Complete Guide to B2B Commerce Cloud Implementation

B2B businesses today seek similar convenience and digital experiences as customers do while making bulk purchases. They demand continuous support, streamlined payment processing, and an easy-to-navigate experience with all product details displayed clearly.

However, there are certain hindrances that restrict B2B e-commerce sites or selling businesses from offering a seamless customer experience. These concerns with managing interactions with multiple vendors, branded stores, streamlining the operations of order processing, buyer-specific catalogs, and so on.

This is where Salesforce B2B Commerce Cloud comes into the picture offering versatile features and services for all your B2B business management needs. So, let’s begin your journey with the B2B Commerce Cloud. It will empower your e-commerce business, propel your profits, and position you as a leader in the ever-evolving world of commerce.

Allow us to let you unlock the secrets of the B2B Commerce Cloud and walk through how it can revolutionize your business strategy like never before!

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Understanding B2B Commerce Cloud: An Overview

B2B Commerce Cloud is a cloud-based platform that streamlines all your B2B operations and offers a suite of applications for end-to-end support for sales, marketing, and commerce activities. It has everything you need to improve engagement, lead conversion, and bring in more business. From online storefronts, product information management, customer portals, order management, and inventory management to integration, everything is available for your ease.

In other words, this AI-powered B2B Commerce Cloud is a centralized hub where you can manage your business’s product catalog, order processing, and pricing structure. It streamlines the online shopping experience for B2B (business-to-business), ensuring exceptional customer experience and loyalty in the long run.

This solution comes with versatile features that benefit your business like no other. It empowers you with real-time analytics and reporting capabilities that help you gain deeper insights into sales performance and operations management. With this, you can make data-driven decisions, identify new marketing trends, and optimize your sales and marketing strategies.

It reduces the time to market your products and services by offering branded and user-friendly storefronts that showcase your offerings clearly to your customers. Moreover, it manages retention practices and strategies such as offering bulk discounts, providing additional services to customers, and so on. This is a win-win game for both the business, as they can sell more, and the customers, as they enjoy your services.

With B2B Commerce Cloud, B2B merchants can reap customer service improvement benefits through automated order renewals, personalized recommendations, order placement in a click, and much more for their clients.

To understand everything that Salesforce B2B Commerce Cloud can do, let’s gain a detailed understanding of its features.

Benefits of B2B Commerce Cloud Solutions

Salesforce’s B2B Commerce Cloud is a game-changer in this transformative digital landscape. It offers an array of benefits that you can leverage to boost your business’s operational efficiency and maximize your sales target.

Let’s take a closer look at some of the significant benefits of Salesforce’s B2B Commerce Cloud for your business:

1. Reduce time to market

In this technological shift, businesses are adopting new technologies to expand their brand. With traditional marketing, it’s challenging to market your product and aware the audience of your offerings, products, and services. That’s how Salesforce’s B2B Commerce Cloud comes into the picture.

Its user-friendly interface and involuntary tools allow businesses to launch and quickly scale their online storefronts, reducing the time to market the products and services. Additionally, this process enables B2B businesses to fulfill the growing market demands and always stay one step ahead of the competition.

2. Real-time analytics

A business’s job is not limited to only launching new products and services in the market. These services are of no use if not aligned with what customers expect. However, to address the customer’s challenges, you need to comprehend the opportunities for advancement and real-time insights.

B2B Commerce Cloud provides analytics and reporting capabilities, enabling businesses to monitor, track, and check performance progress. By leveraging the platform, you can gain real-time insights, sales performance, and overall business operations.

These analytics data help businesses to make data-driven decisions, identify new marketing trends, optimize sales and marketing strategies, improve customer experiences, and boost sales.

3. Cost savings

Every business thinks about cost-cutting every possible way from the process. B2B Commerce Cloud offers exceptional functionalities of self-service portals, order management, and inventory tracking, which increase operational efficiency reducing overhead costs.

Additionally, the platform scalability allows businesses to accommodate their resources to meet dynamic demand and maximize efficiency. By leveraging the platform, a business can streamline its operations, automate manual processes, and reduce overhead costs.

