Search Checklist for B2C Commerce

The search checklist contains the tasks that can be performed to customize search in B2C Commerce. Outside of the basic search setup, most of these are optional but recommended.

We also recommend reading the B2C Commerce - Site Search Platform Adoption Playbook, designed to help you serve relevant side search results to increase revenue.

Basic Search Setup

Task	Role	Complete
Configure the search pipeline and search templates. If you’re using SiteGenesis as starting point of your application the search pipeline is already configured. See also Understanding the Search Pipeline and SiteGenesis Application Search Implementation.	Developer
Configure Searchable Attributes To find products by an attribute, such as product name, make sure that the attribute is indexed and searchable.	Merchant
Configure Search Preferences	Merchant
Create a No Results Found Page	Developer
Update Indexes	Merchant
Configure Index Rebuild Schedule	Merchant

Configure How Products Are Found on the Site

Task	Role	COMPLETE
Configure Synonyms	Merchant
Configure Hypernyms and Hyponyms	Merchant
Configure Common Phrases	Merchant
Configure Compound Words	Merchant
Configure Stop Words	Merchant
Exclude Specific Category Names from Indexing	Merchant
Configure Keyword Search Refinements	Merchant
Configure Category Navigation Search Refinements	Merchant
Customize Search Suggestions	Merchant
Create a Stemming Exception List	Merchant

Configure How Products Are Sorted in the Search Results

Task	Role	COMPLETE
Create Sorting Rules	Merchant
Configure a Default Sorting Rule for Results Returned by Keyword Search	Merchant
Configure a Default Sorting Rule for Results Returned by Navigating to Category Landing Pages	Merchant
Configure Storefront Sorting Rules that Customers Can Use to Sort the Search Results	Merchant

Configure How Products Are Found by External Search Engines

Task	Role	COMPLETE
Configuring Host Aliases Create short, meaningful URLs for external search engines to index by assigning a short alias to a long hostname.	Developer
Creating SEO URLs Use the URL Rules module to change the URLs for your site and add information that can improve your search rank.	Merchant
Generating Sitemaps Create sitemaps for external search engines to improve freshness and completeness of data indexed by search engines.	Developer
Generating a Robots.txt File Add a robots.txt file to control portions of the site you don't want search engines to index. This can include non-html resources that can cause problems with indexing.	Developer
Creating URL Redirects Add redirects from a legacy platform or redirect from an old Salesforce B2C Commerce category to a new category.	Merchant

Improve and Troubleshoot Search

Task	Role	COMPLETE
Troubleshoot Search	Merchant
Use Search Analytics	Merchant