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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.
Configure Commerce Store and Pay Now
Auto-configure your org for Commerce and set up your online store and Pay Now.
- Verify Data Cloud is set up. See Set Up Data Cloud.
- Verify the Marketing app and required email settings are set up in your org. See Set Up MarketingData Cloud and Marketing tools enable order confirmation in Commerce.
- Assign the Commerce User or General User permission set group to users.
- If Quick Settings is turned on, see Assign Standard Permission Set Groups from Quick Settings.
- If you want to assign permissions from Setup, see Assign Permission Set Groups to Users.
- Configure your online store.
- Use Commerce Setup Assistant to auto-configure your org for Commerce.
- Follow the guided setup provided by the Store Setup Assistant to set up your direct-to-consumer (D2C) online store.
- 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.
- From Setup, in the Quick Find box, enter App Builder, then select Lightning App Builder.
- Select Edit for the Opportunity Record Page - Three Column page.
- Drag the Dynamic Related List–Single component onto the page.
- Select the Dynamic Related List–Single component on the record
page.
- In the properties pane, select Use This Opportunity for the Parent Record.
- Select Payment Links for the Related List.The remaining property values populate automatically.
- Save your changes.
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