4. Discounts/offers

Customer retention is challenging for businesses in this competitive era, and the only way to run a long-term journey with customers is to deliver an exceptional experience and support.

How will you do this?

Providing discounts and bulk offers is another way businesses can aid from Salesforce’s B2B Commerce Cloud. The platform enables businesses to create and manage bulk discounts, facilitating customers to buy products and services for long-term success.

This is a win-win game for both the business and the customers. Businesses can easily sell more services, and customers can enjoy your services.

Key Features and Functionality of B2B Commerce Cloud

Here are some of the key features that this cloud offers, which makes it a versatile offering for businesses who are looking to establish their business online.

1. Catalog Management

Salesforce’s Commerce Cloud allows businesses to write clear and descriptive product catalogs with illustrative pictures on their e-commerce website. With this improved user interface, you can accumulate customers’ attention and enhance customer engagement rates.

Leveraging Salesforce’s B2B Commerce Cloud allows wholesalers to integrate product catalogs with the client contract. It helps them to tap a complete view of customer details in a unified view in the Salesforce platform.

With a well-structured and meticulous product catalog, B2B businesses can maximize conversion rates. However, customers get a clear product understanding to make informed decisions in no time.

2. Order Management

Every business wants seamless order management, and purchasing an OMS (Order Management System) license separately from Salesforce B2B Commerce Cloud plans is easy. As, you get an additional system with enhanced capabilities in nominal pricing.

Salesforce’s B2B Commerce Cloud is the right way to manage your orders. It offers reliable tools and processes to ensure timely product and service deliverables. From successful order creation, processing, tracking, managing inventory, and invoices to handling returns and refunds, everything you have with B2B Commerce Cloud.

With the endless benefits of Salesforce’s Commerce Cloud, a business can benefit from seamless integrations for streamlining other complex tasks, including payment gateways, inventory management, and shipping carriers.

You can also simplify the complete order management process by automating the return labels.

3. Optimized Inventory Management

In the e-commerce industry, inventory management is essential in streamlining the business flow and catering businesses to cater to customers with an impeccable omnichannel shopping experience without delays.

By purchasing a suitable order inventory management plan along with Salesforce’s B2B Commerce Cloud platform, vendors can access a consolidated overview of their inventory information, encompassing their online and offline stores. It permits them to experience a seamless order fulfillment process.

Also, the B2B Commerce Cloud ensures easy tracking and order placement for inventory stock based on customers’ purchase history, stock availability, sales generated, and product shelf life.

4. Customer Self-Service

Customer self-service empowers businesses with an efficient online experience. Salesforce’s Commerce Cloud allows customers to access and manage their accounts centrally.

Also, they can view order history, track shipments, and initiate returns effortlessly. This will eliminate the need for manual assistance, enhance the customer experience, and free up resources for more complicated customer inquiries.

Additionally, customers are flexible in quickly identifying answers to common questions with the self-service options. This improves customer service efficiency and enables a greater level of autonomy.

5. Personalization And Customization

According to a study by Gitnux, 83% of B2B buyers consider personalization the primary reason for their purchasing experience. This clearly shows how paramount personalization is in B2B businesses.

Salesforce’s B2B Commerce Cloud empowers businesses to deliver tailored shopping experiences and enhance customer engagement. With features like AI-driven recommendations, dynamic pricing based on customer segments, and personalized content, businesses can deliver tailored experiences to individual buyers.

By leveraging customer purchase history, the B2B Commerce Cloud empowers businesses to create personalized customer journeys that resonate with buyer interest. This widens the scope for targeted market campaigns, cross-selling, and up-selling to enhance customer loyalty.

6. Commerce AI

Extending the AI advancements, Salesforce offers Agentforce Commerce Agents that integrate seamlessly in your workflows and help you achieve goals with efficiency.

It works for you differently, improving the shopper, buyer and merchant experience. You can build a personal shopper for your customers that learns and adapts to what the customer wants and further suggests similar products and services in natural language. Moreover, you can utilize Eintein product recommendations that use an intelligent algorithm to understand the customer’s preferences and suggest products that they might like.

