Review B2B Commerce Store Setup

Learning Objectives

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

Describe the benefits of using the Commerce Setup Assistant for storefront configuration.
Explain how Agentforce Commerce tools assist with asynchronous data import.
Analyze store performance using Commerce Dashboard insights.
Describe how Commerce search engine optimization (SEO) tools improve storefront visibility.

Tools and Features

B2B Commerce offers a powerful suite of tools and features to help you optimize your B2B business operations and simplify your store setup.

Launching and running an e-commerce store is a lot of work. It can take long hours just to get the basics up and running.

Commerce Setup Assistant

The Commerce Setup Assistant eliminates all those tedious setup tasks that keep you up at night. The quick setup features help you get your basic store up and ready for content in about 30 minutes! Let’s explore the revolutionary quick setup features.

[Alt Text: Screenshot of the Commerce Setup Assistant interface displaying quick setup options.]

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.
Store Preview	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.

Setting Up Data 360 for Commerce

Integrating B2B Commerce with Data 360 unlocks business insights, analytics, personalization, and automation for your store. Configure this integration using the Commerce Setup Assistant in Setup. For complete setup steps, see Set Up Data 360 for B2B Commerce.

Segmentation and targeting: Build buyer groups from Data 360 segments to deliver targeted storefront content using Commerce Personalization.
Data 360-based analytics: Access Intelligence Analytics dashboards for insights into buyer behavior and store performance.
Unified customer profile: Unify customer data across Salesforce Clouds to maintain consistent buyer profiles.

Import Data Asynchronously

Your store needs product, buyer, price book, entitlement, and operational support data to run efficiently. With B2B Commerce, you can import all of this data directly inside the app. Because imports run asynchronously, you can start an import session and move on to other tasks without impacting system performance.

Using the Commerce import workspace, you can import products, price books, and entitlement policies for a specific store or globally across all stores. To help you get started, download and customize the standard CSV template available directly on the import screen.

Once your products are imported, Agentforce Commerce gets to work. The autonomous Merchandising Agent helps with catalog categorization, while the Guided Shopping Agent provides real-time buyer recommendations, making your store smarter from day one.

Manage Profiles and Permissions

Like other Salesforce apps, B2B Commerce uses permissions and profiles to control access to the app and define who can do what inside the app. A typical B2B Commerce implementation involves several task-based user personas, including commerce administrator, merchandiser, and developer.

B2B Commerce comes with preconfigured permissions and profiles. They’re a handy way to quickly give users access and complete your initial setup. Of course, when you're ready, you can customize permissions and profiles to fit your business needs.

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.

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

B2B Commerce offers payment, promotion, and finance metrics through the Commerce Dashboards. Like the basic B2B store, the dashboards are easy to set up — it's a single click, and it's part of the quick store setup process.

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.

Commerce dashboards support up to 3 million products per catalog and up to 9 images per product record, scaling with your business growth.

Note: Intelligence dashboards (Shopper, Product, and Inventory) are available with Basic and Advanced Commerce SKUs and include Data 360 credits.

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.
Shopper Intelligence Dashboard	Analyze shopper behavior and engagement patterns to deliver personalized customer experiences.
Product Intelligence Dashboard	Track product performance, sales trends, and customer demand to inform merchandising decisions.
Inventory Intelligence Dashboard	Monitor inventory levels across your business to prevent stockouts and streamline replenishment.

Search Engine Optimization

As an ecommerce professional, you know that effective search engine optimization (SEO) is critical to your B2B store's success. The better visibility your pages have in search results, the more likely you are to attract prospective and existing customers to your B2B site. SEO focuses on increasing nonpaid search engine traffic for your site. When SEO is successful, it's like having access to free internet ads. The Salesforce Commerce SEO tools help you deploy an effective SEO strategy that uses both creative and technical elements to increase nonpaid search engine traffic. Take a look at the SEO Goals and Recommendations dashboard below.

[Alt Text: Screenshot of the SEO Goals and Recommendations dashboard displaying optimization settings.]

The Commerce app SEO services are designed to enhance the visibility and searchability of your B2B store, ensuring that it’s 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.
Content Snapshots	Generate SEO-optimized HTML snapshots for web crawlers and content-sharing platforms. These snapshots include: Biweekly 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 how the Commerce app lets you quickly set up and activate a functional B2B store with guided tasks tailored to your specific selling channel. You also learned about asynchronous data import, commerce dashboards, and SEO features that support your B2B business. Next, learn about the tools and features that help you engage buyers and close sales.

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