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Enable Salesforce Payments with the Commerce Setup Assistant
Use the Commerce Setup Assistant to enable Salesforce Payments in B2B and D2C Commerce stores and to guide you through store creation.
Required Editions
Important These steps apply to the refreshed Commerce app
introduced in Summer ’24. If you’re using the previous app, now called the Commerce
Storefront Console, see B2B and D2C Commerce Using the Commerce Storefront
Console. To switch to the refreshed app, see Enable the Refreshed Commerce App.
| View supported editions. |
| Permission Sets Needed | |
|---|---|
| To use the Commerce Setup Assistant: | Customize Application OR Commerce Admin |
| To configure Payments: | Payments Administrator |
Before you begin:
- Setting up Payments requires a Salesforce Payments license or a Commerce and Payments license. Review license and feature information in Salesforce Payments Licenses.
- If you’re using Salesforce Payments in a trial org, you can only create a Stripe account in test mode. To process live transactions, you must purchase a license.
-
At the top of the page, click
and select Setup.
- In the Quick Find box, find and select Commerce Setup Assistant.
-
Enable Payments.
- If your org has only Salesforce Payments, under Prepare Your Org for Salesforce Payments, click Get Started.
- If your org has Payments and Commerce, under Salesforce Commerce Setup, click Get Started.
The assistant configures the necessary settings. - For orgs with Payments and Commerce, select the Additional Setup tab, enable any other features that you want to use.
-
Create a B2B, D2C, or Pay Now store. For instructions, see Set Up a Store for B2B or D2C Commerce or Pay Now Setup.
After the store is created, you’re directed to the store home page. From here, you complete other setup tasks, including Payments configuration for store checkout.
- Go to the instructions for your store and checkout type.
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