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Commerce Setup Assistant versus manual Commerce setup

Key Takeaway

The Commerce Setup Assistant configures the org first, through "Get Started" on the Salesforce Commerce Setup tile, and then creates the store. You approve each change before it runs. With manual setup, you turn on each feature yourself in Setup, and you also edit the organization-wide sharing defaults for Commerce objects.

Before a B2B store can sell, the Salesforce org needs Commerce features, licenses, and permissions turned on, and then a store has to be created. The Commerce Setup Assistant automates both stages as a guided flow. Manual setup is the alternative for admins who choose not to use the assistant. On the manual path, you turn on each feature, set sharing defaults, build profiles and page layouts, and create the store from Setup.

Two stages of Commerce setup

Commerce setup has two stages: configure the org for Commerce, then create the store.

The Commerce Setup Assistant covers both stages with two tiles. The Salesforce Commerce Setup tile configures the org. The Start Selling Online tile creates the store.

The Commerce Setup Assistant and the Store Setup Assistant work together as one guided path for store creation. The path is simplified to get you selling as fast as possible.

Manual setup is for admins who choose not to use the Commerce Setup Assistant. Both paths end on the store home page, which lists the remaining setup tasks.

Salesforce Accredited B2B Commerce Administrator Professional Study Guide

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Demonstrate understanding of deployment options available and the store deployment life-cycle including all supporting objects and their related configuration

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Store country and tax type settings

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