Configure a D2C Commerce Store

Learning Objectives

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

• List the general steps you must take to configure a Salesforce D2C Commerce store.
• List the tasks you must perform to configure an org for D2C Commerce.
• Describe the available Salesforce user accounts for D2C Commerce.
• Explain how permission sets work.
• List the steps you take to create a user record.

Create a General Checklist

Maria Jimenez, Ursa Major Solar admin, received a new D2C Commerce org with the correct licenses and perms, and she’s ready to get started.

Here’s the general checklist she uses to make sure she gets the setup right.

Maria checks in with Taylor and Wei so they can get ready for the merchandising and customization part of the implementation.

Configure the Org

Maria has a lot of settings to configure. But it’s no big deal with the help of her trusty Salesforce org setup tool. And she’s good at making and following checklists. Here’s her checklist for the first step.

Enable Experience Cloud

Here’s how to enable Experience Cloud.

1. Open your org.
2. Navigate to Setup | Feature Settings | Digital Experiences | Settings.
3. Select Enable Digital Experiences.
4. Enter Domain Name: ursamajorsolar
5. Click Save.

Enable Order Settings

Here’s how to enable order settings.

• Click Setup | Feature Settings | Sales | Order Settings.
• Enable these options:
  • Enhanced Commerce Orders (can’t be disabled once it’s enabled)
  • Optional Pricebooks for Orders
• Click Save.

Enable Commerce

Once Maria enables the order settings, she must log out and log back into the Commerce settings. After she logs back in, here’s how she enables the Commerce app.

• Click Setup | Feature Settings | Commerce | Settings.
• Click Enable Commerce.
• Click Save.

Configure Sharing Settings

Here’s how to configure the sharing settings, which provide external access to data objects. For example, catalog access is read only.

1. Navigate to Setup | Security | Sharing Settings.
2. Configure these settings and click Save.

You will receive a Processing complete email.

Configure the Require HttpOnly Attribute

Here’s how to configure the Require HttpOnly attribute.

• Navigate to Setup | Security | Session Settings.
• Under the Session Settings section, enable the Require HttpOnly attribute.
• Click Save.

Configure the Product2 Layout Setting

Maria customizes the layouts of a few objects to make sure everything works as planned. The optional Product2 layout setting that makes it easier for Maria to find product-related data. Here’s how to configure it.

1. Navigate to Setup | Object Manager.
2. Select Product.
3. Navigate to Page Layouts. You can create a new layout instead of updating the existing one.
4. Click the Product layout.
5. From the Fields section, drag Product SKU to the Product Detail section. Drag any other fields that are useful to you.
6. From the Related Lists section, drag Categories, Commerce Entitlement Policies to the Related Lists section of the layout. Price Books and Standard Prices should already be selected.
7. Click Save.

Configure the Person Account Layout

This is an optional setting that makes it easier to find shopper addresses. Here’s how you configure it.

1. Navigate to Setup | Object Manager.
2. Select Person Account.
3. Click Page Layouts. You can create a new layout instead of updating the existing one.
4. Click the Person Account layout.
5. In the top section, click Related Lists in the left pane.
6. Drag Contact Point Addresses to the Related Lists section of the layout (below).
7. Click Save.

Configure the Order Layout

Configuring the order layout is an optional, but highly recommended, step to help find the delivery information. Here’s how to do it.

1. Navigate to Setup | Objects and Fields | Object Manager.
2. Select Order.
3. Click Page Layouts. You can also create a new layout instead of updating the existing one.
4. Click Order Layout.
5. In the top section, click Related Lists in the left pane.
6. Drag Order Delivery Group to the Related Lists section of the layout.
7. Click Save.

Configure a Custom Domain and CDN

Here’s how Maria performs this task. 

1. To prepare the domain, complete the Custom Domain Prerequisites, including the Prerequisites for the Salesforce CDN.
2. Click Setup, and enter Domains in the Quick Find box and select Domains.
3. Click Add a Domain.
4. Enter the name of your custom domain in the Domain Name field: https://www.example.com
5. Select Serve the domain with the Salesforce Content Delivery Network (CDN)
6. Select Allow HSTS preloading registration.
7. Click Save.
   After you enable this setting, submit your domain at https://hstspreload.org. For more information, see Enable HSTS Preloading on a Custom Domain.

