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            Set Up Commerce Manually

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            Set Up Commerce Manually

            If you choose not to use the Commerce Setup Assisant, you can manually set up your Commerce org and store.

            If you prefer to use the Commerce Setup Assistant, see Set Up Commerce with the Automated Assistant.

            Install and Set Up Commerce Features

            Feature Description Instructions
            Experience Cloud Enable Experience Cloud. Go to Setup | Feature Settings | Digital Experiences | Settings, and then select Enable Digital Experiences.
            Commerce app The refreshed Commerce app installs and configures required settings such as licenses, features, and profiles. Go to Setup | Feature Settings | Commerce | Settings, and enable Commerce and, if necessary, the refreshed Commerce app.
            Salesforce Payments Salesforce Payments streamlines your checkout process and provides secure transactions for your customers. Go to Setup | Feature Settings | Payments, and then click Enable.
            Order Management Order Management handles all aspects of the order lifecycle, including order capture, fulfillment, shipping, payment processing, and service.

            Go to Setup | Feature Settings | Order Management | Setup, and turn on Order Management.

            In Setup, find and select Order Settings, and enable these settings:

            • Enhanced orders
            • Enhanced commerce orders
            • Optional price books
            • Negative quantity
            • Zero quantity
            • Order events
            Omnichannel Inventory Omnichannel Inventory delivers near real-time inventory availability across your fulfillment channels. Go to Setup | Feature Settings | Omnichannel Inventory, and turn on Omnichannel Inventory. Then, go to Setup | Object Manager | Location | Fields & Relationships | Location Type, and add new Location Type Picklist Values.
            HTTP security settings HTTP security settings protect your site from session hijacking and cross-site scripting by requiring cookies to be accessed only through HTTP requests. Go to Setup | Security | Session Settings, and select Require HttpOnly attribute.
            Sharing settings Sharing settings control access to Commerce objects, such as Account and Contract, Order, Product, and Location and Location Group objects. Go to Setup | Security | Sharing Settings. Under Organization-Wide Defaults, click Edit and modify the defaults. See Sharing Settings.
            Order related flow templates Order-related flows let your customers cancel orders, exchange items, process returns, and more. See Salesforce Order Management Flows To create flow templates manually, go to Setup | Process Automation | Flows. Clone and activate the order-related flows, create records, and add flows to the Actions & Recommendations component.
            Payments digital experience site You Experience Cloud site acts as a data channel between the payment gateway and Salesforce Payments. Find this site, sfpwebhook, at Setup | Digital Experiences | All Sites. To create the payments digital experience site manually, see Set up a Channel for Payment Data.
            Commerce Order Routing Order routing improves the efficiency of order fulfillment by configuring routing, fulfillment, and inventory automation. Before you enable order routing, enable Order Management System (OMS) and Omnichannel Inventory (OCI). Then install the order routing package.
            Dashboards and reports installation Dashboards provide insights into your customer behavior, product performance, and revenue data. For complete instructions on enabling dashboards and reports, see Set Up Commerce Dashboards and Reports.
            Person Accounts

            Person accounts provide a more personalized shopping experience and let guest shoppers access your store without creating an account. If you have a D2C store, person accounts are required. For a B2B store, enable person accounts to let guest shoppers use your store.

            After Person Accounts is enabled, it can’t be disabled. We recommend that you create a sandbox to preview how Person Accounts affect your Salesforce org.

            		 For complete instructions on enabling Person Accounts, see Enable Person Accounts for Commerce.

            Create Profiles and Permissions

            Profile Description Manual Setup Instructions
            Commerce Business User This profile can create internal users, such as Commerce admins and merchandisers. Go to Setup | Users | Profiles. Create a profile named Commerce Business User Profile and then configure the profile for your internal users. See Configure Internal Users for Commerce.
            Omnichannel Inventory Manager This profile can access Omnichannel Inventory features. Go to Setup | Permission Sets | Omnichannel Inventory Manager, and click Manage Assignments. Click Add Assignments, and assign users to the permission set. Assigning the Omnichannel Inventory Manager permission set also assigns an Omnichannel Inventory license to that user.
            System Administrator This profile can access setup functionality, including tasks related to users, profiles, and order-related objects.

