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Store metadata deployment tool options

Key Takeaway

Change sets work only between orgs affiliated with the same production org, so between unrelated orgs, use Salesforce CLI with Metadata API retrieve and deploy commands. Deploy the store metadata first and the experience metadata second.

Store metadata deployment moves a B2B Commerce store's setup from one org to another, for example from a sandbox to production. Salesforce offers several tools for this. They range from point-and-click change sets that admins run in Setup to command-line and release management tools built for larger teams. Which tool fits depends on how the source and target orgs are related and how your team works.

Deployment tool options

The main tool options for store metadata deployment are these:

Change sets
Metadata API
Salesforce CLI with Salesforce DX
DevOps Center
Third-party tools, such as Gearset, Copado, Flosum, and AutoRABIT

Many of the third-party tools integrate with Salesforce DevOps.

Salesforce Accredited B2B Commerce Administrator Professional Study Guide

Platform Administrator
Platform App Builder
Platform Foundations
Platform Developer
Platform Administrator II
Agentforce Sales Consultant
Agentforce Service Consultant
Platform Data Architect
Platform Development Lifecycle and Deployment Architect
Platform Identity and Access Management Architect
Platform Integration Architect
Platform Sharing and Visibility Architect
Heroku Architect
B2C Solution Architect
Experience Cloud Consultant
Agentforce Field Service and Operations Consultant
Agentforce Nonprofit Consultant
Data 360 Consultant
Omnistudio Consultant
CRM Analytics and Einstein Discovery Consultant
Platform User Experience Designer
Platform Strategy Designer
B2C Commerce Developer
JavaScript Developer
Omnistudio Developer
Platform Developer II
Marketing Cloud Engagement Administrator
Marketing Cloud Engagement Specialist
Marketing Cloud Engagement Consultant
Marketing Cloud Account Engagement Specialist
Marketing Cloud Next Consultant
Agentforce Sales Foundations
Business Analyst
Marketing Cloud Engagement Developer
Marketing Cloud Engagement Foundations
Agentforce Specialist
Agentforce Life Sciences Consultant
B2B Commerce Administrator AP
B2B Commerce Developer AP
Agentforce Communications AP
Agentforce Consumer Goods AP
Agentforce Financial Services AP
Agentforce Health AP
Agentforce Manufacturing AP
Public Sector Solutions AP
Revenue Cloud Consultant
MuleSoft Integration Foundations
MuleSoft Developer
MuleSoft Developer II
MuleSoft Platform Integration Architect
MuleSoft Platform Architect
Tableau Desktop Foundations
Tableau Data Analyst
Tableau Consultant
Tableau Server Administrator
Tableau Next Consultant
Tableau Architect
Slack Administrator
Slack Consultant
Slack Developer

Checklist progressProgress

0/149Learned

Checklist progressProgress

0/149Learned

B2B buying patterns and markets B2B Commerce serves
Running natively in the Salesforce org with shared CRM data
Platform security, scalability and trust inherited by stores
Reusing standard platform tools in B2B Commerce
Experience Cloud as the B2B storefront foundation
LWR application model benefits for B2B stores
Low-code store setup and time to value
Buyer self-service capabilities that differentiate B2B stores
Account-based assortments and contract pricing as a differentiator
Multiple stores, channels and markets from one org
Connecting commerce with Sales, Service and Marketing clouds
Order Management and Omnichannel Inventory alongside B2B Commerce
Salesforce Payments and partner tax and shipping integrations
Supported editions and Lightning Experience requirement
B2B Commerce license models and allocations
Positioning B2B Commerce against standalone ecommerce platforms

Business value of B2B Commerce on the Salesforce Platform
Supported editions and Commerce Growth versus Advanced
Core B2B Commerce data model objects and their roles
Lightning Web Runtime (LWR) application model for Commerce stores
Refreshed Commerce app navigation and workspaces
Commerce personas and preconfigured permission sets
Store access options: buyer accounts, self-registration and guest browsing
Buyer group assortment and pricing personalization
Buyer group price books and store pricing strategy
Product bundles, sets and variation products
Website Design workspace versus Experience Builder
Store navigation and merchandising components
Standard Commerce components for repeat and bulk ordering
Search configuration with searchable fields, filters, and sort rules
Commerce Promotions building blocks and targeting
Managed checkout versus custom checkout
Payment, tax, and shipping integrations for store checkout
Order emails and the site-unavailable experience
Store languages, translations and currencies for global selling
Search engine optimization settings for B2B stores
Order Management and Omnichannel Inventory with B2B stores
Declarative Commerce app capabilities versus custom development

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

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WebStore as the hub of the store data model

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Commerce Setup Assistant versus manual Commerce setup

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Org feature prerequisites for a manually configured B2B store

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Commerce Business User profile for internal store users

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Commerce page layouts for Account, Product and price book entry

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Choosing the store type at store creation

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LWR versus Aura templates for B2B stores

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Adding a B2B store to an existing Experience Cloud site

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Store-to-site association with WebStoreNetwork

