Category | Feature | Description |
Store | Name | The name by which people know your business/company. |
Description | A statement or a piece of writing that tells something or someone about business | |
Supported Languages | The languages to make available to buyers. Language options come from Translation Workbench. | |
Default Language | The Default language that is available on your web store. | |
Price Book | Price book displays a price book with a product’s original list price. | |
Pricing Strategy | A pricing strategy includes account segments, ability to pay, market conditions, competitor actions, trade margins, and input costs. | |
Maxmimum values per filter | Set the Maximum number of values to show records while applying a filter on the web-store. | |
Results per Page | Set the Maximum number of results to show on the web store. | |
Categories | Name | The name by which the customer knows the type/category of product. |
Catalogue | The listing, items with explanations or pictures of products offered for sale, of items that are available for customers. | |
Show In Menu | It is a check box that helps to decide which category has to be shown in the Menu. | |
Parent Category | An entity used in catalogues to group a set of products in a hierarchy. | |
Child Category | A child category is used for a sub-product under a Parent Category. | |
Sort Order | It shows in which order the category will be displayed. | |
List of Product | It contains a list of all the products. | |
Products | Product Name | Product name is the name by which the product is known. |
Product Family | A product family is a group of related products by the same company under the same brand/service. | |
Product code | Product code is a unique identifier, assigned to each finished/manufactured product which is read. | |
product SKU | Stock keeping unit identification code is an alphanumeric code that identifies a product and helps to track the assets of the business. | |
Shot Description | A short Description is 2-3 lines of statements that give details about the product. | |
Images | The image field is pictures of items or products. | |
RT Description | Rich Test Description is formatted with common formatting options, such as bold and italics, that are unavailable in Short description. | |
Price Book | Price Book Name | The price Book name is the name by which the price book is known. |
Description | Description determines the details of the price book. | |
Default Order Price Book | The default order price book is the default price of the product. | |
Is Standard Price Book | The standard price book is the baseline price that a company charged for a unit of this product or service. | |
Valid From | Price Book value will be valid from which date. | |
Valid To | Price Book value will be valid to which date. | |
Asset | Asset Name | Asset Name is the name by which an asset is known. |
Product | It shows which asset belongs to which product. | |
Serial Number | A serial number is a unique identifier assigned incrementally or sequentially to an asset. | |
Status | It shows the current status of the asset journey. | |
Warranty | A checkbox that shows whether an asset is in warranty or not. | |
Purchase Date | It shows the asset was purchased on which date. | |
Installed Date | It shows the date of an asset installation, and the warranty begins from the date of installation of the asset. | |
Account | It shows who has purchased the asset. | |
Cases | It displays the issues or cases faced by the customer and it is cited under cases. | |
Related Assets | It shows if the asset is a combination of multiple products. | |
Features | Feature Name | Feature Name is the name by which a feature is known. |
Min Options | A minimum number of options for this feature must be part of the product bundle. | |
Max Options | A maximum number of options for this feature must be part of the product bundle. | |
Category | Assign this feature to a category such that multiple features with related options are grouped. | |
Number | A sequential number that determines how the features are sorted in the related list on the product. | |
Configured SKU | The product bundle that includes the feature if you created the feature from the product detail page should already be populated. | |
Option Selection Method | Determines how the user selects options attached to this product. “click” method presents options with checkboxes next to them. “Add” renders a button which brings up predefined options. “Dynamic” renders a button which brings up all active products. | |
Dynamic option filter field Set | The API name of the fields set that will be used when filtering dynamic options for this feature during configuration. | |
Discount Schedule | Discount Schedule to be applied to the product selected by all options in this feature. | |
Dynamic option lookup field Set | The API name of the fields set that will be used when viewing dynamic options for this feature during configuration. | |
Options | Option Name | The option name is the name by which options are known. |
Number | Set the display order of this option within the feature it’s assigned to. | |
Quantity | Quantity of the related product that should be added to the quote. | |
Quantity Edittable | Check to allow quantity to be edited even though it’s specified on the option. | |
Selected | Select the checkbox if this product option should be automatically selected by default. | |
Required | Select the checkbox if this product is required on the bundle. | |
Min Quantity | The minimum quantity allowed for this option. | |
Max Quantity | The maximum quantity allowed for this option | |
Discount Schedule | Pick up the discount schedule to be applied to the product selected by this option. this discount schedule can override the discount schedule selected on the product or feature. | |
Configured SKU | Product SKU of the bundle that is being configured with this option. If you create the option from the product detail page, this should already be populated. | |
Optional SKU | Enter or look up the product SKU that should be added when this product is selected. | |
Feature | Enter or pick up the feature that this option, this will be dependent on the configured SKU. | |
Type | Choose to which type the product belongs. For eg. use “component” if this option is dependent on the parent, use “an Accessory” if this option is dependent on the parent but quantity is independent, and use “Related Product” for related but fully independent products. | |