            Go to Setup | Profiles | System Administrator. Click Edit and set up field-level security for Order, Order Product, Shipment, Shipment Item, Order Adjustment Group, and Order Delivery Group.

            For details about the access levels, see Configure Location Field-Level Security.
            Payments Administrator This profile can configure and manage Salesforce Payments, merchant accounts, and payment method sets. Go to Setup | Permission Sets | Payments Administrator, and then click Manage Assignments. Add the System Administrator.
            Shopper Profile This profile can purchase items on a D2C store. Go to Setup | Profiles. Clone the External Apps Login User and save it as Shopper Profile. Then go to Setup | Permission Set Groups and create a permission set group named Shopper PSG. Click Permission Sets in Groups and add the Shopper permission.

            Configure Page Layouts

            Layout Description Instructions
            Account page Manages customer accounts, including contact point addresses and buyer groups.

            Go to Setup | Object Manager | Account | Page Layouts, and create a Commerce Account Layout. Add related lists for Contact Point Addresses and Buyer Groups.

            Return to Page Layouts and select Page Layout Assignment | Edit Assignment. Assign the layout to the Commerce Business User Profile.
            Commerce Product page Organizes all your product information, including SKUs, classes, and categories.

            Go to Setup | Object Manager | Product | Page Layouts, and create a Commerce Product Layout. In the Commerce Product Layout section:

            • Add fields for Product SKU, Product Class, and Stock Keeping Unit to the Product Detail section.
            • Add related lists for Related Product Categories, Commerce Entitlement Policies, and Related Product Selling Model Option.

            Return to Page Layouts and select Page Layout Assignment | Edit Assignment. Assign the layout to the Commerce Business User Profile.
            Price Book Entry page Adds Active Price Adjustment and Product Selling Model related lists to the price book entry page. Go to Setup | Object Manager | Price Book Entry | Page Layouts | Price Book Entry. Select Related Lists, and drag Active Price Adjustment and Product Selling Model to the Related Lists section. Save the layout as Commerce Price Book Entry.
            Product page Creates and configures product sets and add the Child Components related list to the product page. Go to Setup | Object Manager | Product | Page Layouts | Product Layout. Select Related Lists, and drag the Child Components related list to the Related Lists section.
            Order page Manages orders, including sales stores and order delivery groups.

            Go to Setup | Object Manager | Order | Page Layouts, and create a Commerce Order Layout. In the Order Layout section:

            • Add a field for Sales Store ID.
            • Add a related list for Order Delivery Groups.

            Return to Page Layouts and select Page Layout Assignment | Edit Assignment. Assign the layout to the Commerce Business User Profile.
            Order Summary Lightning Record page Condenses order details to one view and access order-servicing flows in Actions & Recommendations. Go to Setup | Object Manager | Lightning Record Pages, and create a Order Summary Lightning Record Page.

            Create a B2B Store

            Step Description Instructions
            Create a store Create a B2B store, a Commerce Reorder portal, or a Pay Now store. Go to Setup | Store, and click Create a Store. Follow the guided steps. For more in-depth information about languages, locales, currencies, URL naming conventions, and more, see Store Setup Considerations.
            Complete required store setup Complete the required setup tasks to get your store running. Click each task on the store home page and follow the prompts. For more information and documentation resources, see Commerce Store Setup Tasks. To see what your store looks like at any stage of the process, click Preview.
            Complete optional store setup The store setup assistant recommends additional tasks to get your store ready for customers. Click each task on the store home page and follow the prompts. See Start Selling Online.
            Activate store After you’ve completed the setup steps, it’s time to activate your store. On the store page, click Activate.

            See Also

             
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