With Agentforce Buyer, create customer-grade experiences through agents that help your B2B customers to easily find and reorder products in natural language. This can work across any communication channel of their preference. Also, using AI-powered data analytics capabilities, generate summaries of interactions and gain deeper insights into customer conversations.

Agentforce Merchant Agent is your additional partner that handles your overall site management, including smart promotions as to how and when they would be applied. It creates smart descriptions for your product and services using the details you provided. This helps in boosting your visibility over search engines, ensuring that your offerings are easy to find.

7. Digital Storefronts

You get pre-built feature-rich templates that are also customizable according to your business needs. You can customize the UI of your storefront to match to your business logo and theme. As discussed, you can create product descriptions that boost your product and service’s online visibility.

Further, it allows you to integrate a number of partner apps that extend the capabilities of your business by offering app-like experiences and making navigation and site user-friendly. It supports headless commerce, allowing independent modifications to the front end and the back end of the site that do not hamper their working.

Moreover, your developers get a variety of efficiency tools and communities where they can learn and deploy modifications in the storefront. They have all the guidance resources handy with them, including documentation, a knowledge base, toolkits, and more.

8. Pricing And Quoting

Salesforce’s B2B Commerce Cloud allows businesses to easily manage complex pricing structures, including tiered pricing, volume discounts, and contract pricing.

Along with pricing, it empowers B2B businesses to let their sales teams generate accurate quotes quickly, incorporating real-time product availability and pricing information using SFCC.

Following this process, you can streamline the sales process, improve quoting accuracy, and ensure consistent pricing across channels, enhancing customer satisfaction and increasing sales efficiency.

9. B2B Payment Methods

B2B Commerce Cloud empowers businesses to utilize their preferred mode of payment—credit or debit cards, Paytm, Gpay, Phonepe, PayPal, Amazon Pay, and ACH transactions.

These transactions can also process large-scale amounts for handling substantial purchase volume efficiently.

With Salesforce B2B Commerce Cloud, you can quickly integrate your merchant account to unlock the other payment modes tailored to your requirements.

10. Integrated CRM

Integrated CRM strengthens customer relationships and helps to win trust, enabling a 10x rise in sales and brand affinity.

The B2B Commerce Cloud comes with an integration ecosystem, enabling businesses to connect applications to automate mundane tasks and speed up operational processes.

With the Salesforce B2B Commerce Cloud’s integrated CRM, businesses can connect with their customers at a personal level without delaying the answer to their inquiries in no time.

The platform provides a sales cloud tool, i.e., CPQ (Configure, Price, and Quote), to empower salespeople to minimize their sales cycle and negotiate product pricing and discounts at their best level through virtual communication.

Some Interesting Facts About B2B Commerce Cloud

The B2B Commerce Cloud market has been experiencing significant growth in recent years, depending on the growth of the B2B global market size. This is projected to expand at a significant compound annual growth rate (CAGR) of 18.2% from 2024 to 2030, as indicated by a report from Grand View Research.

The pandemic is said to be the major reason for the accelerated growth of online commerce in the years 2020 to 2022. After that, online businesses have seen a boost and never stepped back. A study by Forrester Research reveals that US B2B eCommerce will reach $3 trillion by the year 2027.

E-commerce has become a crucial part of everyone’s life, be it B2C businesses or B2B businesses. As per the SuperOffice report, 86% of buyers are ready to pay more than what businesses ask for experiencing better customer satisfaction.

Mobile commerce is also gaining traction in the competitive edge. According to a study by Statista, mobile commerce sales are expected to account for more than $2 trillion.

Therefore, the growing needs of the e-commerce industry have led to the adoption of B2B Commerce Cloud platform, which is well-positioned, reliable, and a go-to choice for enterprises of all sizes. While the statistics are subject to change, we have still compiled these statistics from credible websites.

Businesses That Use B2B Commerce Cloud

The usage of this cloud is not limited to small businesses. Some reliable and well-known brands, such as Starbucks, Skechers, FleetPride, PerkinElmer, and Campus Management, have already embraced the potential of the B2B Commerce Cloud.

Salesforce’s B2B Commerce Cloud pricing

While making Salesforce B2B Commerce Cloud an apt choice for optimizing operational efficiency for your business, pricing is an inevitable part. However, it does not offer a fixed pricing plan; the cost depends on the revenue generated by your business.

