Salesforce for Commerce Cloud

Empower your retail distribution network with scalable, intelligent B2B commerce and order management solutions.

The Modern Challenge in B2B Retail & Consumer Goods

Retailers and consumer goods manufacturers across the USA are navigating a fast-evolving landscape. From managing bulk orders across distribution networks to meeting partner expectations for speed and transparency—manual systems no longer cut it.

Challenges:

Disconnected wholesale order processes
Lack of real-time inventory visibility
Manual approvals and complex pricing
Limited partner self-service functionality
Slow, error-prone fulfillment workflows
Inflexible ERP integrations and siloed data

Salesforce B2B Commerce and Order Management help your business overcome these hurdles—powering personalized, scalable, and automated buying experiences tailored to every retail partner or distributor.

What Is Salesforce B2B Commerce for Retail?

Salesforce B2B Commerce Cloud is a digital commerce solution that enables consumer goods brands, wholesalers, and manufacturers to launch branded self-service storefronts for their B2B buyers.

It supports:

Multi-tier account pricing
Contract-specific catalogs
Bulk ordering workflows
AI-driven product recommendations
Mobile-optimized purchasing experiences

With Salesforce Experience Cloud and B2B Commerce together, your retail buyers can manage their accounts, track orders, re-order frequently purchased products, and access support—all from one branded digital portal.

Salesforce Order Management: End-to-End Fulfillment Control

Pairing Commerce Cloud with Salesforce Order Management (OMS) gives your retail or CPG business total visibility across the order lifecycle—from checkout to delivery and return.

Benefits include:

Real-time order tracking
Intelligent order routing across warehouses
Return & refund processing
Inventory source allocation
Automation of order status notifications
Integration with ERPs, carriers, and POS systems

Enable your logistics and operations team to track every wholesale shipment, route fulfillment efficiently, and resolve issues faster with Salesforce OMS.

Use Case: Consumer Goods Company

A leading food and beverage brand uses Salesforce B2B Commerce to allow restaurants, retailers, and convenience stores to:

View product catalogs by region
Place large recurring orders
Apply pre-approved volume discounts
Track order fulfillment and invoice history

The brand’s operations team uses Salesforce Order Management to:

Route orders to the nearest warehouse
Split shipments by product category
Automate delivery tracking updates
Handle returns and credit memos

Result: 3x faster ordering cycles, 40% reduction in fulfillment errors, and increased partner satisfaction.

Key Capabilities for Retail & B2B Distribution

Business Benefits

B2B Commerce Portals- Enable 24/7 self-service wholesale ordering
Custom Pricing Rules-Set tiered prices by customer segment or contract
Mobile Commerce-Allow sales reps or buyers to order on the go
Order Management System-Track fulfillment, route inventory, manage returns
Product Recommendations-Upsell accessories or seasonal stock using Einstein AI
Inventory Visibility-Show real-time stock availability by region
Experience Cloud Integration-Give distributors access to support, documents, and case updates

Who Should Use This?

B2B Retail Brands & Suppliers
Consumer Goods Manufacturers
Beverage Distributors
Beauty & Cosmetics Wholesalers
Electronics & Appliance Suppliers
Industrial Equipment Retailers
Multi-location Franchise Chains

Whether you're supplying thousands of retailers or managing regional distribution hubs, Lakebridge help you in streamline wholesale operations at scale.

Business Impact of Salesforce Commerce + OMS

Wholesale Order Time:15–20 minutes - <5 minutes (self-service)
Fulfillment Errors:~6% - <1.5%
Order Visibility:Manual via phone/email - Real-time dashboards

Secure & Scalable

Built on the Salesforce platform, both B2B Commerce and Order Management offer:

Enterprise-grade scalability
Secure partner login with SSO and multi-factor authentication
Easy integration with ERP, accounting, and shipping systems
Automated workflows with Salesforce Flow
Insights with real-time dashboards and analytics

Why Lakebridge?

Lakebridge specializes in helping retailers and consumer goods companies deploy Salesforce solutions to digitize B2B commerce and optimize fulfillment. We have expertise in providing solutions for:

B2B Commerce portal setup and branding
OMS configuration and integration with WMS/ERP
Partner enablement training
AI-based product recommendation setup
Sales and operations dashboard design

🔍 “Want to predict your customers’ next move? Learn how Einstein AI powers smarter retail demand forecasting.”

Read AI & Analytics Insights →

Ready to Transform Your B2B Retail Experience?

Let’s streamline your B2B buying and order management.

📩 info@lakebridgecloud.com

☎️ +91 (986) 613-7007

FAQs

How can Salesforce help retailers manage omnichannel customer journeys?
Salesforce unifies customer data from in-store, mobile, web, and social channels, creating a single customer view. Using tools like Marketing Cloud, Service Cloud, and Commerce Cloud, retail businesses can personalize interactions, automate outreach, and resolve customer issues seamlessly across all platforms. This ensures consistent engagement and improves customer lifetime value (CLTV).

