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Merchant Agent Setup for B2C Commerce
To use the Merchant Agent with B2C Commerce and the connected Salesforce org, complete the required setup tasks. The instructions assume that you’re a B2C Commerce admin and Salesforce admin responsible for merchandising in your organization.
Before you begin, make sure that you have:
- Admin access to Business Manager.
- Admin access to a Salesforce org.
Merchant Agent Setup Checklist
Use this checklist to make sure that you complete all required setup tasks for enabling the Merchant Agent.
| Task | Where |
|---|---|
| Review Merchant Agent License Requirements | Contact your Account Executive |
| Set Up B2C Commerce with a Salesforce Connection | Business Manager |
| Configure Single Sign-On to Enable Merchant Agent Features | Account Manager IdP: Configure at Account Manager and Salesforce org. Salesforce IdP: Configure at Salesforce org. |
| Enable Einstein AI, Agentforce, and the Merchant Agent | Salesforce org |
| Assign Merchant Agent Roles and Permissions | Business Manager |
| Test the Merchant Agent | Business Manager |
| Troubleshoot Merchant Agent Setup | Salesforce org and Business Manager |
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