Bundled | Select the checkbox to indicate that the related product is bundled with the main product. bundled options have fixed quantity and zero price as price is included in the admin product leave this unchecked if the price should be added to the option. | |
Unit Price | The unit price for this option. this will override the value from the price book. | |
Discount (%) | Enter a discount(%), based on the field when the product referenced for this option is offered standalone, but you will need to extend a discount if purchased a part of this product bundle. | |
Discount(Amt) | Discount(Amt), based on the field when the product referenced for this option is offered standalone, but you will need to extend a discount if purchased a part of this product bundle. | |
B2B Components | Store | It is the final end-user website where the user will log in and buy products. |
Price Book | A price book is a list of products and their associated prices. Salesforce provides standard and custom price books, making it easy to have multiple prices for a product( Example: A product may have different prices for different locations). The standard price book is a master list of all products with their associated default or standard prices. It automatically lists all products and standard prices regardless of the custom price books that also contain them. | |
Price Book entry | Each product and its price is called a price book entry. | |
Catalogue | It is a menu of things that are available to the customers. | |
Community Cloud | Three Types Customer community, partner community, Employee Community. | |
List Price | The basic price comes on Salesforce without giving a discount. | |
Buyer group | There is a ground rule that without assigning a buyer group to a customer they cannot purchase or see any products. The buyer group also defines which Price books are under the Buyer Group. | |
Price Rule | Price Rule and the schedules which we create affect the products for a specific duration of time. Is a mass update as we need to change the price of all the products altogether. The pricing rule is done on the backend by the company. | |
Discount | It is the specific discount code which the customer will place on the website while checking out. A discount code is applied by the customer on the front end. | |
Templates in digital experience | Help centre, Build your LWR, Customer Account Portal, Customer service, Build your own, Aloha. | |
Entitlement Policy | These are the global policies that will be available for all customers for which the customers can pay or subscribe or they can be private as well. These policies are linked to the Buyer Groups. Examples: 30-day return policy, Refund policy, etc. | |
Price Adjustment Schedule | The business will decide on a base price of a product. Now in this case the business will make a schedule to give an offer during some particular months and the offers will be valid for that duration only( Example: Festive Season Sale, Diwali Sale, New Year Sale) and once that time duration passes the prices comes back to the normal. | |
Profile Permission Sets | They are used when we don’t want to show some of the features to the customers. | |
Buyer Accounts | These are the companies that are the customers of the business. | |
Buyer Users | They are the user of those companies who are our customers (Buyer Accounts). | |
Entitlements | Entitlement Name | The name of the Entitlement is the name by which entitlement is known. |
Account Name | It shows which customer has taken this Entitlement. | |
Asset Name | It shows to which assets this entitlement is linked. | |
Status | It shows the status of whether the entitlement is expired or not. | |
Per Incident | This will keep a count of how many times a person or user is using their entitlement (For example: In iPhone, a user is entitled to get a 5 times repair or replacement for their phone damage for 5 years, and after every repair, the count is maintained as a record). | |
Schedule | Schedule Name | Schedule name is the name by which price adjustment schedules are known. |
Account | This is used to select our customers for whom the schedule has to be applied. If we don’t choose the customer then the schedule will be applied to all the customers. | |
Type | It gives us the option to choose the type of discount that has to be given between Volume and Tiered. | |
Pricebook | It helps to assign the schedule to a particular Price Book. | |
Discount Unit | It helps us to provide the choice whether we want to give discount in Percent or discount in Price. | |
Price Rules | Price rule name | The price rule name is the name by which the price rule is known. |
Evaluation Scope | Event during which this rule is evaluated. | |
Condition Met | Choose the behaviour for your conditions: All is AND, Any is OR, Custom is a combination of AND/OR. | |
Calculation Evaluation Event | Specify when this rule should be evaluated. only to be used when targeting quote lines and not supported on the legacy calculator. | |
Active | Indicates whether this rule is active or not. | |
Evaluation Order | Specify the order of evaluation for this price rule. Higher ordered rules are evaluated last which means they “win” in case of conflict. | |
Product | Choose a product to associate with this rule. | |
LookUP object | API Name of the custom object that stores the lookup data. | |
Configurator Evaluation Event | When None or save is selected, the configuration scoped price rules will fire on save. when the edit is selected, the configurator scoped price rules will fire on edit and save. | |
Buyers Rule | Name | The name of the buyer group price book record. |
Is Active | Determines Whether the Buyer, Group, or Price-Book is active or not, by default it is not inactive state. | |
Last Referenced Date | The timestamp for when the current user last viewed a record related to this record. | |
LastViewedDate | The timestamp for when the current user last viewed this record. if this value is null, it’s possible that this record was referenced (Last Reference Date) and not viewed. | |
Buyer GroupID | The ID of the buyer group that the price book record is assigned to. | |
Price Book 2 Id | The ID of the price book that the assigned to the buyer group. | |
Priority | The Sequential priority is used to determine the price of a product. This field is only available for web stores that use the priority pricing strategy. |
Features of Salesforce B2B Commerce