Use the merchant agent to reduce store creation time and grow revenue through data-driven shopper insights. Communicate with Einstein using natural language with fewer clicks and more precision.
Which Salesforce Commerce Product Do I Have?
Watch the video to see how the merchant agent helps you analyze your store performance data and develop strategies that maximize product performance.
If you can’t watch the video in full screen, open the video on a new tab: Agentforce Merchandising for B2B Stores.
Enablement Overview
To launch the merchant agent, first review Considerations for Agentforce Merchandising for B2B Stores for information about important limitations and support. Next, Enable Agentforce Merchandising for B2B Stores to tap into the required generative AI capabilities and features. Then, Add Agentforce Merchandising for B2B Stores Topics topics to enable the actions the agents use to help you with your store. Lastly, test, provide access, and activate the agent in Launch Agentforce Merchandising for B2B Stores. Optionally, integrate Slack with your B2B merchant agent, to interact with the agent directly from Slack.
- Assign Subscription
- Create Product
- Create Product Bundle
- Get Bundle Status
- Get Product Status
- List Subscription Options
- Update Product Settings
Use Cases
Admins and merchandisers can use the merchant agent in their everyday tasks in a variety of ways. Here are some examples.
Sally, a merchandiser for CRG Brands, wants to create a promotion for the company’s store. She decides to use Agentforce to help her quickly draft a promotion as part of a Halloween campaign. She asks the agent to:
“Create a promotion for the Testa Rossa coffee machine, where the discount is 25% on all orders valid until October 31, 2024.”
The merchant agent uses that utterance and the actions from the Commerce Promotions topic to create a template for the promotion. Together, Sally and the agent fine-tune the promotion using natural language. Sally reviews the promotion, and pleased with the results, she activates it.
Sally wants to understand some of the KPIs for the store in a more meaningful way. She turns again to her trusty agent and says:
“Show me the insights for the average order value for this store.”
The Merchandising Agent uses that utterance and the actions from the Insights Business Objectives topic to retrieve the requested data. Sally receives the KPI and Insight Summary and, based on that information, decides the best course of action to move her organizational goals forward.
Sally wants to know how the store is performing when it comes to purchases, so she asks the agent about site conversion. Sally asks the agent:
"What is the site conversion rate for the store?"
The merchant agent responds with the change in the average order value for the store over the last 30 days, and highlights the categories that contributed least to the average order value.
With this information, Sally is able to make decisions about marketing tactics, possible promotions, and inventory.
Marcus, an Account Manager, notices that one of his key accounts hasn't placed an order in a while and wants to understand if there's a larger revenue trend issue. He asks the merchant agent:
"Show me revenue trends for Acme Corp."
The merchant agent uses that utterance and the Get Account Revenue Trend action to retrieve year-over-year performance data. Marcus receives an interactive card showing the revenue change percentage, current revenue versus prior period, order and average order value, and days since last order. Based on that information, Marcus decides to reach out to the account proactively and click the Draft Win-Back button to create a targeted offer.
Lisa, a B2B Merchandising Manager, is reviewing her quarterly account health and wants to understand why revenue has declined for one of her top customers. She asks the merchant agent:
"Show me dropped categories for Acme Corp."
The merchant agent uses that utterance and the Get Account Category Churn action to analyze purchasing patterns. The agent lists the categories the account stopped buying from, the prior period revenue at risk, and Einstein-generated insights about the churn pattern. Based on that information, Lisa decides to create a targeted win-back campaign for the abandoned categories and click the Draft Win-Back Promotion button to launch the offer.
- Considerations for Agentforce Merchandising for B2B Stores
Keep these considerations in mind when using Agentforce Merchandising for B2B Stores. - Enable Agentforce Merchandising for B2B Stores
Use the power of a Merchandising Agent to help you be more productive, eliminate the need to navigate to screens, fill in values, and take action. Activate Einstein generative AI features and other required features and tasks to power up your productivity. - Add Agentforce Merchandising for B2B Stores Topics
Add topics to define what you want Merchandising Agent to do. The promotions topic helps you craft promotions that meet your business needs. The business insights topic retrieves helpful insights into your store. - Launch Agentforce Merchandising for B2B Stores
Before launching an agent, test it to ensure good performance. After Merchandising Agent is live, depending on the topics you selected, the agent can help you create promotions or get insights about how to improve KPIs.