It offers 2 distinct plans: Commerce Cloud Growth and Commerce Cloud Advanced. Among these, you can choose the most prominent plan to scale your business growth by counting your business model, requirements, budget, and other exclusive resource costs.

Let’s explore its pricing in detail:

Salesforce B2B Commerce Cloud Implementation Steps

Starting with this cloud’s implementation is not as easy as it seems. Therefore, it is advised that you go through Salesforce implementation guide to gain an idea of how the implementation process proceeds further.

Here is a detailed process of Salesforce B2B Commerce Cloud implementation process:

Enable Experience Cloud Sites and Commerce Features

1. Enable Experience Cloud Sites:-

• Go to Setup → Digital Experiences → Settings:
• Check the Enable Digital Experiences checkbox:

• Click the Save button and Approve the dialog by clicking OK.
• Refresh the Page.
• From Setup → Digital Experiences → Settings → go to the Role and User Settings section → Check(Enable) the “Allow using standard external profiles for self-registration, user creation, and login” checkbox.

• Click the Save button.

2. Enable Commerce Features

• Go to Setup → Quick Find: Commerce → Settings → Activate the Enable Commerce toggle.

• Click the save button.
• After enabling Commerce, you will see another section titled, “Enable the Refreshed Commerce App”.
• Activate the Enable App and Click the save button.

3. Enable Order Preferences

• Go to Setup → Quick Find box → Search for Order Settings and click on it.

1. Enable Orders: Checked.
2. Enable Negative Quantity: Checked.
3. Enable Zero Quantity: Checked.
4. Enable Enhanced Commerce Orders: Checked.
5. Enable Optional Price Books for Orders: Checked.
6. Enable Order Events: Checked.

• Click the save button.

4. Set Org Wide Defaults

• Go to Setup → Quick Find → Search for Sharing Settings and click on it.
• Click the Edit button.
• Set both Default Internal Access (left) and Default External Access (right) as Public Read Only for these objects: 1. Catalog:- 2. Electronic Media Group:- 3. Order Delivery Method:
• Click the save button.

Optimize Page Layouts

1. Update the Product Page Layout

• Go to Setup.
• Click the Object Manager Tab.
• Search product in the search field and click on it.
• Click Page Layout.
• Click the Product Layout label.
• Drag Product SKU from the Fields to the Product Detail section:
• Click Related Lists.
• Drag Categories and Commerce Entitlement Policies down to the Related Lists section:

2. Update Order Summary Page Layout

• Go to Setup.
• Click the Object Manager Tab.
• Search Order Summary in the search field and click on it.
• Click Page Layout.
• Click the Order Summary Layout label.
• Drag Start Reorder action to the Salesforce Mobile and Lightning Experience Actions.
• Click the Save button.

3. Update Order Delivery Group Summary

• Go to Setup.
• Click the Object Manager Tab.
• Search Order Delivery Group Summary in the search field and click on it.
• Click Page Layout.
• Click the Order Delivery Group Summary Layout.
• In the Order Product Summaries Related List click on the wrench icon and add Product code, Product Name, and Product SKU fields into the list of displayed columns using the right chevron button:

• Click the Ok button.
• Click the Save button.

4. Update Account Layout

• Go to Setup.
• Click the Object Manager Tab.
• Search Account in the search field and click on it.
• Click Page Layout.
• Click the Account Layout.
• Drag “Enable as Buyer”, and “Disable as Buyer” actions to the Salesforce Mobile and Lightning Experience Actions:
• Click Related Lists.
• Drag the following items into the Related Lists section.if they’re not present:
  1. Carts
  2. Contact Point Addresses
  3. Contacts
  4. External Managed Accounts
• Click the Save button.

5. Update Contact Layout

• Go to Setup.
• Click the Object Manager Tab.
• Search Contact in the search field and click on it.
• Click Page Layout.
• Click the Contact Layout
• Drag “Enable Customer User”,”Log in to Experience as User” and “Disable Customer User” actions to the Salesforce Mobile and Lightning Experience Actions:
• Click the save button.

