Prerequisites
- Ensure the following prerequisite components are installed through packages:
- B2B Commerce for Lightning - by Salesforce
- Salesforce CMS - refer to Salesforce help article here - https://help.salesforce.com/articleView?id=community_managed_content_start_using.htm&type=5
- License Management Application (LMA) - connect with Salesforce Support to know more about this.
- Hawksearch Search app - follow this article to setup Hawksearch App - Installation Instructions
- Setup Salesforce:
- Create a Salesforce community through setup page
- Create user groups and users, ensure appropriate permission sets and profiles are mapped to the users.
- Setup email notifications
- Setup B2B Commerce
- Follow this guide from Salesforce to setup the store
https://help.salesforce.com/articleView?id=b2b_comm_lex_set_up_org.htm&type=5 - The store page shows a basic checklist to setup the Storefront - ensure these are completed.
- Content addition (use Salesforce DataLoader for fast turn around time):
Following are the objects which are commonly used with B2B Commerce:
accounts, account addresses, entitlement policies, products, product categories, media, and price books into Salesforce using either the Data Import Wizard or Data Loader. - Upload Categories data, ensure every category is mapped to the catalog.
- Upload Products data, ensure every product is mapped to the catalog.
- Create as many custom fields in the Product sObject as required. Examples color, size, brand, item type, availability, etc and note the list of the custom fields created.
- Add mapping between products and categories by uploading data to ProductCategoryProduct sObject
- Add mapping between products and Store pricebooks by uploading data to PriceBookEntry sObject
- Add mapping between products and BuyerGroup pricebooks by uploading data to PriceBookEntry sObject
- Ensure standard pricing is available for all products - this means we need to assign the product to a standard pricebook also.
- Add Entitlement by uploading association data to CommerceEntitlementBuyerGroup and CommerceEntitlementPolicy
- Associate users created in step 2b with Users and Buyer groups of B2B Commerce app.
- Setup CMS:
- Upload images to the CMS.
- Associate products with the images, ensure the main image is present for all products.
- Follow this guide from Salesforce to setup the store
Updated almost 2 years ago