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Default records created with a new B2B store

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Store CMS workspace and public channel

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Store languages, currencies and locales

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Store country and tax type settings

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State and country picklists for LWR stores

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Store catalog and category structure

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Standard, store and strikethrough price books

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Buyer accounts, buyer groups and buyer group members

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Buyer group price books and price book entries

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Commerce entitlement policies and product visibility

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Commerce data import assignments for a new store

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Guest buyer profile and guest access store options

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Person accounts for guest shoppers in a B2B store

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Store cart options and the WebCart record

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Checkout expiration settings on the store

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Store search options for faceting and entitlement checks

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Store home page setup tasks and preview

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Publishing versus activating a B2B store

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Welcome email behaviour at store activation

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Custom domain and Salesforce CDN for a B2B store

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Custom URLs for LWR versus Aura stores

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Publishing an LWR B2B store as a mobile app

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Store metadata deployment tool options

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Store configuration migration with change sets

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Deployment order of store metadata, Experience bundle and object data

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Catalog-to-store assignment and catalog sharing across stores
Category and subcategory creation in the Commerce app
Assigning products to categories for store availability
Primary category selection and Product Detail page breadcrumbs
Category menu visibility and sort order on the storefront
Category structure planning with filters and values
Category hierarchy depth and category count limits
Product classes for simple, variation parent and variation products
Variation attributes and attribute sets
Adding variations to a product in the Product workspace
Variation attribute display types on product and listing pages
Product variation display options in search results
Making product variations and variation attributes searchable
Search index rebuilds after category, product and variation changes
CSV import file format for products, categories, price books and variations
Commerce CSV product import limits and job considerations
Importing product images with a CSV file
Bulk product updates through an export and reimport round trip
Commerce CSV import versus Data Loader for product data
Store supported languages and default language
Translation Workbench and data translation setup for store data
Manual versus bulk translation of product, category and promotion data
Bulk translation file formats and source files
Translating product variation attribute names
Localizing store component labels in Experience Builder

Business value of Salesforce CMS for product content across channels
Salesforce CMS versus Knowledge, Files, and CMS Connect for store content
Enhanced versus non-enhanced CMS workspaces
Public versus restricted CMS channel connection types
Product and category media types and where they display
Adding product media from a CMS workspace or by direct upload
Product image and video guidelines for the store gallery
Global versus store-level product image import with CSV
Publishing, scheduling and unpublishing CMS content for a store
Displaying CMS content on store pages in Experience Builder
Making content from additional CMS workspaces available to a store
Translating CMS content for a multilingual store
Moving CMS content between sandbox and production

Commerce personas for B2B store users
User licenses for buyers, buyer managers and account switchers
Buyer versus Buyer Manager permission set capabilities
Store community membership for profiles and permission sets
Methods for adding buyers to a B2B store
Product default external access in organization-wide defaults
Self-registration for a B2B store
Guest access for a B2B store
LWR versus Aura store templates and components
Permissions and site roles for customizing a store site
Store branding with Experience Builder themes and assets
Previewing and publishing store changes in Experience Builder
Category-based default store navigation
Entitled-only category visibility in store navigation
Product card display on search and category pages
Cart page and Cart Badge configuration
Checkout page design in Experience Builder
Store theme layouts for My Account and custom header or footer pages
Buyer account addresses and store address pages
Separate profile menus for buyers and buyer managers
Account Switcher permission set setup and address access
Account Switcher option in the store profile menu
Prerequisites for buying on behalf of external accounts
External Managed Account configuration and account sharing
Least-privilege permission set practices for store users
Service Not Available page for an unavailable store
Trusted sites for external scripts in a store
Knowledge articles and other Experience Cloud features in a store

Troubleshooting Assistant for product visibility issues
Buyer account enablement and buyer group membership gaps
Entitlement policy gaps that hide products from buyers
Store catalog and category assignment checks
Price book and buyer group pricing gaps at launch
Category navigation menu and search index updates
CMS public channel domain alignment with the store domain
Self-registration failures and store creator role assignment
Buyer versus Buyer Manager permission gaps in a live store
Checkout failures from store integration and payment setup
Aura store publishing language and checkout failures

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Store metadata deployment tool options

Key Takeaway

Change sets work only between orgs affiliated with the same production org, so between unrelated orgs, use Salesforce CLI with Metadata API retrieve and deploy commands. Deploy the store metadata first and the experience metadata second.

Store metadata deployment moves a B2B Commerce store's setup from one org to another, for example from a sandbox to production. Salesforce offers several tools for this. They range from point-and-click change sets that admins run in Setup to command-line and release management tools built for larger teams. Which tool fits depends on how the source and target orgs are related and how your team works.

Deployment tool options

The main tool options for store metadata deployment are these:

Change sets
Metadata API
Salesforce CLI with Salesforce DX
DevOps Center
Third-party tools, such as Gearset, Copado, Flosum, and AutoRABIT

Many of the third-party tools integrate with Salesforce DevOps.