Commerce personas for B2B store users
Key Takeaway
A merchandiser gets the preconfigured Merchandiser permission set with the Identity user license. A buyer manager, who can work with carts and orders that other buyers own, gets the Buyer Manager permission set with a Customer Community Plus or higher license.
Commerce personas are the task-based roles in a Commerce implementation. A typical B2B implementation has several, such as the commerce administrator, merchandiser and developer. Personas range from internal staff who build and run the store to external users who shop in it. Many personas come with a preconfigured permission set. You give a user the right access by assigning that permission set together with the right license. In B2B stores, the external personas are the buyer, the buyer manager and the guest customer.
Internal personas
Internal personas are your own staff, who set up and run the store. The system administrator does Salesforce configuration, such as creating user accounts and enabling digital experiences. The other internal personas each own a different part of the commerce work.
| Persona | Work it owns | Permission set |
|---|---|---|
| Commerce administrator | Site configurations and permissions, such as creating stores and assigning members to stores | Commerce Admin (preconfigured) |
| Merchandiser | Designing and managing the storefront, such as importing products and configuring search | Merchandiser (preconfigured) |
| Inventory manager | Configuring and managing inventory with Omnichannel Inventory | Omnichannel Inventory Manager (preconfigured) |
| Order Management administrator | Order Management tasks, such as servicing returns | A permission set that includes the Salesforce Order Management permission license and access to the Order Management console app |
| Developer | Customizing the storefront with APIs or custom code | Permissions depend on the tasks the developer performs |
For the commerce administrator, merchandiser, inventory manager and Order Management administrator, pair the permission set with the Identity user license.
Priya joins your team to create stores and assign members to them. That work belongs to the commerce administrator persona. You give Priya the Commerce Admin permission set and pair it with the Identity user license.