Configure Single Sign-On to Enable Merchant Agent Features

For the Merchant Agent to work, the agent requires that you configure single sign-on (SSO) between B2C Commerce and Salesforce. Use Account Manager or Salesforce as the Identity Provider (IdP) to establish the trust relationship between the two applications.

Before you begin, make sure that you have:

• Admin access to Account Manager.
• Admin access to your Salesforce org (permission to manage Auth Providers).

Identity provider	Configuration Tasks
Account Manager	Add an API Client in Account Manager. Add Account Manager as an Auth Provider in your Salesforce org.
Salesforce	If Salesforce is the IdP, the setup depends on whether the B2C Commerce instance connects to a Salesforce production org or to a sandbox org. If your connection is to a production org, configure a login flow at the primary Salesforce org. No Auth Provider is necessary. If your connection is to a sandbox org: Create an External Client App in the production org. Configure the Auth Provider in the sandbox org.

• Configure SSO Using Account Manager as the IdP
  If you’re using Account Manager as an IdP, complete these tasks for the B2C Commerce Merchant Agent to work.
• Configure SSO with Salesforce as the IdP
  If you’re using Salesforce as an IdP, configure SSO so a user can access B2C Commerce Merchant Agent capabilities.
• Configure the Salesforce Sign-On URL in Business Manager
  After you create an Auth Provider, Salesforce generates a single sign-on URL. Add this URL to the identity synchronization setting in Business Manager. These instructions apply whether Account Manager or the Salesforce org is the IdP for B2C Commerce Merchant Agent access.