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            Set Up Commerce for Salesforce Foundations

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            Set Up Commerce for Salesforce Foundations

            Assign users access to the Commerce app and features.

            Required Editions

            Available in: View supported editions
            User Permissions Needed
            To assign user permissions and set up Pay Now Permissions vary by task. Verify the permissions required in related Salesforce documentation.

            If you prefer using permission sets instead of permission set groups, assign the Commerce Starter App and Payments Administrator permission sets.

            Note
            Note

            Commerce Store is available only in the U.S. Pay Now isn't available to Salesforce customers in India, Brazil, and Japan.

            Configure Commerce Store and Pay Now

            Auto-configure your org for Commerce and set up your online store and Pay Now.

            1. Verify Data Cloud is set up.
            2. Verify the Marketing app and required email settings are set up in your org.
              Data Cloud and Marketing tools enable order confirmation in Commerce.
            3. Assign the Commerce User or General User permission set group to users.
            4. Configure your online store.
              1. Use Commerce Setup Assistant to auto-configure your org for Commerce.
              2. Follow the guided setup provided by the Store Setup Assistant to set up your direct-to-consumer (D2C) online store.
            5. Configure Pay Now.
              Follow the guided setup to complete your Stripe merchant account, define payment methods, and brand your Pay Now page with your logo. See Set Up Pay Now.

            Add Payment Links Component to the Opportunities Page

            With Pay Now, when an opportunity closes you can generate secure payment links for customers from the Opportunity page. Add the Payment Links component to the Opportunities page.

            1. From Setup, in the Quick Find box, enter App Builder, then select Lightning App Builder.
            2. Select Edit for the Opportunity Record Page - Three Column page.
            3. Drag the Dynamic Related List–Single component onto the page.
            4. Select the Dynamic Related List–Single component on the record page.
              1. In the properties pane, select Use This Opportunity for the Parent Record.
              2. Select Payment Links for the Related List.
                The remaining property values populate automatically.
            5. Save your changes.
             
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