--- schema_version: "1" id: 14adb980c8e549103fda647e84703db6409c9c671a56900197c757704e7a95ab title: Set Up Product Configurator for B2B Stores collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/commerce/264-0-0/comm_product_configurator_setup.md canonical_url: https://help.salesforce.com/s/articleView?id=commerce.comm_product_configurator_setup.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: d10311eaf08b1a84765995692b3599611f5daad52b9e8dbeb3213dcf34e3ca9b description: Use the product configurator to offer configurable products and bundles to your buyers. To set up the product configurator, configure Revenue Cloud features, permissions, sharing settings, and advanced pricing. Then, create a configurator flow, assign it to your store, and republish your store. products: - Commerce - B2B Commerce release: "264" --- # Set Up Product Configurator for B2B Stores Use the product configurator to offer configurable products and bundles to your buyers. To set up the product configurator, configure Revenue Cloud features, permissions, sharing settings, and advanced pricing. Then, create a configurator flow, assign it to your store, and republish your store. ### Required Editions
View supported editions.
[Which Salesforce Commerce Product Do I Have?](https://help.salesforce.com/s/articleView?id=commerce.comm_what_product.htm&language=en_US) ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-comm-264-0-0-production-enus/d863e308-482a-4dfa-8d20-2a94737d394a/images/icon_important.png) Important To use the product configurator, you need these licenses: - Salesforce Commerce Growth or Advanced with Advanced Pricing for Commerce Powered by Revenue Cloud enabled - Salesforce Revenue Cloud Advanced ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-comm-264-0-0-production-enus/d863e308-482a-4dfa-8d20-2a94737d394a/images/icon_important.png) Important To use product configurator, enable the **Advanced Product Configurator and Commerce: Salesforce Pricing** permission. Contact Salesforce Customer Support to enable them. ## Enable Revenue Cloud Features and Billing for Product Configurator Enable Revenue Cloud features and turn on billing to prepare your org for the product configurator. 1. At the top of the page, click ![Settings icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-comm-264-0-0-production-enus/d863e308-482a-4dfa-8d20-2a94737d394a/comm/images/comm_setup_icon_no_border.png) and select **Setup**. 2. In the Quick Find box, search for and select **Revenue Settings**. 3. Make sure that **Enable Revenue Cloud Features** is selected. 4. In the Quick Find box, enter `Billing`, and then select **Billing Settings**. 5. Turn on **Billing**. To avoid access issues after turning on billing and before setting up billing features, assign the Billing Admin and Billing Operations User permission sets to users with the System Administrator profile. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-comm-264-0-0-production-enus/d863e308-482a-4dfa-8d20-2a94737d394a/images/icon_note.png) Note After you turn on billing, order activation succeeds only if the order records have values for the Bill to Contact, Billing Address, and Shipping Address fields. Order activation fails if any of these values are missing. ## Assign Permission Sets to Product Configurator Users Assign these permission sets to users who set up the configurator and create configurable products or bundles. Permission Sets for Product Configurator Administrative Tasks | Permission Set Name | Description | | --- | --- | | Billing Admin | Gives permission to configure billing policies, treatments, and legal entities, define policies, manage org defaults, and assign user permissions. | | Billing Operations User | Gives permission to schedule invoice runs and manage invoice-related operations. | | Context Service Admin | Gives permission to create and manage all context service objects and context definitions. | | Product Configuration Constraints Designer | Gives permission to create and manage constraint types and rules in Configurator with Constraint Rules Engine. | | Product Catalog Management Viewer | Provides read access to Product Catalog Management objects and APIs, and browse products by using Product Discovery. | | Product Discovery User | Provides read access to Product Catalog Management objects and APIs, and permission to browse products by using Product Discovery. | | DecimalQuantityRuntime | Gives view access to the Decimal Quantity Feature for runtime users. | Assign this permission set to buyers who configure and purchase configurable product bundles. Permission Sets for Buyers | Permission Set Name | Description | | --- | --- | | Product Catalog Management Viewer | Provides read access to Product Catalog Management objects and APIs, and permission to browse products by using Product Discovery. | To assign permission sets: 1. From Setup, in the Quick Find box, search and select **Users**. 