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Salesforce B2B Commerce

Start Package

Essential

from

by request

Effortless B2B Commerce Hub

A fully-working B2B storefront is created for you

Your buyers can:

Search for the products (either using product name/sku or throug the product category hierarchy)
Make quick orders
Examine the product details
Add products to wishlists
Create carts from the wishlists
Check Order History
Make reorders
During the checkout - select shipping address from the prepopulated list
Inspect their account details

Your Backoffice stuff can:

Track accounts, contacts user information
Create buyer groups
Set up storefront product catalog
Create shipping address for accounts
Customize application to show only the products buyer is entitled to see
Create personal prices for accounts
Personalyze storefront appearance
Track user’s carts and orders
Access analytical reports and dashbords

Commerce related data is imported to Salesforce

Post Go-Live support

Show features

Growth Start

from

by request

Seamless B2B Shopping Experience

All features from Essential

Your buyers can:

Search the store and complete the order as a different user
Browse the store as a guest user
Register to the store
Buyer managers can check buyer group members and their carts and create new buyer from inside the storefront

Your Backoffice stuff can:

Configure account switcher and buyer managers functionality

Show features

Ultimate Start

from

by request

Scale up your business

All features from Growth Start

Your buyers can:

Examine product variations on the Product Detail Page (PDP)
Consider price adjustments when buying more items of the same product (PDP)
Self-create shipping address records during checkout

Your backoffice can:

Set up product variations
Configure shipping address form (checkout)

Show features

Simple and Sustainable

Pricing

Features

Essential

4-6 weeks

Growth Start

4-6 weeks

Ultimate Start

4-6 weeks

Discovery and Design

Discovery Interviews
Design Documentation

Discovery Interviews
Design Documentation

Discovery Interviews
Design Documentation

Development and Configuration

Enable Experience Cloud (if not yet enabled)
Enable Commerce Features and Order Preferences
Enable CMS + create one CMS Collection
Sharing settings configuration:
- Configuration for one admin profile
- Configuration for one Customer
User profile
Page layouts configuration:
- Product Page Layout-
Order Summary Page Layout
- Order Delivery Group Summary Page Layout
- Account Page Layout
+ Account Record Page for commerce setup
Create and configure a buyer permission set
Commerce reports (up to 3 reports)
Commerce Setup Customization
Create a store (Aura Template)
Map Community and CMS Channel
Sample data load/configuration:
- Set up a catalog and Categories. Add Products to Categories (Simple Products only)
- Setup Pricebooks
- Create/configure Buyer Accounts, Contacts and Buyer Groups
- Create and Customize Entitlement Policies, add products to the entitlement policies
Customize experience builder components (PDP, Search Results/PLP, cart)
Setup checkout flow
Register Reference Implementation Classes (no implementation included)
Activate a Store
Run reindex
No guest user functionality enabled
Deployment to Prod

Enable Experience Cloud (if not yet enabled)
Enable Commerce Features and Order Preferences
Enable CMS + create one CMS Collection
Sharing settings configuration:
- Configuration for one admin profile
- Configuration for one Customer User profile
Page layouts configuration:
- Product Page Layout
- Order Summary Page Layout
- Order Delivery Group Summary Page Layout
- Account Page Layout
+ Account Record Page for commerce setup
Create and configure permission sets (Buyer + Account Switcher + Buyer Manager)
Enable Account Switcher functionality
Enable Buyer Manager functionality
Commerce reports
Commerce Setup Customization
Create a store (Aura Template)
Map Community and CMS Channel
Sample data load/configuration:
- Set up a catalog and Categories. Add Products to Categories (Simple Products only)
- Setup Pricebooks
- Create/configure Buyer Accounts, Contacts and Buyer Groups
- Create and Customize Entitlement Policies, add products to the entitlement policies
Customize experience builder components (PDP, Search Results/PLP, cart)
Setup checkout flow
Register Reference Implementation Classes (no implementation included)
Activate a Store
Run reindex
Enable Guest User Browsing (Checkout is not available for guest users)
Add Registration Form (Dummy Account will be used for newly registered users)
Deployment to Prod

