---
schema_version: "1"
id: 4b5872ca950e06ef2fbf2b21f7df74a15ec3603eb3ce8e1c83df1bf9383c5e48
title: Merchant Agent Setup for B2C Commerce
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/cc/264-0-0/b2c_merchant_agent_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=cc.b2c_merchant_agent_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 570737702f060b26db247d3580bb6c62fbed67187d72e3076289f4ad4ee4c06c
description: To use the Merchant Agent with B2C Commerce and the connected Salesforce org, complete the required setup tasks. The instructions assume that you’re a B2C Commerce admin and Salesforce admin responsible for merchandising in your organization.
products:
  - Commerce
  - B2C Commerce
release: "264"
---
# Merchant Agent Setup for B2C Commerce

To use the Merchant Agent with B2C Commerce and the connected Salesforce org, complete the required setup tasks. The instructions assume that you’re a B2C Commerce admin and Salesforce admin responsible for merchandising in your organization.

Before you begin, make sure that you have:

- Admin access to Business Manager.
- Admin access to a Salesforce org.

## Merchant Agent Setup Checklist

Use this checklist to make sure that you complete all required setup tasks for enabling the Merchant Agent.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col>
          <col>
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d172618e54">Task</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d172618e57">Where</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d172618e54 "><a href="https://help.salesforce.com/s/articleView?id=cc.b2c_merchant_agent_license_requirements.htm&amp;language=en_US" target="_blank">Review Merchant Agent License
                Requirements</a></td>

            <td data-label="Where" class="slds-cell-wrap" style="vertical-align:top;" headers="d172618e57 ">Contact your Account Executive </td>

          </tr>
          <tr class="">
            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d172618e54 "><a href="https://help.salesforce.com/s/articleView?id=cc.b2c_connect_commerce_to_salesforce.htm&amp;language=en_US" target="_blank">Set Up B2C Commerce with a Salesforce
                Connection</a></td>

            <td data-label="Where" class="slds-cell-wrap" style="vertical-align:top;" headers="d172618e57 ">Business Manager</td>

          </tr>
          <tr class="">
            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d172618e54 "><a href="https://help.salesforce.com/s/articleView?id=cc.b2c_set_up_sso_for_merchant_agent.htm&amp;language=en_US" target="_blank">Configure Single Sign-On to Enable Merchant Agent
                Features</a></td>

            <td data-label="Where" class="slds-cell-wrap" style="vertical-align:top;" headers="d172618e57 ">
              <p>Account Manager IdP: Configure at Account Manager and Salesforce org.</p>
              <p style="margin-bottom:0;">Salesforce IdP: Configure at Salesforce org.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d172618e54 "><a href="https://help.salesforce.com/s/articleView?id=cc.b2c_enable_einstein_agentforce_for_merchant_agent.htm&amp;language=en_US" target="_blank">Enable Einstein AI, Agentforce, and the Merchant Agent</a></td>

            <td data-label="Where" class="slds-cell-wrap" style="vertical-align:top;" headers="d172618e57 ">Salesforce org</td>

          </tr>
          <tr class="">
            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d172618e54 "><a href="https://help.salesforce.com/s/articleView?id=cc.b2c_assign_merchant_agent_roles.htm&amp;language=en_US" target="_blank">Assign Merchant Agent Roles and
                Permissions</a></td>

            <td data-label="Where" class="slds-cell-wrap" style="vertical-align:top;" headers="d172618e57 ">Business Manager</td>

          </tr>
          <tr class="">
            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d172618e54 "><a href="https://help.salesforce.com/s/articleView?id=cc.b2c_test_merchant_agent.htm&amp;language=en_US" target="_blank">Test the Merchant Agent</a></td>

            <td data-label="Where" class="slds-cell-wrap" style="vertical-align:top;" headers="d172618e57 ">Business Manager</td>

          </tr>
          <tr class="">
            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d172618e54 "><a href="https://help.salesforce.com/s/articleView?id=cc.b2c_troubleshoot_merchant_agent_setup.htm&amp;language=en_US" target="_blank">Troubleshoot Merchant Agent Setup</a></td>

            <td data-label="Where" class="slds-cell-wrap" style="vertical-align:top;" headers="d172618e57 ">Salesforce org and Business Manager</td>

          </tr>
        </tbody>
      </table>