2. Click the user. 3. Scroll down to Permission Set Assignments, and click **Edit Assignments**. 4. From the available permission sets list, select the permission sets listed in the table and add them to the enabled permission sets list. 5. Save your changes. ## Assign Additional Permission Set to Buyers Who Use Configurable Products or Bundles Create an additional permission set for buyers to access product configurator features. 1. From Setup, in the Quick Find box, search and select **Permission Sets**. 2. Click **New** to create a permission set. 3. For Label, enter `B2B Buyer - Revenue Cloud Management`. 4. Leave the other fields as their default values, and save. 5. On the new permission set page, click **System Permissions**. 6. Click **Edit**, and then select `Manage Revenue Cloud` and `Product Configurator` permission sets. Deselect all other permissions. 7. Save your changes. 8. Click **Manage Assignments**. 9. Click **Add Assignments**, select the buyer user from the list, and click **Assign**. ## Configure Advanced Pricing and Enable Subscriptions for Product Configurator To enable the product configurator, configure Advanced Pricing for Commerce powered by Revenue Cloud and enable subscriptions. 1. Turn on and configure Advanced Pricing for Commerce Powered by Revenue Cloud. For details, see [Configure Advanced Pricing for Commerce Powered by Revenue Cloud](https://help.salesforce.com/s/articleView?id=commerce.comm_advanced_pricing_for_commerce_stores.htm&language=en_US&type=5). 2. Enable Subscriptions for your org. 1. From your store, go to **Settings** and select **Store**. 2. Go to the Pricing tab. 3. Under Subscription Management, enable **Subscriptions**. If you don’t see the setting enabled, refresh your browser. 3. (Optional) If pricing information doesn't appear in your store, refresh your price book entries. 1. Click ![Settings icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-comm-264-0-0-production-enus/d863e308-482a-4dfa-8d20-2a94737d394a/comm/images/comm_setup_icon_no_border.png) and select **Setup**. 2. In Quick Find, search for and select **Salesforce Pricing Setup**. 3. Click **Sync** to sync all the pricing data into your pricing tables. ## Turn On Configure Product at Run Time Enable buyers to configure products and bundles in the store. 1. In Setup, in the Quick Find box, search for and select **Revenue Settings**. 2. Turn on **Configure Products at Runtime**. 3. Refresh the page. 4. Turn on **Set Up Configuration Rules and Constraints with Constraint Engine**. This setting lets you use the Constraint Rules Engine to manage complex product configurations and ensure valid combinations. For details, see [Set Up Constraint Rules Engine for Product Configurator](https://help.salesforce.com/s/articleView?id=ind.product_configurator_set_up_constraints_engine.htm&language=en_US). 5. After you create and activate a constraint model, go to your store, and select **Settings** | **Search** | **Run Full Index**. Rebuilding the search index makes sure that buyers see accurate, up-to-date results after you activate a constraint model or make other configurator changes. ## Configure Sharing Settings for Product Configurator Objects Give buyers access to the objects that the product configurator uses at run time. 1. In Setup, in the Quick Find box, search for and select **Sharing Settings**. 2. Click **Edit**. 3. For each of these objects, set both **Default Internal Access** and **Default External Access** to **Public Read Only**. - Product Component Group - Product Configuration Flow - Product Qualification - Product Configuration Rule - Product Disqualification 4. Save your changes. ## Add the Product Type Field to the Product Page Layout Add the Product Type field so you can classify a product as a bundle when you create it. 1. From Setup, open **Object Manager**. 2. Find and select the **Product** object. 3. On the **Page Layouts** tab, select the page layout that your store uses. 4. Drag the **Product Type** field onto the page layout. 5. Save your changes. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-comm-264-0-0-production-enus/d863e308-482a-4dfa-8d20-2a94737d394a/images/icon_note.png) Note If the **Product Type** field doesn’t appear when you create a product, log out and log back in to your org, or switch browsers. ## Create a Commerce Product Configurator Flow Assign a flow that defines the bundle configuration experience for buyers. This flow applies to all pages where the configurator is used. 1. From Setup, in the Quick Find box, search for and select **Flows**. 2. Select **Default Product Configurator Flow**. 3. Click **Save As New Flow**. ![Save as commerce product configurator flow.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-comm-264-0-0-production-enus/d863e308-482a-4dfa-8d20-2a94737d394a/comm/images/b2b_comm_product_configurator_flow.png) 4. Enter a name for the flow. 5. For Flow API Name, enter `Commerce_Product_Configurator_Flow`. 6. From the Flows page, click ![Edit action arrow icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-comm-264-0-0-production-enus/d863e308-482a-4dfa-8d20-2a94737d394a/comm/images/1cb2c_edit_action_arrow.png) for the flow you created and select **Edit Access**. 7. If **Override default behavior and restrict access to enabled profiles or permission sets** is selected, add the B2B buyer profiles to the enabled profiles list. Include both the default and any custom profiles that you created. ![Provide B2B buyers access to the flow.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-comm-264-0-0-production-enus/d863e308-482a-4dfa-8d20-2a94737d394a/comm/images/b2b_comm_configurator_flow_profiles.png) 8. Assign the flow to your store. 1. From the App Launcher, find and select **Commerce**, and open your store. 2. In the left navigation menu, select **Settings** | **Store** | **General Settings**. 3. Scroll to the **Bundle Configurator** section, and select the flow that you created. 4. Save your changes. ## Configure the Product Configurator UI for Configurable Subscriptions To improve the buying experience for configurable subscription products, configure the product configurator page in your flow. 1. From Setup, in the Quick Find box, search for and select **Flows**. 2. Open the product configurator flow assigned to your store. To find which flow your store uses, go to your store and select **Settings** | **Store** | **General Settings**, and check the **Bundle Configurator** section. 3. On the flow canvas, click **S01\_ProductConfiguratorUI**. 4. Select the **Product Configurator Option Group** component, and expand the section. 5. Set the **Origin** value to `configuratorContext.origin`. 6. For **Context Definition**, select the context definition assigned to your pricing procedure or pricing procedure plan. The context definition in the flow must match the one defined in your pricing procedure or procedure plan. If they don't match, you can't select the definition. If you use the default pricing procedure, select **CommerceCartContextDefinition\_\_stdctx**. If you extended the context definition, select your extended version. 7. Move these fields from **Available** to **Selected**. - Product Selling Model - Net Unit Price - Quantity - Subscription Term 8. Save the flow as a new version, and then activate it. 9. Publish your store. ## Republish Your Store After you modify a flow, republish your store to make the changes live. 1. From the App Launcher, find and select **Commerce**. 2. From your store, go to **Website Design** | **Experience Builder**. 3. Select the Product page. 4. Delete the **Product Details Purchase Options** component. 5. From the components panel, drag the **Product Details Purchase Options** component back onto the same spot on the page. ![Product details purchase options component.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-comm-264-0-0-production-enus/d863e308-482a-4dfa-8d20-2a94737d394a/comm/images/b2b_comm_purchase_options_component.png) 6. Find the **Product Bundle Item** component, towards the bottom of the top section. 7. Set **Parent Product Data Binding** to `{!Product.Details}`. 8. Select the **Product Detail Headings** component and enter a configurable attributes label. This label identifies configurable products. ![Product details heading component.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-comm-264-0-0-production-enus/d863e308-482a-4dfa-8d20-2a94737d394a/comm/images/b2b_comm_product_details_heading.png) ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-comm-264-0-0-production-enus/d863e308-482a-4dfa-8d20-2a94737d394a/images/icon_note.png) Note The Publish button is enabled only after the system detects a change. If you don’t plan to modify any fields, make a small change and then revert it. 9. Publish your store. #### See Also - [Turn On Billing in Revenue Cloud](https://help.salesforce.com/s/articleView?id=ind.billing_setup_enable.htm&language=en_US) - [Enable Revenue Settings](https://help.salesforce.com/s/articleView?id=ind.qocal_turn_on_quote_and_order_capture.htm&language=en_US) - [Manage Permission Set Assignments](https://help.salesforce.com/s/articleView?id=platform.perm_sets_manage_assignments.htm&language=en_US) - [Product Configurator Permission Sets](https://help.salesforce.com/s/articleView?id=ind.product_configurator_product_configurator_permissions.htm&language=en_US) - [Permission Sets](https://help.salesforce.com/s/articleView?id=platform.perm_sets_overview.htm&language=en_US) - [Advanced Pricing for Commerce Powered by Revenue Cloud](https://help.salesforce.com/s/articleView?id=commerce.comm_advanced_pricing_for_commerce_stores.htm&language=en_US) - [Enable Product Configurator](https://help.salesforce.com/s/articleView?id=ind.product_configurator_enable_product_configurator.htm&language=en_US) - [Publish Your Store](https://help.salesforce.com/s/articleView?id=commerce.comm_publish_store.htm&language=en_US)