Commerce personas and preconfigured permission sets
Key Takeaway
Only the Commerce Admin permission set gives full create, read, update, and delete (CRUD) access to stores by default. Unlike the Buyer set, the Buyer Manager set gives full CRUD on Contact records.
B2B Commerce splits store work into personas, which are task-based roles such as commerce administrator, merchandiser, buyer, and buyer manager. Salesforce provides preconfigured permission sets for most of these personas. You give each user the access their job needs by assigning or cloning one of these sets, so you don't build permissions from scratch.
Internal and external personas
A typical B2B implementation involves several task-based personas. Some are internal users and some are external users.
| Internal or external | What they do | |
|---|---|---|
| System administrator | Internal | Salesforce configuration, such as creating and configuring user accounts and enabling digital experiences |
| Commerce administrator | Internal | Commerce administration, such as creating stores, assigning members to stores, and configuring sites and permissions |
| Merchandiser | Internal | Designs and manages the storefront and decides how best to display and sell products, such as by importing products and configuring search |
| Developer | Internal | Customizes the storefront and builds advanced features, such as using APIs to integrate a third-party application or writing code for a custom component |
| Order Management administrator | Internal | Tasks such as servicing returns |
| Inventory manager | Internal | Uses Omnichannel Inventory |
| Buyer | External | A registered user who buys products or services for an organization to use or resell |
| Buyer manager | External | Manages multiple buyers within a buyer account, and multiple buyer accounts |
| Guest customer | External | Views and buys products without registering |
Buyer and buyer manager exist only for B2B stores. The shopper is the matching persona for D2C stores only.
You enable guest customers by setting up guest access as part of configuring the store.