuyerAccount
  • BuyerGroupMember
  • BuyerGroup
  • BuyerGroupPricebook
  • CommerceEntitlementPolicy
  • CommerceEntitlementBuyerGroup

Product, Product Catalog, and Pricing Data Model

Select the following standard objects. 

  • Product2
  • ProductCategoryProduct
  • ProductCategory
  • ProductCatalog
  • PricebookEntry
  • Pricebook
  • WebStorePricebook
  • BuyerGroupPricebook

Product Media Data Model

Select the following standard objects. 

  • Product2
  • ProductCategory
  • ProductMedia
  • ProductCategoryMedia
  • ElectronicMediaGroup

Cart Data Model

Select the following standard objects. 

  • WebCart
  • Account
  • WebStore
  • CartDeliveryGroupMethod
  • CartItem
  • Product2

Order and Order Summary Data Model

Select the following standard objects.

  • Order
  • OrderItem
  • WebStore
  • Account
  • OrderDeliveryGroup
  • OrderAdjustmentGroup
  • OrderDeliveryMethod
  • OrderAdjustmentLineItem
  • OrderItemTaxLineItem
  • OrderSummary
  • OrderItemSummary
  • OrderItemSummaryChange
  • OrderPaymentSummary
  • OrderAdjustmentGroupSummary
  • OrderDeliveryGroupSummary
  • OrderItemAdjustmentLineSummary
  • OrderItemTaxLineItemSummary

Dive In

You’ve learned about the big picture of B2B Commerce on Lightning Experience, and seen a list of all the objects included in the detailed data model. When setting up B2B Commerce, use this knowledge to plan and implement your unique experience for buyers. 

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