Commerce Key Concepts

Get familiar with the main elements in B2B Commerce.

Required Editions

Term Description
Commerce Store template The template includes pages, theme layouts, and components to help you create a shopper experience for your B2B customers. Showcase your products using the styles and layouts, and give shoppers an easy path to browse, add products to a cart, check out, arrange delivery, and track orders.
Buyer group

A buyer group is a collection of buyer accounts that have common access to specific entitlements.

(D2C Commerce only) During your initial data import, a default buyer group is assigned to your D2C store.

Buyer Account

(B2B Commerce only) A buyer account gives a user purchasing access to a store. The account is associated with B2B entities, like price books and entitlements, that define the behavior of the account. A buyer account is a customer account that’s enabled as a buyer and added to a buyer group.

Catalog

A catalog contains the hierarchical structure for the categories that classify your products in the store. To view products, you associate a catalog with the store. A store can have only one catalog.

(D2C Commerce) During your initial data import, a default catalog is assigned to your D2C store.

Category Use categories to organize products and make them easier to find. A category can contain up to five levels of subcategories and can belong to only one catalog.
Entitlement policy

An entitlement policy defines the products and product-related information that shoppers can see based on their buyer group membership.

(D2C Commerce) During the initial import, a default entitlement policy is assigned to the D2C store.

Inventory

(D2C Commerce only) Physical products available for ordering. D2C Commerce can integrate with Salesforce Omnichannel Inventory to track available inventory at one fulfillment location.

Order

(D2C Commerce only) An order is a list of purchased products. You can manage and service orders using a subset of the features of Salesforce Order Management.

Price adjustment schedule Use a price adjustment schedule to create a tiered pricing structure for your shoppers. Tiered pricing assigns discounts based on volume. The more a shopper buys of one product type, the lower the price.
Price book

A price book tracks the product prices that your store offers to shoppers. Create a custom collection of products with associated original prices, and assign it to specific stores or buyer groups.

(D2C Commerce only) During your initial data import, default Standard Price, Original Price, and Sale Price books are assigned to your D2C store.

Price book entry A price book entry is a product with a price that is listed in a price book. Each price book entry specifies a currency for the price.
Product A product is an item or service that you sell. You can display a given product in more than one store catalog.
Product media You can enrich your product offerings with images, URLs, and PDFs. A given product can include up to nine images.
Product variation A simple product is a product with one version—no different sizes, colors, or materials. A product variation contains a parent product and child variations of that parent. For example, tee shirt is a parent product, and tee shirt blue XL, tee shirt red S, and tee shirt Green XXL are child variations of that parent. Each child variation product has its own SKU.
Search From the moment that you create a record in Salesforce, the search engine works to make your information easy to find. In a B2B Commerce environment, you can search for products against a product’s discoverable fields.
Search filter (facet)

A filter makes it easier for shoppers to discover the product that they’re looking for. You add filters by selecting fields from a product record. For example, you can select the product field representing an item’s color. Then shoppers can filter their search results by the color values that you provide.

The only product field that you don’t select as a filter is Product Category. The Product Category field is a filter by default and can’t be removed.

Search indexing Search indexing is a process that the store admin runs after updating the store so that the index reflects the changes. Some changes that you make to your store don’t appear until they’re indexed.
Shopper account

(D2C Commerce only) An account that gives a shopper purchasing access to the store. The account is associated with D2C Commerce entities, like price books and entitlements, that define the behavior of the account.

A shopper account is typically created when the shopper self-registers in the storefront. All shoppers must be represented by person accounts.

Store A store is a container for all your commerce data, including catalogs, categories, price books, and products. All B2B stores use an Experience Cloud site for the front-end shopping experience to showcase your products, arrange information for shoppers, and process orders. You can create multiple stores to serve different business areas or regions.