Getting Started: B2B

Commerce: Set Up
Your Org on Lightning
Experience
Expert Coaching Session
Forward-Looking Statements
This presentation contains forward-looking statements about the Company’s financial and operating results, which may include expected GAAP and non-GAAP
financial and other operating and non-operating results, including revenue, net income, earnings per share, operating cash flow growth, operating margin
improvement, expected revenue growth, expected current remaining performance obligation growth, expected tax rates, stock-based compensation expenses,
amortization of purchased intangibles, shares outstanding, market growth, environmental, social and governance goals, expected capital allocation, including
mergers and acquisitions (such as the proposed acquisition of Slack Technologies, Inc.), capital expenditures and other investments, expectations regarding closing
contemplated acquisitions and contributions from acquired companies. The achievement or success of the matters covered by such forward-looking statements
involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the Company’s results could
differ materially from the results expressed or implied by the forward-looking statements it makes. The risks and uncertainties referred to above include those
factors discussed in Salesforce’s reports filed from time to time with the Securities and Exchange Commission, including, but not limited to: risks associated with
our ability to consummate the proposed Slack Technologies, Inc. transaction on a timely basis or at all; our ability to successfully integrate Slack Technologies, Inc.’s
operations; our ability to realize the anticipated benefits of the proposed transaction; the impact of Slack Technologies, Inc.’s business model on our ability to
forecast revenue results; disruption from the transaction making it more difficult to maintain business and operational relationships; the impact of, and actions we
may take in response to, the COVID-19 pandemic, related public health measures and resulting economic downturn and market volatility; our ability to maintain
service performance and security levels meeting the expectations of our customers, and the resources and costs required to avoid unanticipated downtime and
prevent, detect and remediate performance degradation and security breaches; our ability to secure and costs related to data center capacity and other
infrastructure provided by third parties; our reliance on third-party hardware, software and platform providers; the effect of evolving domestic and foreign
government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and those addressing data
privacy; current and potential litigation involving us or our industry, including litigation involving acquired entities such as Tableau; regulatory developments and
regulatory investigations involving us or affecting our industry; our ability to successfully introduce new services and product features, including any efforts to
expand our services beyond the CRM market; the success of our strategy of acquiring or making investments in complementary businesses and strategic
partnerships; our ability to compete in the market in which we participate; the success of our business strategy and our plan to build our business; our ability to
execute our business plans; our ability to continue to grow unearned revenue and remaining performance obligation; the pace of change and innovation in
enterprise cloud computing services; the seasonal nature of our sales cycles; our ability to limit customer attrition and costs related to those efforts; the success of
our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations; our
dependency on the development and maintenance of the infrastructure of the Internet; our real estate and office facilities strategy and related costs and
uncertainties; fluctuations in, and our ability to predict, our operating results and cash flows; the variability in our results arising from the accounting for term
license revenue products; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability to
protect our intellectual property rights; our ability to develop our brands; the valuation of our deferred tax assets and the release of related valuation allowances;
uncertainties regarding our tax obligations in connection with potential jurisdictional transfers of intellectual property; uncertainties regarding the effect of general
economic conditions; and risks related to our debt and lease obligations.

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Individual Follow-Up Session

Premier and Signature Success Plan customers
can request a follow-up session with a Salesforce
expert through a survey you will receive after this
webinar concludes.
Welcome!
In this session, we’ll go over the steps needed
to set up your org for a B2B Commerce
Lightning Experience site. We’ll also review best
practices so you can get the most out of your
Salesforce investment.
Agenda

01 Introduction
Understanding Salesforce B2B Commerce.

02 Setup
Get ready to create a store with Lightning Experience.

03 Demo
A walk-through of how to set up an org for a B2B LE Commerce site.

Resources
04 Guidance to help you drive value.
Understanding
Salesforce B2B
Commerce

Introduction to B2B
Commerce
B2B Selling Has Changed
And leading companies have evolved to meet buyer expectations

79%
of B2B leaders reported that
buyers prefer to make repeat
purchases online

Tailor experiences Do more with Start selling

for business buyers data online quickly

Source: Salesforce State of Commerce - January 2021

How Does B2B Commerce Work?
Built natively on the platform
B2B Storefront
Customers can log in to
purchase products; A use case for Experience Cloud,
a beautiful, branded templated pages, layout, complete
experience B2B functionality.

