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Merchandising Your Site

As a merchant responsible for ecommerce at your organization, you have a depth of experience in your industry and brand that you can apply to your storefront. Salesforce B2C Commerce lets you control most of the configuration of your site directly through Business Manager.

Use these links to find more information on the main functional areas that are used by online marketers or merchandisers in configuring the storefront.

Catalogs, Categories, and Products Create image, product, category, and catalog data for your storefront.
Content Assets Add or remove content assets for your storefront. Content assets are the images and non-product pages for your storefront.
Campaigns and Promotions Create campaigns and promotions to target specific customers and increase sales. Campaigns and promotions tie together images and discounts for your site storefront.
Content Slots Configure content slots to show images or text on a scheduled or permanent basis. Content slots are the areas of your site dedicated to specific content assets. For example, you can have a content slot on all category pages that is dedicated to featured products in that category..
Commerce Cloud Einstein Configure artificial intelligence-powered tools for product recommendations and predictive sort, which enable you to customize and sort search results based on shopper interest data.
Gift Certificates Issue or view reports on gift certificates.
Customers Identify customer groups to which you can target campaigns and promotions.
Search Configure your storefront category navigation. Create and troubleshoot the keyword search for your storefront. Optimize your position in the search rankings of major search engines, such as Google or Yahoo.
SEO Configure search engine optimization settings to optimize your site. Configure sitemaps settings to optimize your site for the organic (unpaid) results of external search engines.
Ordering Configure payment processors, payment methods, shipping methods, and basket persistence options.
Store Locations Load and test store geolocation zip code data for store location functionality
Analytics Determine how customers are using your storefront and analyze traffic patterns, customer purchases, and other reports.
Active Merchandising Determine product trends and profitability.
A/B Testing Determine the best promotional and storefront layout strategies.

The first priority in merchandising your site is creating a catalog and category structure. Deciding this requires strategic thinking about the navigation of your storefront, along with other considerations. When your category structure is in place, you can configure your products. For information about building your category structure, see Building Your Site Structure.

  • Catalogs, Categories, and Products
    A Salesforce B2C Commerce storefront implementation uses a Catalog, Category, and Product architecture to organize your storefront. Product data is stored in a catalog, and the stored product data is organized by categories.
  • Recommendations
    Salesforce B2C Commerce enables you to implement recommendations using a variety of approaches.
  • Page Designer Pages
    Merchants can easily create engaging pages using Page Designer.
  • Campaigns and Promotions
    In the Business Manager Online Marketing module, you can create campaigns and A/B tests that act as wrappers, containing experiences that include promotions, content slots, and sorting rules. Slot configurations and sorting rules, however, don't need to be assigned to campaigns or A/B tests to take effect. Slot configurations can be scheduled outside the context of a or an A/B test. A default sorting rule can be set for a category in a storefront catalog outside the context of a campaign or A/B test.
  • Gift Certificates
    Create gift card certificates for shoppers to use on your storefront. Shoppers can purchase a gift certificate and email it to a recipient of their choice, redeem a gift certificate as a method of payment, and check a gift certificate balance. You can create gift cards, report on gift certificate statistics, and import and export gift certificates. You can also process gift cards programmatically. See B2C Commerce API documentation for more information.
  • Commerce Cloud CDP Connector
    You can use the Commerce Connector to set up data ingestion from your B2C Commerce Cloud instance to Salesforce CDP. When you connect B2C Commerce Cloud to Salesforce CDP, you can segment cross-cloud data to create unified shopper profiles. In Business Manager, you can use the profiles to create customer groups to direct purposeful and intelligent commerce experiences to registered shoppers.
  • Search and Navigation
    Salesforce B2C Commerce enables you to control how customers find your products on your own site as well as through external search engines, such as Google.
  • Ordering
    You can use Business Manager to manage many aspects of your site's order processing requirements. For example, you can: view and modify order and payment information, edit order attributes, add a note to an order record, send emails to confirm order, payment, or shipping status, cancel an order, or create a custom email, export orders export orders.
  • Multi-Currency Sites
    The Salesforce B2C Commerce multi-currency sites feature enables you to sell products in multiple countries or regions. You use the feature so that your customers can browse products and checkout carts in their preferred purchase currencies.
  • Analytics
    The Reports & Dashboards app gathers, analyzes, and synthesizes data from your realm, and configures it into logical data sets called dashboards. You can use the Reports & Dashboards portal, to review your site's sales, product, promotion, technical, traffic and other data. Each dashboard presents analytics that help you identify trends over time.
  • Batch Processing
    Use batch processes for certain Business Manager tasks related to catalogs, categories, customers and products.

Infocenter Retirement: On June 30, 2023, the Infocenter was retired, and documentation currently hosted on the Infocenter will be published to Salesforce Help, Commerce Cloud Developer Center, and Salesforce B2C Commerce Developer Documentation Resources. For more information, see the release note.