Course Overview
Learn how to administer a business-to-business (B2B) Commerce store in Lightning that enables retailers, wholesalers, or distributors to purchase goods or services from your brand. In this class, our Commerce Cloud experts will walk you through how to use Salesforce B2B Commerce to set up and configure the essential elements required to manage a store on Lightning Experience, so you can deliver a buyer experience that satisfies your organization’s unique requirements. Please Note: Virtual delivery of this class may be delivered over 4 days, with 4 hours of content each day, or over 2 days, with 8 hours of content each day. Please take note when registering for your workshop.
What you’ll learn
When you complete this course, you will be able to:
- Understand the features and functionality of the platform.
- Set up buyer accounts and contacts to make purchases in your online store.
- Organize the products and categories in your store to present products for sale to business customers.
- Understand the different types of products and how to configure them.
- Work with Price Books, Price Book Items, Buyer Groups, and Entitlements to enable business customers to purchase products.
- Implement marketing and pricing strategies.
- Customize a site with clicks not code using Experience Builder.
- Enable multiple locales, languages, and currencies and understand how localization (and translations) are handled in B2B Commerce.
Requirements
- This class is designed for administrators, developers, and marketers responsible for maintenance and no-code customizations of a B2B Commerce store using Lightning. If you’re new to the Salesforce Platform, we recommend you complete the Admin Beginner trail in addition to the pre-work for this class.
Target audiences
- This class is designed for administrators, developers, and marketers responsible for maintenance and no-code customizations of a B2B Commerce store using Lightning. If you’re new to the Salesforce Platform, we recommend you complete the Admin Beginner trail in addition to the pre-work for this class.
Curriculum
- 1 Section
- 9 Lessons
- 4 Days
- Topics9
- 1.1Lessons and Topics Platform Overview Understand the Features and Functionality of B2B Commerce
- 1.2Setup Personalize Your Workspace Explore Salesforce B2B Commerce Review B2B Commerce Basic Setup
- 1.3B2B Buyers Manage Buyer Account and Buyer User Create a Price Book Load Price Book Entries Set Up a Buyer Group Create and Use Entitlement Policies Explore External Managed Accounts
- 1.4Product Organization (Catalogs and Categories) Create and Assign a Catalog to Your Store Create Categories and Subcategories Assign Products to a Category
- 1.5Products Get to Know Product Classes Create a Product Attribute for Filtering Create a Simple Product Add Product Images Create a Variation Parent and Variation Products Add Products to the Store Display a New Product Attribute in the Store
- 1.6Marketing and Pricing Strategies Configure Pricing Strategy and Priorities for Price Books Create a Price Adjustment Schedule (Tiered Pricing) Understand Promotions Optimize Product Search Use Commerce Reports for Marketing Insight
- 1.7Internationalization and Localization Enable Data Translation and Activate a Language in the Store Enter Translations for Objects Create Euro Price List Items
- 1.8Experience Builder Change a Page Label Change the Category Page to Grid View Add Content to Homepage Target an Experience Builder Component Create a New Page and Add It to the Navigation Menu Build a Branding Set
- 1.9Advanced Customizations Review Considerations for Low-Code and Pro-Code Customizations

