Managing an online store can pose significant challenges and demands. It includes various essential tasks, such as product catalog management, order processing, customer service, etc. Salesforce Commerce Cloud (SFCC) emerges as a valuable solution tailored to streamline and elevate the overall online B2C experience.
An essential component within SFCC that holds utmost importance in effectively running an e-commerce business is the Business Manager. To know about what is Business Manager in SFCC, let’s explore this article.
What Is Business Manager In SFCC
Salesforce Commerce Cloud Business Manager serves as the control center for managing all aspects of your B2C online store. From administration to site development and merchandising, this user-friendly interface empowers businesses to handle basic e-commerce operations. With
Business Manager, you can easily manage product catalogs, process orders, nurture customer relationships, update content, run promotions, control inventory, generate reports and analytics, and manage user access. Business Manager simplifies the complexities of e-commerce by providing a comprehensive command center that effectively simplifies online retail operations.
With SFCC Business Manager, users with varying levels of technical experience can easily access it through its user-friendly interface. By consolidating essential e-commerce functions, the Business Manager enhances efficiency, reduces errors, and saves valuable time.
SFCC Business Manager is highly customizable and allows retailers to personalize it according to their unique requirements. Regardless of whether you operate a small business or a large enterprise, SFCC's Business Manager adapts to meet your specific needs.
In order to use Business Manager, an individual must have access to a B2C Commerce instance. Unfortunately, the Trailhead Playground does not offer B2C Commerce capabilities. If you do not possess access to a B2C Commerce instance, it is advised to inquire with your manager regarding its availability for use.
Business Manager User Interface
To start using Business Manager, the first step is site selection. The number of sites can vary depending on the size of your company and the number of websites you manage. Once you've made your selection, you will gain access to its data, code, and permissions. However, it's important to note that accessing these requires the necessary access rights, which we will discuss in more detail later in this article.
In B2C Commerce, a site and its code combine to establish a "storefront." This storefront is like a virtual space users experience when they visit your website. It serves as your digital representation. It is important to note that one site can have multiple storefronts for different components of your online presence.
When you click on "Storefront," it will open the selected site in a new window. Additionally, there may be icons visible, such as the Toolkit icon, tailored for developers to troubleshoot issues. One convenient aspect is its automatic integration with the Business Manager site you were recently on, enhancing overall convenience.
Access Roles in Business Manager
When accessing Salesforce Commerce Cloud, managers can assign three primary roles to various team members.
Merchandizers: They are responsible for managing various aspects of the site's data, such as product management, promotion creation, search preference settings, image handling, and running campaigns.
Administrators: They are responsible for configuring the overall settings of the B2C commerce site. Their role includes making changes to data, managing site data, and implementing new codes.
Developers: In order to debug and troubleshoot problems, as well as configure development-specific settings, developers use Business Manager to directly access the storefront application. These experts are responsible for configuring, debugging, and resolving any issues that may arise.
When considering large retailers, it is common to divide these responsibilities among multiple individuals. Each person takes their specific role and is responsible for their respective tasks. Smaller retailers often face the challenge of having a single person manage multiple access levels while managing various tasks.
To ensure smooth operations, larger retailers often prefer collaborating with dependable partners specialized in Salesforce Commerce Cloud. These partners possess the necessary expertise and teams capable of managing various aspects of their website effectively.
Learn More About Business Manager
When accessing the Business Manager, two distinct tabs will be visible on the top of your screen: "Merchant Tools" and "Administration." Now, let's delve into further details about each of these tabs.
Merchant Tools Tab
In the Merchant tab, you will find a comprehensive toolkit that serves as your control center for managing various aspects of your online store. This versatile toolkit empowers you to effortlessly handle settings and data related to your store. From customizing promotional campaigns to managing marketing materials, products, website content, and much more, this all-inclusive toolkit has got you covered.
Inside this toolkit, you will also find an array of useful tools designed to enhance the traffic to your website. Consider them as marketing assets that encompass strategies for optimizing your website's visibility on search engines (also known as SEO techniques). Additionally, these tools enable you to delve into valuable customer data stored externally from the system. It's your ultimate assistant in ensuring seamless management of your online business.
Cross-Functional Tools In Merchant Tab
Within the Merchant Tools tab, various versatile tools can be used by various team members to foster collaboration and enhance efficiency in managing online retail operations. Let's explore three notable examples:
Reports & Dashboards: This tool functions as a comprehensive platform for data analysis and visualization. It gathers information from various sources and transforms it into cohesive dashboards, providing valuable insights. These visual representations assist in identifying long-term trends and patterns, facilitating informed decision-making.