Enable Experience Cloud (if not yet enabled)
Enable Commerce Features and Order Preferences
Enable CMS + create one CMS Collection
Sharing settings configuration:
- Configuration for one admin profile
- Configuration for one Customer User profile
Page layouts configuration
+ Account Record Page for commerce setup
Create and configure permission sets (Buyer + Account Switcher + Buyer Manager)
Enable Account Switcher functionality
Enable Buyer Manager functionality
Commerce reports
Commerce Setup Customization
Create a store (Aura Template)
Map Community and CMS Channel
Sample data load/configuration:
- Set up a catalog and Categories. Add Products to Categories (Including Product Variations)
- Setup Pricebooks
- Create/configure Buyer Accounts, Contacts and Buyer Groups
- Create and Customize Entitlement Policies, add products to the entitlement policies
Customize experience builder components (PDP, Search Results/PLP, cart)
Setup checkout flow
Add the possibility to create Contact Point Addresses in the Shipping component (so that a user has an option to either use existing or create a new address during the checkout)
Register Reference Implementation Classes (no implementation included)
Activate a Store
Run reindex
Enable Guest User Browsing (Checkout is not available for guest users)
Add Registration Form (Dummy Account will be used for newly registered users)
Price Adjustment Schedules configuration (up to 10 items)
Deployment to Prod

Adoption

Admin training
User training

‍

Admin training
User training

Admin training
User training

Data migration

Products with Categories - up to 200
Pricebooks - up to 5 (+ related Pricebook Entries)
Buyer Groups - up to 10Account/Contacts/Users - up to 300 (+ related ContactPointAddresses)
Entitlement Policies - up to 10
Order Delivery Methods - up to 10+ all related junction objects
CMS Content import (for the related products/categories)

Products with Categories - up to 300
Pricebooks - up to 8 (+ related Pricebook Entries)
Buyer Groups - up to 10Account/Contacts/Users - up to 500 (+ related ContactPointAddresses)
Entitlement Policies - up to 10
Order Delivery Methods - up to 10
Delegated Accounts (Account Switcher Functionality)+ all related junction objects
CMS Content import (for the related products/categories)

‍

Products with Categories - up to 1000 (Including Simple and Variation Products)
Pricebooks - up to 10 (+ related Pricebook Entries)
Buyer Groups - up to 10Account/Contacts/Users - up to 500 (+ related ContactPointAddresses)
Entitlement Policies - up to 10Order Delivery Methods - up to 10
Delegated Accounts (Account Switcher Functionality)+ all related junction objects
CMS Content import (for the related products/categories)

‍

Post-Go-Live

Support

Support

Support

* Total effort related to management items boundaries

Addons

Salesforce B2B Commerce

Quick Start Benefits

Rapid Implementation: Quick Start is designed to accelerate the implementation process, allowing businesses to launch their B2B e-commerce platform more quickly than traditional implementations. It may result in a faster time-to-market and a greater return on investment.

Out-of-the-Box Functionality: B2B Commerce Quick Start comes with preconfigured templates, workflows, and features tailored for B2B e-commerce. This reduces the need for extensive custom development and simplifies the setup process.

Customization Options: While Quick Start provides preconfigured functionality, it also allows for customization to meet specific business requirements. You can tailor the platform to your branding, products, pricing, and workflow needs.

Scalability: Salesforce B2B Commerce is built on the Salesforce platform, which is highly scalable. Quick Start sets up a foundation that can accommodate future growth and expansion as your B2B e-commerce business evolves.

Integration Capabilities: B2B Commerce Quick Start can be seamlessly integrated with other Salesforce products and third-party applications, enabling a connected ecosystem that streamlines processes and data sharing.

Mobile Responsiveness: B2B Commerce Quick Start ensures that your e-commerce platform is mobile-responsive, allowing your customers to access and make purchases from any device, enhancing their shopping experience.

