Basics of Ecommerce - Using Salesforce Commerce Cloud

Explore e-commerce business models, from B2C and B2B to C2C and C2B, and how mixed models combine these approaches.

Explore ecommerce revenue models, including retail, wholesale, dropshipping, subscription, and crowdfunding, and compare wholesale versus dropshipping with emphasis on inventory management, order fulfillment, and shipping.

Learn about e-commerce modules such as catalog, marketing, and order, and how module dependencies define system structure with high intra-module and low inter-module coupling.

Explore how Salesforce Commerce Cloud realms organize cloud deployments, distinguishing single realm from multiple realm setups, explain data boundaries and how data cannot be shared across regions.

The session demonstrates ecommerce site types with demos: a single-brand B2C site, a login-based B2B portal, and a consumer-to-consumer marketplace.

Explore Salesforce commerce cloud tools, including the storefront, business manager, control center, and account manager, and learn how API clients, single sign-on, and OpenID Connect secure access and roles.

Define and compare master catalog and sales catalog, explaining how categories, products, attributes, prices, and navigation create a consistent multi-channel shopping experience.

Learn how to manage catalogs and categories in Salesforce Commerce Cloud, linking products to multiple categories, and using primary versus classification rules to drive breadcrumbs and dynamic assignments.

Explore the catalog's product types in Salesforce Commerce Cloud, including standard products, option products, variation with options, variation master and variation product, product sets, and bundles.

Explore pricing concepts in ecommerce, including list price and offer price with discounts, and learn how price lists per currency govern product pricing across multiple currencies.

Explore pricing in Salesforce Commerce Cloud: set list and sale prices, manage price books across currencies, and bulk import pricing with valid from and to dates.

Delve into the member and user modules in Salesforce Commerce Cloud, covering user groups, permissions, roles, customer groups, customer list, and segments, plus single sign-on significance for sites.

Understand the distinction between users and customers in ecommerce, including guest vs registered customers and how back-office users manage site operations.

Roles map to permissions in Salesforce Commerce Cloud, defining areas of work such as customer service, merchandising, development, and lead responsibilities, with users able to hold multiple roles.

Understand how a customer list ties customers to one or more sites, and how customer groups, as subsets of that list, enable exclusive access and targeted promotions across sites.

Learn how single sign on authenticates once and lets you access multiple applications, powered by identity providers, OAuth, LDAP, and SAML within Salesforce identity and account manager.

Learn the difference between users and customers, and explore how customer lists are shared across sites while customer groups remain site-specific and act as subsets of those lists.

Learn how admins create roles, assign users, and grant read and write permissions across modules and contexts such as the FAQ, aligning functional permissions for dev, QA, and operations.

Explore content slots as empty containers that display static or dynamic content, including product carousels and banners, with scheduling to show content by global context, category, or folder.

Explore how content slots and assets drive your storefront in Salesforce Commerce Cloud, learn to locate, link, and manage content assets, and configure product slots on the home page.

Explore how content assets live in folder-based library structures and link to content slots, with examples like about us and terms, and learn the path order: environment, folder, content, html.

Learn how search engine optimization boosts website ranking and traffic by using SEO friendly URLs, crawlers, sitemaps, robots.txt, and redirects across product, category, and filter pages.

Learn about a 25% off promotion on suits and SEO URL rules for categories and products in Salesforce Commerce Cloud.

Explore how personalization analyzes user behavior on Commerce Cloud with Einstein to deliver tailored product recommendations on product pages, search results, reminder emails, and immersive augmented reality experiences.

Explore the order module in e-commerce, covering the end-to-end journey from product selection to order fulfillment, including promotions, shipping, taxes, payments, inventories, and deliveries.

Explore how promotions drive ecommerce sales with catalog, order, and shipping level offers, coupon codes, and promotion conditions, including stacking rules and campaign targeting (buy X, get Y; free shipping).

Explore how shipping methods determine delivery options, lead times, costs, and exclusions based on products, addresses, and warehouses, including standard, express, and in-store pickup.

Understand net versus gross tax policies, value-added tax (vat) and sales tax concepts, and jurisdictional rates by state; compare tax providers with offline nightly updates and checkout implications.

Watch a live demo of taxes in Salesforce Commerce Cloud, covering net versus gross taxation and how address mapping to jurisdiction applies country or state tax rates.

Explore inventory management in e-commerce, including inventory lists, sku records, site and country precedence, perpetual stock, preorder and backorder concepts, and handling stock scenarios.

Learn how payment methods, gateways, and processors interact in ecommerce, including how merchant accounts and settlements enable secure card transactions from checkout to bank.

Illustrate an end-to-end payment flow from the payment page through the payment gateway and processor to Visa and the issuing bank, culminating in authorization, order placement, shipment, and settlement.

Demonstrates end-to-end checkout with payment methods and processors, then explores variation-based inventory, stock allocation, and perpetual, pre-order, and back-order concepts.

Learn the end-to-end shipment and order flow—from stock reservation and order export to SAP, shipping label generation, pick and pack, and issuing a tracking number for customer tracking.

Learn how ecommerce returns work, including simple and automated returns, return reasons, eligibility criteria, and the approval process before refunds.

Explore the end-to-end ecommerce return flow, from shopper initiated returns and criteria checks to warehouse processing, ERP updates, and credit notes issued via the payment service provider.

Export orders and catalog data, create export jobs, and import or update price books and inventory using file uploads and XML schema validation in Salesforce Commerce Cloud.

Explore how caching in ecommerce improves performance by eliminating duplicate requests and serving content from browser, CDN, and reverse proxy layers, with partitioned cache management and selective invalidation.

Configure site-level caching and set time to live in seconds for static content. Enable or invalidate caches and use partitions for home, search, and product pages.

Learn how replication and propagation safeguard production by validating data in staging before switching to production, and refreshing price and product indexes through nightly updates.

Learn to configure and run jobs in administration operations, exporting customers, catalog, and orders, and importing price books and inventories, with storefront context, failure handling, and sequential or parallel steps.

Explore locales and localization in e-commerce, using language and country ISO codes to tailor content for each market, with locale fallback and translations for storefronts and the business manager interface.

Learn how currency works in ecommerce by handling multiple countries under a single site, managing currency codes, and how locale and currency switch in a user's session.

Learn how to enable locales and currencies in Salesforce Commerce Cloud using merchant tools and global preferences, including adding currencies like USD and INR and applying locale changes to storefront.

Celebrates the completion of the basics of e-commerce using Salesforce Commerce Cloud and recaps topics such as catalog, marketing, orders, returns, currencies, localization, and schedulers.