B2B-Commerce-Administrator Sample Questions Answers

An Administrator can configure an alternative or new checkout flow in the Store tile in the Commerce app (C). This area provides access to store configurations, including checkout process customizations. The Commerce app's Store tile allows administrators to define and manage various aspects of the checkout experience, such as payment options, order review, and final confirmation steps, ensuring a seamless and efficient checkout process for users. The Checkout Button on the Cart page (A), Experience Builder on the Checkout page (B), and Process Builder Button in Experience Builder (D) are not the primary locations for configuring the checkout flow in Salesforce B2B Commerce.

To use an approved entity in a CRM collection, an Administrator must set up a CRM List view (C). This setup enables the organization of entities such as contacts, accounts, or custom objects within the CRM to be part of targeted collections, facilitating segmentation and targeted actions. The CRM List View provides a framework for defining the criteria and filters that determine which records are included in a collection, supporting personalized and efficient CRM strategies. Global (A), Sales (B), and Service (D) List Views are also used within Salesforce but are tailored for broader or different contexts than CRM collections.

Through the Commerce App's Import feature, an Administrator can populate:

• A. Images: Product images can be imported to visually represent each product.
• B. Price Book: This includes importing pricing information associated with each product, allowing for accurate pricing display and calculations within the commerce site.
• D. Description: Product descriptions provide detailed information about each product, which can be imported to enrich product listings and inform potential buyers.

This import functionality streamlines the process of populating product catalogs with essential information, ensuring a comprehensive and informative shopping experience for customers.

To allow users to filter products using fields on the product itself, the Administrator should C. Create a Filter for the Product Category. This involves defining filters based on product fields, which can then be applied within product categories to help users narrow down their product search based on specific attributes or criteria.

To limit the products that a Buyer Group can see, an Administrator can use C. Entitlement Policies. Entitlement Policies in Salesforce B2B Commerce control access to products based on various criteria, including buyer groups. By configuring these policies, an administrator can define which products are visible and available to specific buyer groups, ensuring a tailored and relevant product selection for different segments of buyers.

From the Commerce App menu, three objects that are accessible include A. Accounts, C. Buyer Entitlements, and E. Buyer Groups. These objects are integral to managing the relationships, entitlements, and groupings of buyers within the B2B Commerce environment, facilitating the administration of commerce activities.

As part of the Store setup wizard, the remaining steps the Administrator must complete include:

• B. Assign Price Books to a store: This ensures that the correct pricing is applied to products within the store.
• E. Configure checkout flow: This involves setting up the steps and processes that customers will go through during checkout, including payment and shipping options.

Completing these steps ensures that the store is fully functional and ready for deployment, providing a seamless shopping experience for customers.

The advantages of having Commerce and CRM data together include A. Personalized experience based on a history of interactions, which allows for tailored shopping experiences based on the customer's previous engagements, and C. Reduced number of integrations with other systems, simplifying the architecture and reducing the potential points of failure or data inconsistencies.

To set up different pricing for different groups of buyers, an Administrator should B. Create Price Books to define different pricing structures and D. Create Buyer Groups to segment buyers into groups. Price Books can then be assigned to specific Buyer Groups, allowing for differentiated pricing strategies based on the buyer group.

For the most efficient process, the following Related Lists should be added to the Account page layout:

• B. Community Membership: This provides visibility into the user's access and roles within the commerce community, facilitating management and support.
• D. Carts: This allows for quick access to the user's current and past shopping carts, enabling support and analysis of shopping behavior.

These additions enhance the administrative capabilities, providing quick access to essential information for managing accounts and supporting users within the B2B Commerce platform.

To ensure that all automated emails are sent from a "no-reply" email address, the Administrator should:

• B. Create an Org-Wide Email Address in Setup: This allows for the configuration of a default email address (such as a "no-reply" address) that will be used for all outgoing emails from the Salesforce org, ensuring consistency and controlling the reply behavior.

Before performing a search index in Salesforce B2B Commerce, it is crucial that at least one product has a ProductCode assigned (D). The ProductCode is a unique identifier for products in Salesforce B2B Commerce, and it is essential for indexing and searching products within the platform. While images (A) and SKUs (B) enhance product listings and navigation, they are not prerequisites for indexing. Ensuring products are marked as Active (C) is important for them to appear in search results, but the presence of a ProductCode is fundamental to the indexing process itself.

The issues with search results for products by part number, especially when the format is numeric with decimal places, could be due to B. Part number is a text field added after the last search index, meaning the search index may not have been updated to include the new field, and D. The part number value is in a formula field that uses other field values, suggesting that the search functionality might not fully support or index formula fields effectively, leading to inconsistent search results.

If a company already has an Experience Cloud Site and is implementing B2B Commerce, an Administrator should A. Drag and drop the Commerce components onto the proper pages in Experience Builder. This approach allows for the integration of B2B Commerce functionalities into the existing site by utilizing the modular components available in Experience Builder, tailored to the commerce needs.

The behavior where a customer sees a price not associated with their buyer group could be due to:

• A. A price book is associated with the default store buyer group: This means that the pricing seen by the customer might be coming from a price book intended for a broader audience rather than a specific buyer group, leading to the observed discrepancy.