Set Up a B2B storefront with Commerce Setup Assistant

In this activity, we’ll set up a B2B storefront using the Commerce Setup Assistant.

• Go to Setup
• In Quick Find search “Commerce Setup Assistant” and click on it.
• Click the Get Started button on the Salesforce Commerce Setup:

• Scroll down and Select the “I’ve reviewed the features that will be installed and configured” checkbox:
• Click the Next button.
• Click the Complete Setup button.
• You can go ahead and click on the Additional Setup tab:
• Install the dashboards by clicking the Install Dashboards button and following through as there’s no compelling reason not to do so:
• After Installing:
• Depending on the use cases you’ll be supporting in the customer’s project, you’ll need to make a decision whether Person Accounts for Guest Access should be allowed. Click the Get Started button:
• Select the checkbox of “I have reviewed the person account considerations” and clock the Agree button.
• Make sure the update is complete:

Step.4- Finalize Commerce App Setup

1. Enable Data Translation and Multi-Currency(Optional)

• Go to setup.
• Search for Company Information and click on it.
• Click the Edit button. a. Activate Multiple Currencies: Checked b. Enable Data Translation: Checked
• Click the Save button.

2. Field Accessibility and Commerce App Reports

• Go to Setup → Field Accessibility.
• Click the Order label.
• Click the View by Fields label.
• Choose a Sales Store.

• Click on the Hidden label near to System Administrator.
• Checked the Visible checkbox
• Checked the Add the Sales Store field to the Order Layout page layout checkbox.
• Click the Save button

3. Store Creation with B2B Template

• Go to App Launcher
• Search for Commerce and click on it.
• Find Create Store button.
• You should see a Start selling modal dialog.
• Select B2B store tile and click the Next button.
• Complete the Default Ship to Country / Default Language and Default Currency, then click the Next button:
• Complete the Store Name and URL Path fields eg: 1. Store Name: Alpine B2B LWR Store 2. URL Path:AlpineB2BLWRStore.
• Click the Start Selling button.

  Load CMS data

  Note: You can load CMS data manually or via CSV file.

  Load CMS data via CSV File

  Note: Need to create a CSV file first and added an image links into them.
  • Go to App Launcher
  • Search for Commerce and click on it.
  • Navigate to your B2B store record page and click on the Content Management tile:
  
• You should see an Enhanced Workspace that was generated for your store:
• Click on your’s store CMS workspace label.
• Click on the down chevron next to Manage and choose Import:
• Click Upload and choose yours CMS content file, then click the Done button to get a toast message: File was added:
• Enable the Publish all content after import checkbox, then click the Import button:

  Load Product data

  Note: You can load product data manually or via CSV file and you can download reference file from product import page:

  Load Products via CSV File

  Note: Need to create a CSV file first and add Products details. 
• Navigate to your B2B store record page:
• Find the menu for the import
• Click on Products from the left navigation menu
• Click on the Import button:
• Click the Upload file button.
• Select the CSV file that you created.
• Mapped CSV field with Salesforce fields, then click on the Start Import button:
• After enough time has passed, a refresh should reflect a complete status with summary statistics:
• Go back to the Store.
• Select the Products menu on the left, Then you can see the imported product. Note: Please verify whether the product SKU fields are populated. If not, then populate the product SKUs in the product SKU field.
• If the Active column is empty, click on the top check box to select all products, then click on the down chevron 🔽 button (top-right), then choose “Mark as Active”. You will get a toast message: Success ## products were marked as active.
• If you want to Assign product image manually a) Click on any product label. b) Click the Media tab. c) Click the Add Assignment button. d) Select the checkbox of the image that you want to add, then click the Add button:

  Rebuild Search Index

• Go to the Store Page.
• Click on the Search menu on the left navigation from the Store
• Enable the Automatic Updates toggle.

