In today’s digital era, e-commerce has redefined how businesses and customers connect, making online shopping the new standard. At its simplest, Commerce Cloud represents this digital transformation, enabling seamless buying and selling experiences. Popular platforms like Salesforce Commerce Cloud (SFCC), Shopify, WooCommerce, and Magento provide businesses with the tools to build scalable online stores. eCommerce typically falls into three models: B2B (business-to-business, e.g., IndiaMART), B2C (direct-to-consumer, e.g., Amazon), and B2B2C (a hybrid of both).
This blog walks you through setting up a B2B Commerce website in Salesforce Lightning Experience, simplifying the process step by step.
How To Set Up Salesforce For a B2B Commerce Website in Salesforce Lightning Experience
1. Create a Developer Edition Org
2. Enable Experience Cloud Sites
- Go to Setup → Digital Experiences → Settings
- Check the Enable Digital Experiences checkbox
- Click Save
3. Go to Setup
- Digital Experiences again and click on Settings
4. Under the Role and User Settings section
- Check the following Option:-
Allow using standard external profiles for self-registration, user creation, and login.
- Click Save
5. Enable Commerce Features
- Go to Setup → Commerce → Settings
- Activate the Enable Commerce feature toggle
- Click Save
6. Enable Order Preferences
- Go to Setup → Order Settings
a. Enable Orders:- Checked
b. Enable Enhanced Commerce Orders:- Checked
c. Enable Optional Price Books for Orders:- Checked - Click Save
7. Set Org-Wide Defaults to establish access for B2B storefront users
- Go to Setup → Sharing Settings
- Click the Edit button
- Set both Default Internal Access and Default External Access as Public Read Only for these objects-
– Catalog
– Electronic Media Group
– Order Delivery Method - Click Save
8. Optimize Page Layouts
- Update the Product Page Layout:-
– Go to Setup → Object Manager → Product → Page Layouts → Product Layout
– Drag the Product SKU from the Fields to the Product Detail section
- Click Related Lists
- Drag Categories and Commerce Entitlement Policies down to the Related Lists section
- Click Save
- Update Order Summary Page Layout:-
– Go to Setup → Object Manager → Order Summary → Page Layouts → Order Summary Layout
– Scroll down to the section Salesforce Mobile and Lightning Experience Actions and click on override the predefined actions - Remove all actions except Start Reorder by dragging them to the top
- Click Save
- Update Order Delivery Group Summary Page Layout:-
– Go to Setup → Object Manager → Order Delivery Group Summary → Page Layouts → Order Delivery Group Summary Layout
– Go to Related Lists → Order Product Summaries → Click on the wrench icon
– Add Product Name field into the list of displayed columns using the right chevron button
– Click the OK button and Save
Update Account Page Layout:-
– Go to Setup → Object Manager → Account → Page Layouts → Account Layout
– Click on the override the predefined actions link in the Salesforce Mobile and Lightning Experience Actions section, and if Enable as Buyer is not present, drag it into the section
- Click Related Lists and drag the following items into the Related Lists section
1. Contact Point Addresses
2. Community Members
3. External Managed Accounts
4. Carts - Click Save
- Update Contact Page Layout:-
– Go to Setup → Object Manager → Contact → Page Layouts → Contact Layout
– Click on the override the predefined actions link in the Salesforce Mobile and Lightning
– Experience Actions section, and if the following are not present, drag them into the section from the top:-
1. Enable Customer User
2. Disable Customer User
3. Log in to Experience as User
9. Add Buyer Info to Lightning Page using Lightning App Builder
- Go to the Commerce app using the App Launcher (9 dots button at top left)
- Navigate to the Accounts tab from the main Lightning navigation
a. List view: All Accounts - Click the label for any Account
- Click on the Setup Gear (top right) and click Edit Page, which will launch the Lightning App Builder
- Search for the Buyer Account component (on left) and drag it to the bottom of the page
- It should look like this at the bottom after dragging it out
- Click the Save button (top right)
- Click the Activate button
- Click the Assign as Org Default button (at left)
- Choose Desktop and Phone
Click the Next button and Save
10. Clone the following default Permission Sets:-
- Buyer → B2B Commerce User
- Buyer Manager → B2B Commerce Super User
11. Finalize Commerce App Setup
- Go to Setup → Field Accessibility
- Click on Order
- Click on View by Fields
- Choose Sales Store
- Click the link right of System Administrator (Hidden underlined) and set or verify as follows:-
a. Visible:-Checked
- Add the Sales Store field to the Order Layout page layout:-Selected
- Click Save
Go to App Launcher and verify that you can view the Commerce App
12. Store Creation with B2B Template
- Go to App Launcher → Commerce
- Click Stores in the main app navigation
- Click the Create a Store button (top right)
- You should eventually land on the B2B Commerce template selection page
- Select the B2B Commerce template
- Enter your Store Name ( Mandatory ) and URL ( Optional )
- Click the Create button
13. Load Data to Your Org ( IMPORTANT )
- Add Products, Catalog, Categories & Media ( CMS
- Create Accounts & Related Contacts
- Enable the Accounts as Buyer Accounts (created above)
- Create Buyer Groups and assign the Buyer Accounts (created above)
- Create Price Books & Price Book Entries and Add Products (loaded above)
- Create an Entitlement Policy (s)
– Assign this Entitlement Policy to Products (loaded above)
– Assign this Entitlement Policy to Buyer Groups (created above) - Rebuild Search Index
- Return to your B2B store page and ensure that the first four steps are marked as completed, as shown in the following image:-
14. Modify Content Security Policy
- Locate your B2B store record in the Commerce App
- Click the Experience Builder tile in the Store page
- Click Settings ( gear icon on left)
- Click the Security & Privacy Tab
- Change the Security Level to Relaxed CSP and click the Allow button if prompted.
