Create a Store

Learning Objectives

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

  • Enable digital experiences.
  • Enable orders.
  • Configure sharing settings.
  • Modify page layouts for Lightning B2B Commerce.
  • Create a store.

In this module, we assume you are a B2B Commerce administrator with the proper permissions to create a store. If you’re not an administrator for B2B Commerce, that’s OK. Read along to learn how your administrator would take the steps in a production org. Don't try to follow these steps in your Trailhead Playground. B2B Commerce isn't available in the Trailhead Playground.

Enable Digital Experiences

Before Maria can start actually creating a store, she has to do some prep work in her org. First up, she has to enable digital experiences. Why, you may ask, does Maria need to enable digital experiences to continue with her work on B2B Commerce? You see, every store created for B2B Commerce is associated with an Experience Cloud site. 

You may already have an org that has digital experiences enabled, in which case, you can skip this step. But if you have an org that doesn’t, continue with this step. 

  1. From Setup, enter Digital Experiences in the Quick Find box, then select Settings.
  2. Select Enable Digital Experiences.
  3. Enter a unique name for your domain. Keep in mind that you can’t change your domain name after you enable digital experiences. If you set up more than one site, you can append the site name to the URL to differentiate between them.
  4. Click Check Availability to make sure the domain is available.
  5. Click Save, then OK.

Enable Orders and Set Up Field-Level Security

Next up, Mariua has to enable orders. As you might (correctly) guess, being able to order things is pretty central to any store set up, and Lightning B2B Commerce is no different.

  1. From Setup, enter order in the Quick Find box, and then select Order Settings.
  2. Make sure the following settings are selected.
    1. Enable Orders
    2. Enable Enhanced Commerce Orders
    3. Enable Optional Price Books for Orders
  3. Click Save.

Once she’s enabled orders, Maria has to set up field-level security for certain fields to make them visible for administration purposes. 

  1. In Setup, click Object Manager.
  2. Click Order.
  3. Click Fields & Relationships > Sales Store.
  4. Click Field Level Security.
  5. Select Read-Only for the System Administrator profile.
  6. Click Save.

Configure Sharing Settings for B2B Commerce

Maria knows that the most important commodity at Ursa Major Solar isn’t solar components: It’s the information residing in Salesforce. So she wants to safeguard that information as best as she can. To that end, the first step she takes is to restrict the org-wide defaults for all the B2B Commerce objects. 

She sets both the internal and external org-wide defaults to public read-only for the following objects.

  • Catalog
  • Electronic Media Group
  • Image
  • Order Delivery Method
  • Product Media

Maria can open up access to the objects to various groups of people using other sharing mechanisms should she need to. 

Modify Page Layouts for B2B Commerce

Maria works with Taylor Givens, the senior merchandiser, who defines the page layouts. Maria needs to make some changes to page layouts to get all the fields and related lists needed on account and product record pages. To simplify the requirements, she creates a cheat sheet for herself to show all the fields and related lists are needed on which objects. 

Object Page Layout Task
Product Product Layout
  • Add Product SKU field to the Product Detail section.
  • Add Categories and Entitlement Policies related lists to the Related Lists section.

Account Account Layout
  • Add Buyer Account field to the Account Detail section.
  • Add the Site Members and Contact Point Address related lists to the Related Lists section.

Order Summary Order Summary Layout
  • In the Mobile & Lightning Actions section, select Override the predefined actions.
  • Remove all the actions except Start Reorder.

Order Delivery Group Summary
Order Delivery Group Summary Layout
  • In the Mobile & Lightning Actions section, select Override the predefined actions.
  • Remove all the actions except Start Reorder.

The cheat sheet clearly lays out all the new fields and related lists that Maria needs to add to the product and account record pages so all Ursa Major Solar users who need access have it. 

Create a Store

Now that Maria has done a bunch of prep work, she can create a store. The store is the container for all your B2B Commerce data, and where you can showcase your products for buyers. 

  1. From the App Launcher, select Commerce.
  2. On the Stores tab, click Create a Store to open the Lightning B2B Commerce template creation wizard.
  3. Read the template description and key features, and click Get Started.
  4. Enter a name. Your store and the associated Experience Cloud have the same name.
  5. For URL, enter the name of your store.
  6. Click Create.
Note

If you create more than one store, differentiate the beginning of your store names by business unit, region, and so on. Names are truncated in the global header dropdown menu. Users can see up to 32 characters of the name.

After creating all the page layouts and the store, Maria decides to poke around the Commerce app to get familiar with what’s there. She clicks the Ursa Major Solar Store she just created, and in the Commerce app she can see quick links to various parts of setup, where she can: 

  • See the store’s products (once they’re added)
  • Manage price books
  • Review the catalog and its categories
  • Set up search
  • Administer the store

Commerce app quick links to Products, Store Price Books, Administration, Catalog and Search.

The Commerce app is the central place where everyone collaborates on the store. Maria obviously accesses it for administration tasks. Taylor accesses Experience Builder from the Commerce app to design and customize store pages. Taylor also accesses the product catalogs to update things like descriptions and media. Wei Leung, the developer does the app customization.

Now that Maria has identified her team and created a store that can be populated with data, she can hand off the store to other colleagues to add data and customizations. Continue on with our next module, to learn more about the Lightning B2B data model. 

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