  Modify Content Security Policy, Adjust Site Membership and Establish Roles

• Go to App Launcher
• Search for Commerce Storefront Console and click on it.
• Navigate to your B2B store record page:
• Click the Experience Builder tile in the Store page:
• Click the Settings gear ⚙️ icon (at left) of the Experience Builder
• Click the Security & Privacy tab:
• Change the Security Level to Relaxed CSP: Permit Access to Inline Scripts and Allowed Hosts and click the Allow button if prompted:
• From your B2B store’s Experience Builder click Administration in the top left navigation menu:
• Click on the Members ribbon in the left navigation menu.
• In the section called Select Profiles (near top) assign the permission sets you need to the Selected Profiles using the right chevron. To be clear, you will need these at minimum and changing the Search dropdown to All may be required to see them: a) System Administrator b) Customer Community Plus User
• Click the Save button.
• Navigate to Salesforce Setup
• Verify that you have at least one role as a portal account owner. a) Setup b) Search for Roles and click on it. c) Click the Assign button of the CEO role. d) Select the portal account owner user, and click on the right arrow button, then Click the Save button.

Create a Catalog and Categories

Verify Catalog Creation

• Go to App Launcher.
• Search for Commerce and click on it.
• Click Categories in the Lightning app’s main navigation tab.
• Click on any Categories label.
• Click any product on the right and make sure the Product Description is populated:

Create a Catalog(Optional)

• Go to App Launcher.
• Search for Commerce Storefront Console and click on it.
• Click Catalogs in the main navigation:
• Click the New button.
• Enter <Your catalog name> In the Name field.
• Click the Save button.
• Click the Create Category button.
•  Create New Category and mention category details like: a) Name:<Your Category Name> b) Show in Menu: Checked c) Sort Order:1
• Click the Save button.
• Now we can Assign Products to Categories by clicking Main Navigation.
• Click the Catalogs.
• Click the any Category.
• On the right hand side, Click on the chevron next to Products and click Assign Products:
• Choose the Products you want to assign to the corresponding category
• Click the Next button.
• Click the Save button.

Accounts, Contacts and Buyer Groups

Create an Account

• Go to App Launcher.
• Search for Commerce Storefront Console and click on it.
• Click Accounts in the main navigation:
• Click the New button at top right.
• Select the Business Account radio button, Then click Next button.
• Complete the form:
• Click the Save & New button.
• On record detail page Click Enable as Buyer action.
• Confirm the dialog by clicking the Enable as Buyer button:
• Click the Contacts label in the related list:
• Click the New button.
• Complete the form:
• Click the save button.
• Go to the above-created contact detail page.
• Click the Enable Customer User button.
• Complete the form and Assign Customer Community Plus User profile :
• Click the Save button.
• Hover on the Permission Set Assignments, Then click the Edit Assignments button.
• Move Buyer permission Set from Available Permission Sets to Enabled Permission Sets.
• Click the Save button.

Assign Buyer Account into the Buyer Groups

• Go to the app launcher.
• Search for Commerce and click on it.
• Click on the Customers menu from the left navigation and click on the Buyer Groups tab.
• Click on any Buyer group label, then click the Assign button present in Buyer Group Members.
• Select the checkbox of Account record that you want to add in buyer group.then click the Assign button.

Commerce Entitlement Policies

Verify Creation of Entitlement Policy

• You can find Commerce Entitlement Policies under Related tab from Buyer Group detail page.
• Click the Entitlement policy label.
• Click the Related tab,
• If you want to add products in Entitlement policy then click the Assign button present in product component:
• Then select the product checkbox that you want to add into the Entitlement policy, Then click the Assign button.
• Verify Products are assigned in the related lists.

Build Search Index

Add Fields to the Search Index

• Navigate to your B2B store home page in the commerce app
• Click on the Search
• Click Searchable Fields, then click on the Manage Searchable Fields button.
• Add any additional fields that you want to have added to the search index
• Click the Save button

Add Results Filters

• Click Results Filters.
• Click the Manage Filters button on the right hand side.
• Move the Product Family and other fields from the Available Fields section to the Selected Fields section.
• Click the Save button.

Configure Checkout

If you want to check the layout and components used and make adjustments:

• Go to Experience site builder
• Click on Checkout from the available pages.
• If you want to update the checkout page then update the page and then click publish button.
• Click Publish again on the dialog then click the Got it button.