15. Adjust Site Membership
- Go to the B2B store’s Experience Builder → Administration from the top left navigation menu → Members
- Add the following Profiles in the Selected Profiles Box – System Administrator and Customer Community Plus User
- Click Save
16. From Setup → Quick Find: CSP Trusted Sites
- Click the New Trusted Site button
- Trusted Site Name: Enter a suitable Name
- Trusted Site URL: Name of the website ( i.e., Third-party API )
- Active: Checked
- Allow site for img-src: Checked
17. Clone Checkout Template
- Go to Experience Builder → Select Checkout in the list of Pages → Access Checkout Flow Template
- Click the Edit Flow in Flow Builder button (on the right when the menu pops up)
- Once the All Flows setup page launches, click on the Checkout Flow Template label
- Click the Save As button and complete the form:-
– Flow Label:- Enter any meaningful Name
– Flow API Name:– Enter any meaningful Name - Click the Show Advanced label and complete the form:-
– How to Run the Flow: System Context with Sharing—Enforces Record-Level Access
– Type: Checkout Flow - Click the Save button and Activate
- Change the Checkout Component Mapping by going back to the browser tab containing Experience Builder
- Click on the Checkout Flow component again to bring up the panel
- Checkout Flow Name:- Name of the Flow Given in the Previous Step
- Close by clicking the ‘X’ (top right)
- Click Publish (at top right) and click Publish again on the dialog, followed finally by the Got it button
- You should eventually receive an email confirmation
18. Register Reference Implementation Classes
- Create Integration Apex Classes for the four key providers ( Copy the code from the GitHub repository ) –
– Shipping (B2BDeliverySample)
– Inventory (B2BCheckInventorySample)
– Tax (B2BTaxSample)
– Pricing (B2BPricingSample) - Create the Heroku Remote Site Setting
– Name: herokuapp
– Remote Site URL: https://b2b-commerce-test.herokuapp.com
– Disable Protocol Security: Unchecked
– Active: Checked - Register all four Integration Apex Classes (created above) with Workbench
- Please refer to the following section – Register the Integration Apex Classes
– PLC Curriculum – B2B Commerce – Deploying the Storefront
19. Store Integration Service Mappings
- Navigate to your B2B store’s record from the Commerce App → Stores
- Click on the Administration tile
- Link all the classes as Registered External Services by clicking the Link Integration in the sections listed on the left, then Next, and then Confirm
| Section | Mapping |
|---|---|
| Store Inventory | CHECK_INVENTORY (Developer Name for sObject - RegisteredExternalService created in previous step) |
| Shipping Calculation | COMPUTE_SHIPPING (Developer Name for sObject - RegisteredExternalService created in previous step) |
| Tax Calculation | COMPUTE_TAXES (Developer Name for sObject - RegisteredExternalService created in previous step) |
| Price Check | COMPUTE_PRICE (Developer Name for sObject - RegisteredExternalService created in previous step) |
20. Activate the Store
- Go to App Launcher -> Launch Commerce App
- Choose Stores from the Lightning Navigation
- Click on Capricorn B2B Store
On the right, next to Get Ready to Activate, click on Let’s Do It! - Scroll down and click the Activate button
Create a new Billing Contact Point Address for your Accounts
- Go to Commerce App → Accounts → Select the Account ( created in Step No. 13, Slide No. 16 )
- Click the Related tab to access the related list entries for the Account
- Click the New button in the Contact Point Address related list
- Create the new Contact Point Address for Billing as follows:-
– Name: Main Billing Address
– Address Type: Billing
– Is Default Address: Checked
– Parent: Pre-Selected Account
– Address/City/State/Zip/Country: Give any meaningful address
– Click the Save button - Repeat the above step to create a new Shipping Contact Point Address for the same.
- Account mentioned above
Assign the appropriate Permission Sets to Buyer(s)
- – Go to Setup → Users
– Click on the User who has the Customer Community Plus license ( i.e., who is a B2B Buyer )
– Click the Permission Set Assignments label
– Click the Edit Assignments button in the Permission Set Assignments section
– Assign the following Permission Sets:-
– B2B Commerce User
– B2B Commerce Super User - Click the Save button
- Log in to the B2B Store as a Buyer from the Contact Detail Page by clicking on :-
– Log in to Experience as User (top right)
OUR B2B Commerce Website is Ready Now. Let’s Proceed for Checkout
.
Final Thoughts
Building a B2B Commerce site in Salesforce Lightning may feel detailed, but every step ensures a smooth, scalable, and customer-focused storefront. With Salesforce’s flexibility and enterprise power, you’re not just setting up a store—you’re preparing your business for the future of digital commerce.
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Rahul Krishan
A Senior Salesforce Developer with 7+ years of experience in Salesforce implementation and development. Rahul is skilled in LWC, Aura, Visualforce, and Data Migration, with strong technical expertise and a proven track record of delivering scalable solutions on time. He’s a true team player who thrives under pressure while ensuring best practices.
