Commerce data model and customer identity
How customer profiles, products, catalogs, prices, inventory and orders are modelled in B2C Commerce and Salesforce Order Management, and how one durable customer key links Commerce, the service org and Marketing Cloud Engagement.
Given the Salesforce supported standard object definitions for Commerce objects (profile, orders, products), articulate how key business entities relate between systems of record and systems of engagement.
~8 min read · 15 practice questions
What the exam expects
- Explain what a shared B2C Commerce customer list shares across sites, and choose static, dynamic or system customer groups.
- Relate products, catalogs, price books and inventory lists to the external systems of record that feed them.
- Describe the Order Management records an order becomes and the order they are created in.
- Model each customer as one person across Commerce profiles, service-org records and Marketing Cloud Engagement subscribers.
Key terms: customer list (the organization-level set of registered customers a site uses); storefront catalog (the catalog assigned to a site whose categories form its navigation); price book (prices for a group of products in one currency); Sales Channel (the Order Management record that stands for one storefront); subscriber key (the value that uniquely identifies a subscriber in Engagement).
Key facts
- Detail
- A site uses one list; a list can serve many sites
- Detail
- Members aren't necessarily logged in; use Authenticated = true
- Detail
- One per storefront; its categories are the navigation
- Detail
- A container with no inventory records
- Detail
- Up to 3,000; one list per site or store
- Detail
- One currency, organization-level, N-to-N with sites
- Detail
- Up to 2,000 stores; XML import only; store qualifiers only
- Detail
- Name equals the B2C Commerce site ID
- Detail
- Draft for a new record, Active before the summary
- Detail
- 18-digit Contact, Lead or User ID
Sources for this section (10)
- Customer Listshelp.salesforce.com (opens in a new tab)
- Customer Groups as Qualifiershelp.salesforce.com (opens in a new tab)
- Catalog Designhelp.salesforce.com (opens in a new tab)
- Domain Data Mappingshelp.salesforce.com (opens in a new tab)
- Inventory Managementhelp.salesforce.com (opens in a new tab)
- Pricing and Price Bookshelp.salesforce.com (opens in a new tab)
- Store-Specific Price Book or Promotionhelp.salesforce.com (opens in a new tab)
- Add a Sales Channelhelp.salesforce.com (opens in a new tab)
- Importing Data into Order Managementdeveloper.salesforce.com (opens in a new tab)
- Subscriber Keyhelp.salesforce.com (opens in a new tab)
- When does B2C Commerce's nightly job delete an expired price table?
- Why do shipping-charge OrderItems from B2C Commerce get LineNumbers starting at 1000?
- When shoppers keep duplicate accounts on sites that share a customer list, what can they lose?
- How many inventory lists can B2C Commerce store, and what enforces the cap?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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