Cert++
Close

External Managed Account configuration and account sharing

Key Takeaway

An External Managed Account lets a buyer switch into an account they aren't a contact of, but Authorized Access decides what they can do there. To purchase for that account, the buyer needs Buy For. To manage its users, the buyer needs Manage Users plus the Delegated External User Administrator permission on their profile.

An External Managed Account lets a B2B buyer work in an external account, which is an account they are not a contact of. In the store, the buyer moves into that account with the Account Switcher. There they buy on its behalf, manage its users, or both, depending on the access you grant. Setup has three parts: the External Managed Account record, a manual share of the external account with the buyer, and an Account Switcher item in the store's profile menu.

External accounts and External Managed Accounts

You give a buyer access to an external account by assigning them the "Buyer Manager" role and configuring an External Managed Account. The External Managed Account record names three things: the managing user, the target account, and the type of access the user has on that account.

The user named on the record can switch between their own account and the target account. They can also view all contacts associated with the target account. External managed account access is only available for Experience Builder sites.

Salesforce Accredited B2B Commerce Administrator Professional Study Guide

Checklist progress

0/149Learned

Leverage platform features such as Experience Cloud to enhance the Buyer and Buyer Manager experiences

0/28

Self-registration for a B2B store

Learn this concept

Guest access for a B2B store

Learn this concept

Prepare for the Exam

Play Today's Certle

Study Community

Ask questions and get the latest info from other Salesforce Accredited B2B Commerce Administrator Professional studiers.