Set Up an Online Store in Starter and Pro Suite

Use the Store Setup Assistant to help you set up your direct-to-consumer (D2C) online store.

The store setup assistant enables you to get a basic store up and running, but you have to complete additional setups to finalize your store, such as adding price books and products.

The setup process also generates one market for you. Markets are used to segment customers based on locale, allowing you to use one store instead of setting up multiple stores for different regions. If you’re using Pro Suite, you can create two additional markets.

When you create a D2C online store, a common set of standard objects is added to your Salesforce org. The set includes:

• Catalog: The entire collection of products offered in your store.
• Category: A logical grouping of products. Create multiple categories for a navigable hierarchy.
• Entitlement Policy: The customer gatekeeper that manages access to products and prices.
• Product: The products that are available to customers.
• Price Book: The available pricing for buyers and shoppers.

These objects are limited to specific licenses. Many of them, such as product, price book, and price book entry, are also used in other licenses.

Note Commerce for Starter and Pro Suite uses Data Cloud to manage order confirmation emails. These Data Cloud features are automatically provisioned during the store setup process.

• Set Up Person Accounts to Let Guests Shop Your Store
  Person accounts are required for D2C online stores, which use them to represent shoppers who visit the store and purchase products.
• Set Up Store Branding
  Brand your online store to duplicate the look of your company's site. You can add colors, images, text size, and more to your store’s template theme. The settings you configure for the template’s theme apply across the storefront.
• Add a Product
  Add a product to your online store. In addition to bulk loading products by using a CSV file, you can add products one at a time during store setup.
• Configure Store Checkout
  Add checkout functionality to your store, including payment, shipping, and tax calculation services. By default, a new D2C store uses Managed Checkout, which includes smart store defaults for a streamlined checkout setup. A default shipping profile based on your store location and currency settings is automatically configured for you. You can change your profile and rates at any time.
• Preview and Activate Your Store
  As you work on your online store, you can preview what it looks like to customers. When you’ve completed setup and you’re ready to make your store public, you publish the store and then activate it. To continue preparing your store for customers, follow the recommended actions on the store home page. Republish your store whenever you make changes.
• Enhance Your Store with Recommended Configurations
  After you activate and publish your online store, you can use recommended actions to further develop and configure your store. You can choose which recommended actions to take. Some are based on insights into your store and unique to your store’s data, and others are general recommended actions. Monitor goal progress over time with data-driven insights such as conversion rate, average order value, and site traffic.
• Create More Markets
  Instead of standing up multiple stores for different regions, use one store and segment your customers into markets based on locale. To create a market, assign the price book, entitlement policy, currency, ship-to countries, and locales that it supports. Additional markets are available only for Pro Suite customers.
• Additional Configurations for Your Online Store
  Additional configurations enable you to enhance the functionality and user experience of your online store.