mirror of https://github.com/forcedotcom/afv-library.git synced 2026-07-30 03:09:50 +08:00

GitHub Action ae792239f2 feat: Release 2 new skills: platform-models-api-configure, platform-policy-rule-generate @W-23396600@

2026-07-10 17:19:21 +00:00

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B2B Commerce Data Model Template

Pre-built data model for Salesforce B2B Commerce using flowchart LR format with color coding and relationship indicators.

Objects Included

Object	Type	Description
WebStore	STD	Online storefront
WebCart	STD	Shopping cart
CartItem	STD	Cart products
BuyerGroup	STD	Customer groups
BuyerAccount	STD	B2B customers
ProductCatalog	STD	Product catalog
CommerceEntitlementPolicy	STD	Access policies
CartCheckoutSession	STD	Checkout process

Query Org Metadata (Recommended)

Enrich diagram with live org data:

python3 ../../scripts/query-org-metadata.py \
    --objects WebStore,WebCart,CartItem,BuyerGroup,BuyerAccount \
    --target-org myorg

Mermaid Template (Preferred)

Left-to-right flowchart with color coding.

%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
    %% ═══════════════════════════════════════════════════════════════
    %% B2B COMMERCE DATA MODEL
    %% LEGEND: LK = