Commerce Store Setup Tasks

To get your store running, complete the guided tasks on the store home page. You can complete the recommended tasks after you activate your store.

B2B Store Required Tasks
Tasks	Resources
Add branding to your site.	To copy the colors and styles from an existing website, click Add Your Brand, and enter its URL. See Website Design for B2B Stores.
Add products.	Assign, create, or import at least one product to your catalog. See Add a Product to a Store and Import Product Data.
Set up taxes.	Set up either the manual tax solution provider or install a third-party tax solution provider. See Configure Tax Settings for a Commerce Store.
Set up payments.	Set up payments using Salesforce Payments or another provider, and associate it with your merchant account. Set up at least one tax provider, and associate it with your tax provider. Accept the default Salesforce Native Shipping option, or configure at least one shipping provider. Find information on payments, taxes, shipping, and more at Configure Custom Checkout.
Personalize buyer pricing.	Personalize stores, entitlements, pricing, and promotions for users. See Example Strategies for Buyer Groups, Entitlements, and Price Books for B2B Stores.
Set up buyers, buyer groups, and entitlements.	On the Customer Workspace, create a buyer group, create an entitlement policy, and add a buyer to a B2B store.
Manage store access.	Manage which users can access your store. See Access.

D2C Store Required Tasks
Task	Resources
Add branding to your site.	To copy the colors and styles from an existing website, click Add Your Brand, and enter its URL. See Website Design for B2B Stores.
Add products.	Assign, create, or import at least one product to your catalog. See Add a Product to a Store and Import Product Data.
Let guests shop your store.	If you’ve enabled person accounts, then guest access and self-registration are automatically enabled and the task is marked complete. Otherwise, click this task to enable person accounts, guest access, and self-registration, which usually takes up to 1 hour to complete. After enabled, person accounts become the default record type for the guest user profile. To enable person accounts manually, see Enable Person Accounts for Commerce.
Set up payments.	Set up payments using Salesforce Payments or another provider, and associate it with your merchant account. Set up at least one tax provider, and associate it with your tax provider. Accept the default Salesforce Native Shipping option, or configure at least one shipping provider. Find information on payments, taxes, shipping, and more at Configure Custom Checkout.

Reorder Portal Required Tasks
Task	Resources
Add branding to your site.	To copy the colors and styles from an existing website, click Add Your Brand, and enter its URL. See Website Design for B2B Stores.
Add products.	Assign, create, or import at least one product to your catalog. See Add a Product to a B2B Commerce Store from the Workspace and Import Product Data for a B2B Store.
Set up payments.	Set up payments using Salesforce Payments or another provider, and associate it with your merchant account. Set up at least one tax provider, and associate it with your tax provider. Accept the default Salesforce Native Shipping option, or configure at least one shipping provider. Find information on payments, taxes, shipping, and more at Configure Custom Checkout.
Set up email invitations.	Click the link that redirects to the Configure an Einstein Next Best Action Component for a Commerce Reorder Portal help page.