Salesforce Docs Portal

Configure a Business Account as a Buyer for a B2B Store

Create a business account and then enable it as a buyer account. Add contacts to the buyer account and enable the contacts as customer users.

Required Editions

  1. In the App Launcher, find and select Accounts.
  2. Click New.
  3. If you’re given an option of what kind of account to create, select Business Account and click Next.
  4. Enter the account information, and click Save.
    Important
    Important

    In the Account Currency dropdown, select the buyer account’s preferred currency. If you don’t choose an account currency, or if you select a currency that your store doesn’t support, the buyer sees prices in the store’s default currency. The currency that you select for the account applies to all buyers in the account and overrides the individual buyer’s currency setting.

  5. From the Actions dropdown, select Enable as Buyer.
    If you ever disable the account as a buyer, any associations the account has with buyer groups are deleted.
  6. Add a contact to the account.
    A contact for a buyer account can access stores that the account’s buyer group is associated with.
    1. Click Related, and next to Contacts, click New.
    2. Enter the information, and click Save.
    3. Select the new contact, and from the Actions dropdown, select Enable Customer User.
    4. Enter a username, email, and nickname for the user.
    5. Select the license, profile, and permission set for the user.
      The permission set determines the level of access that the buyer has to the store. See Permission Sets for Buyers, Buyer Managers, and Account Switchers for B2B Stores.
    6. Click Save.

See Also