For the changes to take effect, Maria activates the domain after its provisioning status becomes Awaiting Activation.

If you receive notice requiring you to enroll in CDN, activate your domain. When setting up HTTPS or renaming a domain, the domain’s live traffic doesn’t use the provisioned HTTPS option or new domain name until the domain is activated. Until activation occurs, the domain’s live traffic uses its previously provisioned HTTPS option and domain name.

Create Internal Users

D2C Commerce comes with two types of Salesforce user accounts: business accounts for internal users, like Maria and Taylor, and person accounts for shoppers. Business accounts are created from the Account object and person accounts are created from the Person Account object.

Business accounts come with these basic permission sets.

• Commerce Admin: The maximum amount of access a business user is entitled to.
• Commerce Business User: A subset of functionality that deals with the day-to-day management of stores.

Maria can clone the permission sets and create new ones to further limit access for different types of users within her company. She cannot, however, grant more access than what’s available for the Commerce Admin permission set.

When Maria receives her org, the Person Account has already been enabled and assigned to the System Administrator profile.

Here’s Maria’s checklist for this step.

Add New Business Account Record Types

Maria wants to create user records for her team members so they can do their jobs. She clones an existing profile to configure the apps they can access, including the default app. Here’s how she clones a profile.

1. Navigate to Setup | Users | Profiles.
2. Clone the Identity User Profile.
3. Enter the profile name: Commerce App
4. Click Save.
   
5. On the newly cloned profile, click Edit.
6. In Custom App settings, select Visible for the following apps.
   • Commerce: Set this as the default to make Commerce your internal user’s default app.
   • Salesforce CMS
7. In the Tab settings, update the following to Default On as required for access.
   • Accounts
   • Buyer Group Price Books
   • Buyer Groups
   • Catalogs
   • Categories
   • CMS Channels
   • CMS Experiences
   • CMS Home
   • CMS Workspaces
   • Commerce Setup
   • Entitlement Policies
   • Guest Buyer Profile
   • Order Delivery Methods
   • Orders
   • Order Summaries
   • Price Adjustment Schedules
   • Price Books
   • Pricing Workspace
   • Products
   • Product Workspace
   • Store Price Books
   • Stores
8. Click Save.

Here’s how Maria, as the system admin, creates a user record for Wei.

1. Navigate to Setup | Users | Users.
2. Click New User.
3. Enter user details.
   • First and last names
   • Email Address: wleung@ursamajorsolar.com
   • Username: wleung
   • User License: Identity
   • Profile: Commerce App
4. Click Save.
5. In the Permission Set Assignments section, click Edit Assignments.
6. In Available Permission Sets, select Commerce Admin.
7. Click Save.

Here’s how she creates a user record for Taylor. 

1. Navigate to Setup | Users.
2. Click Create New User.
3. Enter the following details.
   • Email Address: tgivensz@ursamajorsolar.com
   • Username: tgivens
   • User License: Identity
   • Profile: Commerce App
4. Click Save.
5. Click the user’s name or username: tgivens
6. Click Edit.
7. In the Permission Set Assignments section, click Edit Assignments.
8. In Available Permission Sets, select Merchandiser.
9. Click Save.

Assign the Internal Users a Role

Internal users who create a new store will automatically be the owner for new users who self-register. For self-registration to work, the owner must be assigned to a role. Marina navigates to Setup | Users | Roles to create and assign roles.

Next Steps

In this module, you learned the general steps you must take to configure D2C Commerce stores in a Salesforce org. You took the first few steps by configuring an org and creating internal users. Next, continue your D2C Commerce configuration journey.

Resources

•  Salesforce Help: Custom Domains
  
• Trailhead: Salesforce B2B Commerce Basics
• Trailhead: B2B Commerce on Lightning Experience Roles, Permissions, and Store Setup