After you get the correct licenses for using Commerce Subscriptions in your B2B store, assign the correct user permissions to set up subscriptions.
Required Editions
| View supported editions. |
Which Salesforce Commerce Product Do I Have?
These are the permissions the merchant needs to perform subscription-related tasks
| Task | Permission Set |
|---|---|
| Configure billing policies, treatments and legal entities, define policies, manage org defaults, and assign user permissions. | Billing Admin |
| Schedule invoice runs and manage runtime invoicing operations. | Billing Operations User |
| Perform Salesforce Payments administrative tasks, including merchant account and payment method set creation and management. To run reports and monitor activity in the Payments Workspace. | Payments Administrator |
| Configure the tax engine, establish tax policies, and define tax treatment for billing. | Tax Admin |
Alternatively, merchants can use APIs to complete subscription-related tasks. These are the permissions a merchant needs to use the required APIs.
| Task | API Name | Permission Set |
|---|---|---|
| Create billing schedules by passing a list of billing transaction IDs and invoking the context-aware billing schedule API. | Context-Aware billing Schedule (POST) | Create Billing Schedules From Billing Transactions API and Context Service Runtime |
| Generate invoices on demand using the billing schedules. | Invoice Creation (POST) | Generate Invoices From Billing Schedule API |
| Detect and correct invoicing errors, automate error resolution, and provide tools for manual overrides and detailed diagnostics. | Invoice Run Recovery (POST) | Manage Errors Using Invoice Error Recovery API |
Watch the video to help you learn how to assign permissions to access Commerce subscription features.
If you can’t watch the video in full screen, open the video on a new tab: Assign Permissions for Commerce Subscriptions.
To enable permissions,
-
At the top of the page, click
and select Setup.
- In the Quick Find box, enter and select Users.
- Click the required user’s full name.
- Scroll down to the Permission Set Assignments related list and click Edit Assignments.
- Select the necessary permission set under Available Permission Sets, and click Add.
- Save your changes.