Register Reference Implementation Classes

• Go to your store in the Commerce app.
• Click on Checkout under settings.
• Click on the Shipping tab.
• Under Providers section, you will see General Shipping Profile.
• Click the Manage button.
• You can add/edit new rates on the already added Shipping Zone for United States or set ranges in the conditions:

Apex Class

Note: Create Apex classes for shipping,Payment,Check inventory, pricing and tax(Reference:- https://github.com/tzarrsf/b2b-commerce-gtk-admin/tree/main/code)

• Navigate to Workbench and log in with the current / latest API version allowing oAuth access as required.
• Select queries → SOQL Query and Object: ApexClass
• Input the following SOQL Query, then click Query:
• Get the ids of all the apex class
• Open workbench in new tab.
• Select Data → Insert from the Workbench Menu and Object type:RegisteredExternalService., then click the Next button 
• Complete the form a) DeveloperName:[Enter developer name} b) ExternalServiceProviderId: [Apex class Id] c) ExternalServiceProviderType: Extension d) ExtensionPointName[Enter extension point name] e) MasterLabel: [Enter master label]
• Click the Confirm Insert button and you should receive confirmation of the insert Repeat this steps for Tac, Check inventory, Shipping and check price apex class.

Store Integration Service Mappings

Mapping Tax Service

• Navigate to your store in the Commerce app
• Click Checkout under setting, then click Taxes tab:
• Click the Select Provider button in the Tax – Cart & Checkout Calculator tile:
• Select the extension you want to use like CartCalcTaxDefault
• Click the Confirm button

Mapping Shipping Service

• Navigate to your store in the Commerce app
• Click Checkout under setting, then click Shipping tab:
• Click the Select Provider button in the Shipping – Cart & Checkout Calculator tile:
• Select the extension you want to use like CartCalcShippingDefault.
• Click the Confirm button

Payment Gateways

Create a Named Credential

• Navigate to Setup →  Security → Named Credentials.
• Click the dropdown on the right of the New button and choose New Legacy 
• Complete the form and enter external credential detail into them eg.
• Click the Save button.

Create Payment Gateway Provider via Workbench

• Navigate to Workbench
• Select queries > SOQL Query and Object: ApexClass and query your’s payment adapter class id.
• Select Data > Insert from the Workbench Menu
• Select Object Type: PaymentGatewayProvider, Click Next button.
•  Complete the form and click the confirm insert button eg:

Create Payment Gateway

• Click on App Launcher
• Search for and select Payment Gateways
• Click the New button
• Complete the form and click the save button.

Map Payment Integration to Storefront

• Navigate to your store in the Commerce app and click on the Administration tile.
• Click the Payments ribbon, then click on Select Provider.
• Select <Your’s gateway record> and click the Next button.
• Click Confirm button

Create and Assign Contact Point Addresses.

• Navigate to Commerce App →  Accounts, Click on any buyer Account label.
• Click the Related tab and click the New button in the Contact Point Address related list:
• Enter the billing address in one contact point address and in another contact point address enter shipping address details and checked the Is Default Address checkbox field..
•  Click the Save button.

Activate the Store

• Navigate to store home page in  Commerce Storefront Console App
•  Click on Administration tile.
• Click the Store Activation, Click on Actibve button.

Add Product price 

• Navigate to Commerce App →  Products, then click on product label that you want to add price.
• Click the Related List and go to Price Book section, then click the Add to Price book button.
• Select price book and currency, then click the Next button.
• Enter the List price and click the Save button.

Assign Pricebook to Entitlement Policy 

• Navigate to Entitlement Policy list  page in  Commerce Storefront Console App
• Click on Entitlement Policy label
• Click the Related List and go to Price Book section, then click the Assign to Price book button. 
• Select the Pricebook and click the Assgn button.

Login into the Site

• Navigate to Contact List page in  Commerce Storefront Console App.
• Click on the contact Page.
• Click on Log in to Experience as User.
• Then you navigate to site home page. Following this implementation process, you can set up your business storefront and start your e-commerce site with a click.

Is It Necessary To Involve Any Professionals In Salesforce B2b Commerce Cloud Development?

Yes! Development requires skilled knowledge, technical expertise, and a mindset to develop a solution that meets client requirements. That’s why the involvement of experienced Salesforce developers comes into the picture. 

