Commerce data import assignments for a new store
Key Takeaway
A product import can't assign products to a buyer group. To reach a buyer group, the CSV file names an existing entitlement policy that links the group to products. The first price in each row becomes the product's standard price.
When you create a B2B store, Salesforce automatically creates the supporting records the store needs: a catalog with one category, a buyer group, an entitlement policy, a price book, a strikethrough price book, and a CMS workspace with a public channel. A product import from a CSV file assigns products to some of these records, but not to all of them. Before you import, you need to know which assignments the import can make, what must exist first, and how the import picks each product's standard price.
Default records a new store creates
Creating a B2B store automatically creates these required default records, so a new store is ready for imported products.
- Catalog: named after the store, such as MyStore Catalog for a store named MyStore. The catalog starts with one default category, Products.
- Buyer group: a collection of accounts that share access to specific entitlements.
- Entitlement policy: defines which products and product information shoppers can see, based on their buyer group membership. A B2B store can have more entitlement policies besides the default.
- Price book and strikethrough price book: both named after the store, such as MyStore Price Book and MyStore Strikethrough Price Book.
- CMS workspace: created for the store, together with a public channel to that workspace.
The only default record you can delete is the category.