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Buyer, buyer manager and account switcher access

Key Takeaway

Three permission sets control what logged-in buyers can do in a B2B store: "Buyer" to shop, "Buyer Manager" to also manage carts and orders for buyers linked to their account, and "Account Switcher" to move between accounts.

A B2B store gives each logged-in buyer a role through a permission set, and that role decides which store features and data they can use. As a developer, you need to know which licenses and permissions each role needs, and how components follow the account a user has switched to.

The three roles
What the user can doLicense required
BuyerAccess the store, view products and categories, add products to wishlists, and purchase productsExternal Apps License or higher
Buyer ManagerAll Buyer capabilities, plus manage carts and orders of all buyers linked as effective accounts to the buyer manager's account, plus manage contacts and reportsCustomer Community Plus license or higher
Account SwitcherSwitch between accounts, for example to buy on behalf of another account. Available to buyers and buyer managers.Customer Community Plus license or higher

B2B Commerce provides preconfigured permission sets for buyers and buyer managers. You use them to manage access to store features and data. If you don't want to use them as they are, Salesforce recommends cloning them and customizing the clones.

Salesforce Accredited B2B Commerce Developer Professional Study Guide

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Manage data intelligently with regard to relationships and integrations as needed to support getting a B2B Storefront established and running

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