B2b2c To B2b Setup
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Add DC Commerce to BB
Commerce Set Up Guide
Salesforce Spring
salesforcedocs
Last updated November
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CONTENTS
ADD DC COMMERCE TO BB COMMERCE
Enable Person Accounts
Create a Shopper Profile
Configure Sharing Settings
Configure a Custom Domain and CDN
Next Steps
ADD DC COMMERCE TO BB COMMERCE
Configure your Salesforce settings to add DC Commerce to an existing BB Commerce implementation
Enable Person Accounts
Person accounts are required for BC stores which use them to represent shoppers who visit the store and purchase products
Person accounts are optional for BB stores which typically use business accounts that include multiple buyers If your BB store
allows guests to purchase products you must enable person accounts or guest checkout fails
Create a Shopper Profile
A shopper is an external user with restricted permissions who can visit your BC store and purchase products You can create a profile
to use for all shoppers visiting your store
Configure Sharing Settings
Configure default sharing settings for commerce objects
Configure a Custom Domain and CDN
Every BB and BC store except a store created in a Developer Edition org or a BB store created with an Aura template must be
associated with a custom domain that is configured to use the Salesforce content delivery network CDN partner A custom domain
and corresponding CDN are optional for a BB store created with the Aura template but we recommend them if broad access and
high security are required
Next Steps
When youve completed the setup you can import data and create and configure stores
Enable Person Accounts
Person accounts are required for BC stores which use them to represent shoppers who visit the store and purchase products Person
accounts are optional for BB stores which typically use business accounts that include multiple buyers If your BB store allows guests
to purchase products you must enable person accounts or guest checkout fails
Note In some cases when you add DC Commerce to an existing BB Commerce and Salesforce Order Management
implementation Person Accounts is already enabled If so skip these steps
Important After Person Accounts is enabled it cant be disabled We recommend that you create a sandbox to preview how
Person Accounts affect your Salesforce org
Create the Business Account record type
a From Setup in the Quick Find box enter Object Manager and then select Account
b Click Record Types
c Click New
d For Record Type Label enter a name for example Business Account
You dont have to use Business Account as the name However keep in mind that this record type is used for businesses not
shoppers After you create a Business Account you can associate it with multiple contacts individual employees working for
the business
e Click Next
Add DC Commerce to BB Commerce
Enable Person Accounts
f Select a page layout and click Save
Enable Person Accounts
a From Setup enter Person Accounts in the Quick Find box and then select Person Accounts
b Go through the steps listed on the Setup page
c Turn on Person Accounts
Verify that Person Accounts are enabled
a From Setup in the Quick Find box enter Object Manager and then select Person Account
b Click Record Types
c Verify that the Person Account record type is listed
If you dont see the Person Account record type contact Salesforce Support
Configure the System Administrator profile
The System Administrator profile requires access to the Business Account record type and the Person Account record type
a From Setup in the Quick Find box enter Profiles and then select Profiles
b Click System Administrator
c Scroll down to Record Type Settings and read the text next to Accounts
d Click Edit
e Make sure that Business Account and Person Account are in the Selected Record Types list on the right
f Under Default Record Type select Person Account as the default
Add DC Commerce to BB Commerce
Create a Shopper Profile
g Click Save
Create a Shopper Profile
A shopper is an external user with restricted permissions who can visit your BC store and purchase products You can create a profile
to use for all shoppers visiting your store
Clone the External Apps Login User profile
a From Setup in the Quick Find box enter Profiles Next to External Apps Login User select Clone
b For Profile Name enter Shopper Profile
You can choose another name but keep in mind that this profile is used for your shoppers
c Click Save
Create a shopper permission set group
a From Setup in the Quick Find box enter Permission Set Groups and then select Permission Set Groups
b Click New Permission Set Group
c For Label enter Shopper PSG
You can choose another name but keep in mind that this permission set group is used for your shoppers
d Click Save
e On the Permission Set Groups page in the Permission Sets section click Permissions Sets in Group
f Select the Shopper permission set and click Add
g Click Done
Configure Sharing Settings
Configure default sharing settings for commerce objects
From Setup in the Quick Find box enter Sharing Settings and then select Sharing Settings
Under OrganizationWide Defaults click Edit
Configure the default external access settings for objects
Add DC Commerce to BB Commerce
Configure a Custom Domain and CDN
Object
Default Access
BB
DC
Buyer Group
External
Private
Private
Catalog
External
Private
Private
Electronic Media Group
External
Public Read Only
Public Read Only
Entitlement Policy
External
Private
Private
Order
External
Private
Private
Order Delivery Method
External
Public Read Only
Public Read Only
Order Summary
External
Private or Controlled by Parent
Controlled by Parent
Product
External
Private
Private
Note For security
purposes set default
external access to Private
to prevent malicious actors
from seeing product data
that they arent authorized
to access
Note For security
purposes set default
external access to Private
to prevent malicious actors
from seeing product data
that they arent authorized
to access
Click Save
Configure a Custom Domain and CDN
Every BB and BC store except a store created in a Developer Edition org or a BB store created with an Aura template must be
associated with a custom domain that is configured to use the Salesforce content delivery network CDN partner A custom domain
and corresponding CDN are optional for a BB store created with the Aura template but we recommend them if broad access and high
security are required
To serve your custom domain with the Salesforce CDN your domain name must be a subdomain of a toplevel domain For example
if your toplevel domain is examplecom your subdomain is something like storeexamplecom Your toplevel domain is registered and
hosted externally from Salesforce For more information see httpshelpsalesforcecomsarticleViewidsfdomainmgmthtm
Review the considerations for the Salesforce CDN
Complete the prerequisites for a custom domain and the prerequisites for the Salesforce CDN
Set up a custom domain that uses the Salesforce CDN
Next Steps
When youve completed the setup you can import data and create and configure stores
For information about getting your org ready to sell globally see Configure Salesforce for Global Stores
For information about getting your org ready for asynchronous orders and handling PlaceOrderFailed exceptions see Preparing Salesforce
for Asynchronous Order Processing
Add DC Commerce to BB Commerce
Next Steps
For detailed help see Salesforce BB Commerce and DC Commerce
To start working with products and stores see these topics
Import Data Globally Using a CSV File
Store Creation
To set up Salesforce Order Management see Salesforce Order Management Implementation Guide for BB and DC Commerce
To set up Salesforce Omnichannel Inventory see Salesforce Omnichannel Inventory Implementation Guide
For links to training and other resources see Commerce Resources
