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 License Requirements
  Review the licenses required to use the Merchant Agent with B2C Commerce.
• Set Up B2C Commerce with a Salesforce Connection
  Set up a trusted data exchange between B2C Commerce and a dedicated Salesforce org for the Merchant Agent to work. Connect your B2C Commerce instance to Salesforce to access agentic and cross-cloud experiences.
• Configure Single Sign-On to Enable Merchant Agent Features
  Configure single sign-on (SSO) between B2C Commerce and Salesforce so admins can use the Merchant Agent. Use Account Manager or Salesforce as the IdP to establish the trust relationship between the two applications.
• Enable Einstein AI, Agentforce, and the Merchant Agent
  Enable Einstein and Agentforce features in your Salesforce org to support B2C Commerce Merchant Agent capabilities.
• Assign Merchant Agent Roles and Permissions
  In Business Manager, configure user roles and permissions that can access the B2C Merchant Agent features. The feature requires a single permission, BM_Agentforce_Org, which is assignable to any role.
• Test the Merchant Agent
  After completing the B2C Commerce Merchant Agent setup process, test the setup. Use the agent to create a boost rule with a natural-language prompt.
• Troubleshoot Merchant Agent Setup
  If you cannot access the B2C Commerce Merchant Agent or create a rule with the agent, check your setup.