Defines the access and Experience Cloud

permissions of the end user - External authentication, branding,
e.g., partners, customers, etc. design and user experience

Salesforce Platform
B2B Commerce functionality like
negotiated prices, discounts, Metadata, Process and Flow
and shipping defined here Builders, Apex and APIs

Orders and other sales data is Data Model

stored here in our
Metadata, Custom Objects
metadata-driven platform
Schema Builder

Integrate back office data and MuleSoft Integration

systems into the Salesforce
platform ERP, PIM, back end systems
 Lead the Way with B2B Commerce
Manufacturing Consumer Goods Med Devices,
Hardware & More

Katie Carlson

153%
Salesforce Solution

666 20.7M 7.0M Integrity Analyst

YoY Order Live Storefronts Products Peak Orders /

Growth Month
26.7M Orders in 33K average Products
6 months +63% YoY per Storefront +67% QoQ
Enable Your Organization
for Commerce

Experiences, Salesforce CMS, and order

preferences
Enable Your Organization for Commerce
Steps to take so admins can create stores, access media, and track order information

❏ Enable Salesforce Experiences - Commerce on Lightning uses Salesforce Experiences to

build fully functional stores. Before you can create a store, you must first enable
Salesforce Experiences
❏ Update Role and User Settings - Allow the use of standard external profiles for
self-registration and user creation
❏ Enable Salesforce CMS - Enable Salesforce CMS and make CMS Home, CMS Channels,
CMS Experiences, and CMS Workspaces tabs visible, so you can create a workspace for
media files
❏ Enable Order Preferences - Enable Order preferences to ensure that customers can check
out and access their orders
Enable Digital Experiences
Enable Digital Experiences (Continued)
Update Role and User Settings
Enable Salesforce CMS
Enable Salesforce CMS (Continued)
Enable Order Preferences
Organization-Wide
Defaults (OWDs)
Configure OWDs to allow external
access to Commerce objects on
Lightning Experience
Organization-Wide Defaults
Allow external access to Commerce objects

Object Default Default External

Internal Access
Access

Public Read
Catalog Public Read Only
Only

Electronic
Public Read
Media Public Read Only
Only
Group

Order
Public Read
Delivery Public Read Only
Only
Method

Order Private Private

Order Controlled by
Private
Summary Parent
Org-Wide Defaults
Commerce Object Page
Layouts
Allow external access to Commerce
objects on Lightning Experience
Commerce Object Page Layouts

❏ Product > Page Layout > Product Layout

❏ add Product SKU and Product Class fields to Product Detail section
❏ Order Summary > Page Layout > Order Summary Layout
❏ Remove all actions except Start Reorder
❏ Order Delivery Group Summary > Page Layout > Order Delivery Group Summary Layout
❏ Edit Order Product Summaries Related List
❏ Add “Product Name” field to list of displayed columns

❏ Account > Page Layouts > Account Layout

❏ Related Lists
❏ Drag Contact Point Address, Community Members and Cart to the bottom of the page
Commerce Object Page Layouts: Product
Commerce Object Page Layouts: Order Summary
Commerce Object Page Layouts: Order Delivery
Summary Group
Commerce Object Page Layouts: Account
Account Details Page
Account Details Page (Continued)
Create and Assign
Permission Sets for
Buyers and Buyer
Managers
Permission Sets for Buyers and Buyer Managers
Determine appropriate access for buyer users and buyer managers

Permission Set Feature

Commerce User Gives users access to Commerce

objects

Commerce Super User Gives users access to the orders

placed by their account, regardless
of who placed them

Account Switcher User Allow buyers to buy for multiple

accounts, using the “Switch
Accounts” feature
Permission Set: Commerce User
Permission Set: Commerce User (Continued)
Permission Set: Commerce User (Continued)
Permission Set: Commerce User (Continued)
Permission Set: Commerce User (Continued)
Permission Set: Commerce User (Continued)
Permission Set: Commerce Super User
Permission Set: Commerce Super User (Continued)
Permission Set: Account Switcher User
Finalize Setting Up
the Commerce App
Manage data, admin access,
commerce reports
Finalize Setting Up the Commerce App

❏ Manage Your Store Data on the Commerce App

❏ Quick links on the Commerce app direct you to pages where you can create a store, install
reports, manage data, and enhance products
❏ Give Administrators Access to Sales Stores for Orders
❏ Enable field-level security on the Sales Store field for Orders to make it visible to administrators
❏ Install Commerce Reports
❏ Install commerce reports to track Commerce orders
Manage Your Store Data on the Commerce App
Manage Your Store Data on the Commerce App
(Continued)
Manage Your Store Data on the Commerce App
(Continued)
Manage Your Store Data on the Commerce App
(Continued)
Give Administrators Access to Sales Stores for
Orders
Give Administrators Access to Sales Stores for
Orders (Continued)
Install Commerce Reports
Resources
Learn More
Accelerate your path to success

TRAILBLAZER EXPERT COACHING ADDITIONAL

TRAILHEAD COMMUNITY SESSIONS RESOURCES
Learn new skills from Learn, connect, have Targeted, outcome-
anywhere. fun, and give back based sessions.
together. B2B Commerce Learning
Administer Salesforce How to: Organize Your Map
B2B Commerce on B2B Commerce Group Teams Adoption and best
Lightning Experience Collaborate with Explore leadership, practice articles for every
Setup stores, products, Salesforce experts and implementation and after step of your journey.
catalogs and entitlements other customers. launch roles &
in Salesforce B2B responsibilities.. Set Up Your Org for
Commerce. Commerce on Lightning
Experience
Get Started: Metrics and Get ready to create a
Analytics Use analytics to store with Lightning
improve and grow your Experience.
storefront.

Learn on Trailhead Join the Community View the Catalog

Thank You