Salesforce B2B-Commerce-Administrator - Salesforce Accredited B2B Commerce Administrator (SP25)

Before creating a variation product and preparing the search index, the Administrator needs to establish a variationattribute structure inA. Commerce Setupto configure the overall commerce settings, including attributes, and inD. Object Managerto customize the Product object and its fields, including setting up specific attributes for variations.

The standard B2B Main Checkout Flow template includes sub-flows forShipping Method (A),Billing Address (B), andTaxes (E). These sub-flows are integral to the checkout process, ensuring that shipping, billing, and tax calculations are handled efficiently and accurately during the checkout procedure.

When turning on Digital Experiences during B2B Commerce setup, two potential risks includeDigital Experiences extending portal access to external members (A)andthe possibility of external members having permissions to view records they should not be able to view (B). Proper configuration and management of access rights and permissions are crucial to mitigate these risks, ensuring that external members only have access to appropriate information and functionalities.

To enable external buyers to view products on the storefront, the entities that typicallydo not require "Public Read Only" access arePrice Book (A)andProduct Media (D). Price Books, while crucial for defining product pricing, are usually managed and accessed by internal users rather than external buyers directly. Product Media, such as images and videos, are essential for product display but do not necessarily require direct access by external buyers as they are typically embedded within product pages or catalogs.Order Delivery Method (B)andCatalog (C), on the other hand, are more integral to the shopping experience and may require broader access levels to ensure external buyers can view available products and delivery options.

To send Order confirmation emails to Buyers, the necessary configuration steps includeCreating an Email template (A)to define the content and format of the email,Setting up Organization-Wide Addressesto ensure emails are sent from a verified domain,Creating an Email Alertto trigger the email sending process, andAdding an Auto-launched flowto automate the email sending process based on specific criteria or events, such as order confirmation. This setup ensures that buyers receive timely and informative confirmation emails, enhancing the customer experience.

To configure the store to use a new payment gateway, an Administrator needs toUpdate the payment gateway settings on the Payment and Billing subflow (A). This involves configuring the new gateway's details and parameters within the relevant settings, ensuring that the store's payment processing is correctly aligned with the new gateway.

For the most efficient process, the following Related Lists should be added to the Account page layout:

B. Community Membership:This provides visibility into the user's access and roles within the commerce community, facilitating management and support.

D. Carts:This allows for quick access to the user's current and past shopping carts, enabling support and analysis of shopping behavior.

These additions enhance the administrative capabilities, providing quick access to essential information for managing accounts and supporting users within the B2B Commerce platform.

To control the products that different Buyers can purchase in the same storefront, a customer can useEntitlements(B). Entitlements in Salesforce B2B Commerce allow for the definition of specific access rights to products or categories based on buyer accounts or other criteria. This ensures that only authorized buyers can purchase certain products, enabling personalized and controlled buying experiences.

To set up Variation products in Salesforce B2B Commerce, an Administrator can navigate toProduct Workspace (A)andProducts (B)within the B2B Commerce App's navigation menu. The Product Workspace provides a comprehensive area for managing individual products and their variations, allowing for detailed configuration of product attributes and relationships. The Products section offers a broader view of all products, including the ability to access and manage variation relationships. While Catalogs (C), Entitlement Policies (D), and Commerce Setup (E) are important for overall store configuration, they are not the primary locations for setting up product variations.