Addressing this requires reviewing and adjusting the price book associations to ensure they align with the intended buyer groups and their respective pricing agreements.

For a user in the storefront to review carts within the same account, they would need the C. Buyer Manager permission set. This permission set grants users the ability to manage and review orders and carts for their account, enabling oversight and control over purchasing activities within the organization.

To deploy B2B Commerce successfully for Buyers and external users, the minimum user license needed is D. Customer Community License. This license type is designed for external users to access the community, enabling them to engage with the B2B Commerce store, view products, and make purchases.

To rebuild the Search Index in the B2B Commerce App, the Administrator should:

• C. Click on Search Reindexing in the Quick Actions: This option directly initiates the reindexing process from the store record page, updating the search index to reflect the most current data across products, categories, and content, thereby improving search accuracy and performance.

The out-of-the-box integrations provided with Salesforce B2B Commerce include A. Inventory, Pricing, Tax. These integrations allow for real-time access to inventory levels, dynamic pricing models, and accurate tax calculations, providing a seamless and efficient commerce experience.

If an Administrator is having trouble rebuilding the search index, a potential cause could be the necessary permissions have not been given to the Administrator (A). Proper permissions are required to execute search index rebuilds, and without these permissions, the Administrator may encounter difficulties in initiating or completing the rebuild process.

Within the Commerce app, the two workspaces available are Product (A) and Content Management (E). The Product workspace is dedicated to managing product catalogs, details, and variations, providing tools for Administrators to curate and organize their product offerings. Content Management is a workspace focused on the creation, management, and deployment of content across the commerce site, including marketing materials, informational content, and other web content. While Search (B), Commerce Reports (C), and Pricing (D) are critical aspects of B2B Commerce, they are typically managed through other sections or setups rather than being categorized as separate workspaces within the Commerce app.

To safely authorize a payment gateway, an Administrator needs to B. Create a Named Credential in Salesforce Setup. Named Credentials provide a secure way of storing authentication details, including endpoint URLs, usernames, passwords, and token endpoints, which are essential for securely connecting to external payment gateway APIs.

For investigating additional functionality around international taxation and credit card payments in Salesforce B2B Commerce, an administrator can explore A. Salesforce Labs add-ons and D. AppExchange connectors. Salesforce Labs provides innovative solutions that can be used as is or customized, while AppExchange connectors offer pre-built integrations that extend the functionality of Salesforce B2B Commerce to meet specific business needs, including payment processing and tax calculations.

To configure Salesforce for a custom domain for a B2B Commerce store, the Administrator should A. Create a Custom URL in Setup, defining the custom domain to be used, and C. Configure a custom domain and CDN in Setup, ensuring that the domain is properly linked to the Salesforce environment and content is delivered efficiently via a Content Delivery Network (CDN).

To add a B2B Commerce store to an existing site, the Administrator could use the A. Customer Account Portal or B. Build Your Own Experience Cloud templates. The Customer Account Portal template provides a framework for account management and commerce functionalities, while the Build Your Own template offers flexibility in designing a custom experience that can include B2B Commerce features.

To set up Tiered Pricing for a product, an administrator needs to configure A. Price Adjustment Schedules. This functionality allows for the creation of pricing tiers that apply different discounts based on the quantity of items purchased, enabling volume-based pricing strategies.

To create variation products for bed items that vary by three different lengths, the Administrator should B. Create a custom field length_c, a variation attribute set, and a parent product. The custom field length_c will store the different lengths, the variation attribute set will organize these variations, and the single parent product will represent the base item from which the variations derive.

To quickly provide basic reports like Orders by Date and Total Orders in a new B2B Commerce deployment, the fastest way is to Install the Commerce Reports under Commerce Setup (B). This feature provides a set of pre-built reports tailored for commerce analytics, allowing Administrators to quickly deploy essential reporting tools to stakeholders. While Salesforce Labs (A) and AppExchange (C) offer valuable resources and templates, Commerce Reports within Commerce Setup are specifically designed for rapid deployment within the B2B Commerce context. Advanced Reports (D) offer more detailed insights but may require additional configuration.

To add the company name and logo to the user profile menu in the store, the Administrator should C. Modify the settings for the User Profile Menu component. This involves accessing the component's properties in the Experience Builder and adding or updating the settings to include the company name and logo as part of the user profile menu.

Before the checkout flow is usable, the following two tasks need to be completed: A. Configure the Checkout flow in Flow Builder, which involves setting up the logic and steps for the checkout process; and D. Add the checkout flow to the Checkout Page in Experience Builder, which integrates the configured flow into the actual checkout page that users interact with during the purchasing process.

To ensure customers can only purchase products in increments of five, an Administrator must complete the following steps: B. Create Purchase Quantity Rules and C. Connect the product to a Quantity Rule. Purchase Quantity Rules define the increments in which products can be purchased, and connecting these rules to specific products enforces the desired purchasing increments.

Using Experience Builder, an Administrator can update the Customer's Logo (B), Button Size (C), and Text Color (D) to change the look and feel of the theme of their B2B Commerce site. These options allow for significant customization of the visual aspects of the site, aligning the design with the company's branding and design preferences.