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Salesforce B2B Commerce App 2.1.1
Salesforce B2B Commerce App 2.1.1
  • Salesforce B2B Commerce App 2.1.1
  • Introduction
    • How it works
    • What's new in version 2.1.1
    • Requirements
  • Integrating the Digital River Salesforce B2B Commerce App
    • Step 1: Install the Digital River App for Salesforce B2B
    • Step 2: Create page labels
    • Step 3: Configure the Salesforce B2B Commerce App
    • Step 4: Add custom Salesforce B2B Commerce App fields to page layouts
    • Step 5: Enable email deliverability
    • Step 6: Import ECCN codes, tax groups, and tax types
    • Step 7. Update the Product Sync settings
    • Step 8: Set up Digital River fulfillments
    • Step 9: Set up webhooks
    • Step 10: Configure CC Admin settings
    • Step 11: Configure landed cost
    • Step 12: Schedule backend jobs
    • Step 13: Manage permission sets
    • Step 14: Configure the Salesforce B2B Commerce app logs
    • Step 15: Test the Digital River Salesforce B2B Commerce app integration
  • Extending the Digital River Salesforce B2B Commerce App
    • Extend the Ship from address
    • Extend the App Webhook Framework
  • Support
  • Version number
  • Appendix
    • Fulfillment and cancellation flow
    • Issuing refunds
    • Managing regulatory fees
    • Managing subscriptions
    • Salesforce B2B Commerce App logs
    • Uploading tax certificates (US TEMS)
    • Global tax identifiers
    • VAT invoices
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  1. Integrating the Digital River Salesforce B2B Commerce App

Step 13: Manage permission sets

Learn how to manage permission sets.

PreviousStep 12: Schedule backend jobsNextStep 14: Configure the Salesforce B2B Commerce app logs

Last updated 4 years ago

Assign the following Digital River permission sets to yourself or applicable users:

  • DRB2B Fulfillment Permission Set–This permission set is required for fulfillments. Assign the to this permission set.

  • DRB2B Permission Set–Allows you to upsert CC Cart, CC Order, CC Transaction Payment, CC Invoice, CC Cart Item, and CC Stored Payment objects. Assign all storefront users who will place an order from the storefront to this permission set.

  • DR2B Refund Permission Set–Allows Service Representatives to request refunds. Assign users who will (such as Service Representatives) to the DRB2B Refund Permission Set.

Note: It is recommended to automate adding all storefront users to the DRB2B Permission Set.

To assign users to a permission set:

  1. Type permission sets in the Quick Find field and press Enter.

  2. Click Permission Sets. The Permission Sets page appears.

  3. Under the Permission Set Label column, click the permission set you want to add users to. This example shows assigning DRB2B Permission Set to users.

  4. From the Permission Set page, click Manage Assignments.

  5. Click Add Assignments.

  6. Select one or more users who you want to assign to this permission set and click Assign. The assigned users now appear in the modified permission set.

initiate refunds
Fulfillment Integration User