What is Salesforce B2B Commerce, and how does it support wholesale retail businesses?
Salesforce B2B Commerce allows wholesalers and distributors to build self-service portals for large-volume buyers. Retailers can manage complex pricing tiers, bulk orders, approvals, and custom catalogs. Integrated with ERP and inventory systems, it reduces manual order entry errors and improves speed-to-fulfillment.

Can Salesforce automate retail order management workflows?
Yes. Salesforce Order Management automates the full post-purchase experience—payment confirmation, inventory updates, shipping logistics, and returns. It improves order accuracy and reduces support costs. Real-time visibility enables better customer service.

How does Salesforce help improve retail customer service operations?
With Service Cloud, retailers can enable omnichannel case management—email, chat, phone, and social. Features like AI-powered chatbots, SLA tracking, and knowledge bases reduce wait times and increase first-contact resolution (FCR) rates.

What KPIs can Salesforce track for retail performance analytics?
Salesforce dashboards track metrics like sales by region/product, inventory turnover, cart abandonment, and NPS. These real-time analytics help marketing, sales, and support teams act faster and smarter.

How does Salesforce support loyalty and rewards programs?
Using Marketing Cloud and Customer 360, retailers can launch personalized loyalty programs. Salesforce tracks points, behavior, and redemptions, allowing brands to offer tailored incentives to retain top customers.

Can Salesforce integrate with POS and inventory systems?
Yes. Salesforce integrates with leading POS, WMS, and ERP platforms (like SAP, Oracle, and NetSuite) via MuleSoft or custom APIs. This ensures stock visibility, accurate promotions, and seamless returns.

How does Salesforce support retailers during peak shopping seasons like Black Friday?
Salesforce Commerce Cloud scales to handle high traffic and transaction volume. Its AI-based forecasting helps prepare inventory and marketing. Automated workflows speed fulfillment and reduce support overload.

Can Salesforce help with abandoned cart recovery in retail?
Absolutely. Salesforce sends personalized email or SMS follow-ups to users who abandon carts, using AI to suggest discounts or alternate products. This improves conversion rates by up to 20%.

How does Salesforce personalize product recommendations?
Einstein AI analyzes browsing, purchase history, and preferences to suggest products in real-time. This results in higher average order value (AOV) and deeper customer engagement.

Is Salesforce suitable for small and mid-sized retail companies?
Yes. Salesforce has scalable plans and quick-start B2C and B2B Commerce bundles for small-to-midsize retailers. Features like pre-built templates and drag-drop tools make setup simple and cost-effective.

How secure is customer data in Salesforce for retail businesses?
Salesforce is ISO, SOC, and GDPR compliant. Features like role-based access, data encryption, and audit trails ensure privacy, especially critical for retail compliance (PCI-DSS).

What’s the ROI of Salesforce for a retail or consumer goods business?
Clients report 20–30% increase in conversion rates, 40% boost in customer satisfaction, and up to 35% reduction in service costs using Salesforce retail solutions within the first year.

Can Salesforce help manage returns and refunds?
Yes. With Salesforce Order Management, you can set rules for return eligibility, refund processing, and restocking. It automates customer notifications and case tracking to reduce back-office load.

Can Salesforce automate targeted retail marketing campaigns?
Yes. Using Marketing Cloud, you can send automated, segmented email and SMS campaigns based on behavior, demographics, or lifecycle stage. A/B testing and reporting improve ROI.

What are common Salesforce integrations for retail?
Retailers commonly integrate Salesforce with:

Shopify/Magento (eCommerce)
NetSuite/SAP (ERP)
Zendesk (Support)
Google Ads/Facebook (Marketing)
Stripe/PayPal (Payments)

How long does it take to implement Salesforce for retail?
It depends on the size and scope, but a typical Salesforce Commerce or Service Cloud rollout takes 6–12 weeks. Integration, testing, and training may extend this slightly.

Can Salesforce help manage distributor or channel sales?
Yes. Salesforce PRM (Partner Relationship Management) allows brands to onboard, enable, and track distributor performance. Features include deal registration, incentive tracking, and co-branded marketing.

How does Salesforce handle in-store and online customer data in one place?
With Customer 360, Salesforce unifies profiles from in-store POS, online behavior, mobile apps, and service channels, giving retailers a complete, actionable view of the customer.

What support does Salesforce offer post-implementation for retailers?
Salesforce offers Premier Support, a knowledge base, and live help. Many retailers also partner with Salesforce-certified agencies (like Lakebridge) for managed services and optimization.