Configure Custom Checkout for a B2B Store

Which Salesforce Commerce Product Do I Have?

• Set Up Salesforce Payments for Custom Checkout
  If you created a B2B store with an LWR template, we recommend using Salesforce Payments, our native payment service. Salesforce Payments includes safeguards for transactions, express payment options, and a saved payment option. It provides two components—Salesforce Payments and Express Checkout, which you can add to your checkout page to collect payment information. These components automatically pull in the accepted payment methods that you configured for your store, and they provide fraud protection by using 3D Secure authentication.
• Add a Third-Party Payments Service for Custom Checkout
  For a B2B store using custom checkout, instead of using Salesforce’s native payment service, you can use a third-party gateway adapter to integrate with your store's checkout process.
• Add a Tax Calculation Service for Custom Checkout
  A tax calculation service determines how much your customers pay in taxes based on their location. You can set up the Salesforce Tax Solution or use a third-party tax calculation service for your B2B store.
• Select Salesforce Tax Solution and Set Up a Tax Provider for Custom Checkout
  Use the Salesforce Tax Solution to automatically calculate tax rates, by mapping a third-party tax calculation service, such as Stripe, to your B2B store checkout.
• Manual Salesforce Tax Solution for Custom Checkout
  You can set up taxes for your B2B store using the manual Salesforce tax solution. The manual tax solution is available only with a custom checkout configuration. Configure tax rates and tax treatments and assign them to the store’s tax policy.
• Set Up Salesforce Native Shipping for Custom Checkout
  Provide customers accurate shipping methods, including default free shipping, flat rates, and custom rates with the Salesforce native shipping service for your B2B store.. You can use the shipping service with custom checkout or managed checkout, but if you configure your store using custom checkout, you must add the shipping service manually. You can create custom shipping zones and turn off shipping if you don’t sell physical goods.
• Add a Third-Party Shipping Service for Custom Checkout
  A shipping calculation service determines how much customers pay for shipping in your B2B store. Instead of using Salesforce’s native shipping service, you can add a third-party shipping application to your store or set up your own shipping service.
• Enable Shipping to Multiple Addresses for Custom Checkout
  Let customers ship items in one order to multiple addresses in a B2B store or a Pay Now site. At checkout, customers can split a single cart into multiple shipments. You can’t use split shipping with managed checkout or with digital or subscription products.
• Enable Order Fulfillment from Multiple Addresses for Custom Checkout
  When a customer chooses to send products in one order to different addresses, you can fulfill the order from multiple locations. The Split Order Fulfillment flows create a fulfillment order for each address. You can also manually split fulfillment for an order.
• License Requirements for Custom Checkout Order Tracking
  To comply with B2B Commerce licensing requirements, make sure that your custom checkout implementation is tracking orders for Gross Merchandise Value (GMV) and Price Per Order (PPO). If your cart-to-order process invokes the Cart to Order flow core action or the Commerce Webstore Checkout Orders Connect REST API, no additional steps are required.