Page Designer: It is a sophisticated visual editor that simplifies the creation and management of specialized web pages. Whether it's designing the homepage, crafting lifestyle pages, or developing category landing pages, users can easily create compelling web content without any technical expertise.
Content Slots: It act as versatile code fragments within your storefront. Seamlessly integrated into any part of your website, they serve as dynamic showcases for various elements such as products, categories, multimedia content, or static HTML. Content slots require the collaboration of both merchandisers and developers. Initially, developers are responsible for incorporating code into HTML pages, creating rendering web templates, and uploading the code onto the server. Later, merchandisers utilize Business Manager to generate and schedule the configuration.
Administration Tab
The second tab, known as Administration, is utilized by administrators and developers. This section allows administrators to handle essential tasks, including:
-Importing and Exporting Data: It ensure the smooth transfer of data, seamlessly managing its placement within the site.
-Managing customer lists and content libraries: It involves the tasks of tracking customers' purchases and organizing all the content used on a website.
If you are assigned an administrator role, you can configure global settings that apply uniformly to all sites within an organization. These global settings, also known as preferences, involves various aspects such as:
- Regional Settings
- Multiple languages support
- Password limitations
- Time zones
- Orders management
- Customer and sequence numbers, etc.
Developer Access
Now, let's explore the "Developer Access" level. This group of individuals holds the key to creating and refining the actual online store, known as the storefront. They bring everything together using various tools, with "Business Manager" being their primary tool.
Developers usually work with three windows:
- Integrated Development Environment (IDE): In the process of developing and testing applications for a website, an Integrated Development Environment (IDE) is used. This ensures the smooth functioning of the website.
- Business Manager: The developers can access and control the storefront site itself through this window.
- Storefront Application: Here, developers can effortlessly observe the impact of their code changes on the live website in real-time.
When it comes to the Business Manager Window specifically, developers can perform various essential tasks.
- Build new sites
- Troubleshoot issues.
- Configure code versions
- Manage the website's cache settings for optimal performance
- Handle site taxation
- To help shoppers find what they're looking for, create custom error pages and maintenance pages
Developers also handle various essential tasks required by Business Manager. They ensure the security of systems, monitor system limits (known as quotas) to maintain smooth operations, and oversee the management of user credentials.
Permissions
In Business Manager, access to different features of the system is determined by job tasks or roles. The administrator holds the most crucial role and is commonly referred to as the "admin." Their responsibility involves overseeing users and permissions.
Here's how it works:
Setting up the Organization: To set up the organization, the administrator begins by defining all its storefronts and selecting default languages for the system.
Defining Roles: Roles are created by the admin to assign specific tasks and permissions to team members in the Business Manager. These roles determine the scope of actions each individual can or cannot perform.
Administrators can define roles according to the permissions set for each role.
- Module Permissions: It functions like access keys to specific areas, such as the Products and Catalogs section. This allows you to determine who has the ability to modify or update data within those areas.
- Functional Permissions: These permissions are comparable to special powers. For instance, granting someone the "Manage_Site_Catalog" permission enables them to add items to the site catalog. This allows you to restrict the actions permitted for different roles.
Localization
Achieving multilingual functionality is essential in Business Manager. It involves making sure that both the user interface and the underlying data can seamlessly adapt to different languages, enhancing accessibility for a global audience. To accomplish this, the Business Manager provides two distinct ways to configure language settings.
Firstly, users can customize the appearance of the interface by selecting a preferred language, allowing them to have menus, buttons, and overall display in their desired language while managing product descriptions or content in another language.
Secondly, users can designate a specific language for working with data within Business Manager. This means they can manipulate product information in one language while viewing it in another.
The administrator plays a key role in determining the language of the interface, while individual users have the flexibility to choose their preferred display language through their profile settings. This multilingual adaptability ensures an inclusive and user-friendly environment for a diverse range of users.
Personalization
SFCC Business Manager offers the flexibility to customize various elements of the user interface, empowering users to personalize their experience easily. You can customize:
- Menu actions
- Menu items
- Forms
- Dialog actions
Bottomline
Salesforce Commerce Cloud Business Manager serves as the ultimate solution for efficient management of B2C stores. It offers role-based functionality, extensive customization options, and multilingual support, playing a crucial role in ensuring the success of e-commerce ventures.
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