Self-Service Portals: With Quick Start, your B2B customers can place orders, see order history, access product information, and manage their accounts independently.

Personalization: B2B Commerce allows you to offer personalized product recommendations and pricing to your customers based on their entitlements. That leads to better customer experience and increased sales.

Multi-Channel Sales: Quick Start helps you expand your B2B sales channels by enabling online ordering, and it can be integrated with offline sales channels for a unified customer experience.

Real-time Inventory Management: By integrating with your ERP or other system, B2B Commerce Quick Start allows you to track inventory in real time, so your customers and sales team can make informed decisions about product availability.

Enhanced Customer Insights: With B2B Commerce, you can capture valuable customer data and insights, which can be used for targeted marketing and sales strategies.

Quick Start Stages

1. The First Call

We get to know all the stakeholders, requirements, and deadlines and schedule meetings to prepare the Statement of Work (SOW) — the duration is approximately 60 minutes.

2. The Discovery Call

We will clarify your goals and show you the list of possible solutions—the duration is approximately two meetings, 120 minutes each.

3. Your Salesforce Platform Development and Configuration Review

Together, we will review the functionality of your brand-new system, guide you through the user interface, and make any necessary adjustments. We will conduct these sessions weekly to ensure a smooth and optimized experience.

4. Preparation for Data Migration and the Migration Itself

We offer ready-to-use templates, guidelines and assist in building data mapping. Your task is to follow the provided directions. The duration may vary depending on the volume of data.

5. The Training

We train all stakeholders to use the system correctly — the duration is approximately 120-180 minutes.

6. User Acceptance Testing

We collaborate closely with your team to double-check and thoroughly test the system, ensuring it aligns with your requirements and operates smoothly. We guarantee that the system runs appropriately and meets your expectations.

7. Post Go-Live Support

We are committed to promptly resolving any issues that arise during the initial weeks after the release. Our dedicated support team is here to assist you, ensuring a smooth transition and helping you gain confidence in the software's reliability.

FAQs

What are the Most Popular Quick Start Packages?

We frequently configure Sales Cloud and Service Cloud within Salesforce Customer 360 Platform setup, as they are vital for various businesses. Salesforce Lightning helps you customize and enhance these components, delivering a flexible and more productive user interface.

Why Should We Choose Redtag for Quick Start Implementation?

Redtag has a lot of experience helping companies start with Salesforce quickly. We leverage pre-built templates to simplify the process and make it affordable and straightforward. You work with the same team members throughout the project and may be confident we assign the right talents to tackle your problems.

What’s In The Package?

The Quick Start service assists you with a smooth Salesforce (varies with your Salesforce Cloud Technology) adoption and implementation, preserving all your existing data migrated over. You can rely on a dedicated consultant and a QA team to ensure your success. We conduct regular meetings to discuss progress, user testing and acceptance, and training to ensure all stakeholders use Salesforce effectively. Let’s go through our Salesforce Quick Start guide to make it clear.

Quick Start Advantages

Salesforce Quick Start service assists you in adopting and implementing Salesforce smoothly (varies based on your Salesforce Cloud Technology). It ensures the preservation of all your existing data during migration. We conduct regular meetings to discuss progress, user testing, acceptance, and training, guaranteeing effective utilization of Salesforce by stakeholders.

What’s Not Included?

The Quick Start implementations are primarily designed to provide a time-limited and service-limited out-of-the-box solution that caters to the specific requirements of each business and serves as a sufficient starting point for Salesforce. However, it's important to note that certain items may be excluded from the defined scope of work.

Custom integrations;
Payment processing;
Marketing automation;
Middleware configuration;
Tailored mobile solutions;
Third-party storage services integration.

Pricing

Your final price varies with the selected Salesforce Quick Start Packages and your requirements.

Health Check

Solution Design & Implementation

Managed Services

Staffing

Boston

New York

Chicago

Webinars

Podcasts

Salesforce B2B Commerce

Start Package

by request

by request

by request