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            Preconfigured Permission Sets for B2B Commerce

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            Preconfigured Permission Sets for B2B Commerce

            Preconfigured permission sets provide B2B users, from customers to admins, with access to required features and functionality. An admin can customize a preconfigured permission set by cloning it and then modifying the individual permissions in the permission set.

            Required Editions

            Not all permissions in preconfigured permission sets are required to complete all tasks for the related persona. If you create custom permission sets, use the permission descriptions to match users with the permissions that meet their required capabilities.

            This table shows the permissions defined by each preconfigured permission set for B2B and D2C Commerce.

            Key
            Checkmark Enabled by the preconfigured permission set.
            Crossmark Disabled by the preconfigured permission set.
            N/A Not included in the permission set, and can’t be added to a cloned permission set.
            System Permission Description Buyer (B2B stores only) Buyer Manager (B2B stores only) Shopper (D2C stores only) Merchandiser Commerce Admin
            Access Drag-And-Drop Content Builder Create and manage email templates and content in a drag-and-drop builder. N/A N/A N/A Checkmark Checkmark
            B2B Integrator Process integrations and export and import orders from external order management systems. N/A N/A N/A N/A Crossmark
            B2B Super User Access all the carts and orders related to their account, regardless of who the carts and orders owners are. N/A Checkmark N/A N/A N/A
            D2C Commerce User Access the D2C checkout. N/A N/A Checkmark N/A N/A
            Commerce Entitlements Integrator Receive Modify All Records permissions for Buyer Group, Buyer Group Member, Entitlement Buyer Group, Entitlement Policy, and Entitlement Product objects to integrate entitlement data from a third-party system. N/A N/A N/A N/A Crossmark
            Commerce Shipment Integrator Access shipment information. A user’s access to order summaries controls the user’s access to shipments. N/A N/A N/A Checkmark Checkmark
            Commerce User Access the store. Checkmark Checkmark Checkmark N/A N/A
            Create and Customize Reports Create, edit, and delete reports in personal folders. N/A Checkmark N/A Crossmark Checkmark
            Create and Set Up Experiences Create Experience Cloud sites, manage settings, membership, login and registration, branding, and associated Site.com site. N/A N/A N/A Checkmark Checkmark
            Create CMS Workspaces and Channels Create Workspaces and Channels in Salesforce CMS. N/A N/A N/A Checkmark Checkmark
            Create Report Folders Create report folders and manage these folders if sharing rights allow. N/A Checkmark N/A Crossmark Checkmark
            Customize Application Customize the organization using App Setup menu options. N/A N/A N/A Crossmark Checkmark
            Lightning Console User Access Lightning console apps. N/A N/A N/A Checkmark Checkmark
            Lightning Experience User Access Lightning Experience and switch between Lightning Experience and Salesforce Classic. N/A N/A N/A Checkmark Checkmark
            Manage Account Addresses

            Create, update, and delete contact point addresses on accounts.1

            		 N/A N/A Checkmark N/A N/A
            Manage Custom Permissions Create, edit, and delete custom permissions. N/A N/A N/A Crossmark Checkmark
            Manage Stores Manage store settings. N/A N/A N/A Checkmark Checkmark
            Manage Translation Manage translated labels in the Translation Workbench. N/A N/A N/A Crossmark Checkmark
            Payments API User Access CCS Payment APIs. Checkmark Checkmark Checkmark Checkmark Checkmark
            Run Flows Run any active flow. In Experience Builder sites, run any active flow that’s distributed with the Flow Lightning component. N/A N/A Checkmark N/A N/A
            Run Reports Run reports and dashboards. N/A N/A N/A Checkmark Checkmark
            View Roles and Role Hierarchy View roles and role hierarchy. N/A N/A N/A Checkmark Checkmark
            View Setup and Configuration View the App Setup and Administrative Settings pages. N/A N/A N/A Checkmark Checkmark

            See Also

            1 You can create up to 2,000 contact point address records. Additional records are dropped.

            If buyers or buyer managers want to create, edit, and delete addresses, enable the Manage Account Addresses system permission within the permission set.

             
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