Commerce page layouts for Account, Product and price book entry
Key Takeaway
For manual Commerce setup, add the Commerce related lists to the Account, Product and Price Book Entry layouts. Then assign the new layouts to the Commerce Business User Profile so internal users see them.
Commerce stores need extra information on standard Salesforce records: buyer groups and contact point addresses on accounts, SKUs and categories on products, and price adjustments on price book entries. Commerce page layouts are page layouts on the Account, Product and Price Book Entry objects that add those fields and related lists. Internal users can then manage Commerce data from the record. When you set up Commerce manually instead of using the Commerce Setup Assistant, you build these layouts yourself in Setup under Object Manager.
How to build the Commerce page layouts
You build one layout per object. For Account and Product, you create new layouts. For Price Book Entry, you start from the existing layout and save it under a new name.
- In Setup, go to Object Manager | Account | Page Layouts and create a Commerce Account Layout. Add the Contact Point Addresses and Buyer Groups related lists. The account page manages customer accounts, including their contact point addresses and buyer groups.
- Go to Object Manager | Product | Page Layouts and create a Commerce Product Layout. Add the Product SKU, Product Class and Stock Keeping Unit fields to the Product Detail section. Then add the Related Product Categories, Commerce Entitlement Policies and Related Product Selling Model Option related lists.
- Go to Object Manager | Price Book Entry | Page Layouts and open the existing Price Book Entry layout. Drag the Active Price Adjustment and Product Selling Model related lists into the Related Lists section. Save the layout as Commerce Price Book Entry.