Here we have compiled a list of reasons why you should consider hiring an expert developer. 

1. Diverse Expertise in B2B Commerce Cloud

Highly skilled B2B Commerce Cloud Salesforce developers can understand user requirements in-depth, meeting customer expectations. Since the Salesforce B2B Commerce Cloud developers are platform experts, they are familiar with the platform’s architecture, data models, APIs, and integration options. They can leverage the platform to its full potential and contribute to the high-quality, robust, and scalable solutions that users require. 

2. Effective Development

Since professionals understand all the tidbits and pitfalls of the platform, they can efficiently leverage it to the fullest. This familiarity helps them leverage platform features and core functionality to create a scalable, robust, and tailored e-commerce solution that meets customers’ unique requirements.

3. Customization and Integration

Salesforce B2B Commerce Cloud often requires integration with third-party applications, including payment gateways, inventory management, and CRM systems. Businesses can easily ensure strategic planning and product management by following these essential integrations, i.e.,  ERP (Enterprise Resource Planning) and PIM (Product Information Management).

Professional developers can seamlessly integrate with third-party software and systems, ensuring synchronized data flow and user experience. They are experts in supervising data mapping, conversion, and workflow automation, assuring seamless streamlining of B2B operations. Additionally, hand on experience in frontend and backend components customization to align with your branding and business workflows.

4. Future Scalability, Security, and Maintenance

The B2B Commerce Cloud deals with sensitive information (business and customer data), requiring a high-end security measure. Since the professionals are well-versed with the industry’s best practices and can ensure robust security measures, such as data encryption, user authentication, and role-based access controls GDPR (General Data Protection Regulation ) 

Additionally, they can ensure timely upgrades, security patches, bug fixes, and necessary enhancements as the business evolves. This keeps your site up-to-date, secure, and optimized performance for the long run.

5. Complex B2B Functionality

Since the B2B Commerce Cloud is convoluted and requires a professional to handle the platform challenges. These challenges include pricing models, multiple catalogs, custom workflows, account hierarchies, contract management, and advanced order management. Professionals can address and navigate these complexities and ensure tailor-made solutions for seamless user experience.

6. Training and Support

Salesforce Commerce Cloud development involves various processes. Hence individuals’ contribution may be a challenging task. To address this challenge, professionals can provide proper platform understanding to their core team members and supporters. This will allow him to reduce workload, improve efficiency, and assign roles to different team members. Additionally, B2B Commerce Cloud professionals can provide ongoing assistance, ensuring quick solutions to your challenges and seamless platform operation.

7. Setup Feedback Forms

Selling products and services can help you maximize revenue. But only receiving constructive and valuable customer feedback can set a benchmark for better user experience or customer satisfaction. Professionals can set up a feedback form and links where customers can give suggestions to improve the services on placing an order. This helps in better decision-making and improving customer purchasing experience.

Embrace the future of B2B Commerce Cloud—Are you prepared?

Salesforce Commerce Cloud implementation can potentially revolutionize your B2B business. By diligently following our comprehensive guide and promptly taking the necessary steps, you can unlock the immense capabilities of this platform. 

By leveraging the platform’s core functionalities, you can create a scalable, customized, and flawless online store to deliver an exceptional customer experience and maximize growth revenue for your business. 

Don’t let the initial hindrances of implementing Salesforce B2B Commerce Cloud be huge walls that hold you back from unleashing its full capacity.

Have you decided, or do you still have reservations about your decision?

By leveraging suitable resources and receiving continuous support from a Salesforce Development Partner, you can effectively tackle your business challenges, navigate complex processes, achieve key performance indicators (KPIs), and gain a competitive edge over others in the market.

Why Cyntexa?

We are a renowned IT consulting firm offering versatile Salesforce implementation services. We aim to deliver the best possible solution that caters to your unique business requirements and helps you make a tangible impact on your customers. 

Our 400+ Salesforce experts are proficient in offering a suite of Salesforce services, including development, integration, and implementation, that can help you optimize your customer experience, streamline your sales process, and ensure seamless customer interaction.

So what’s stopping you from taking action? Let us convert your dream of an e-commerce site into reality!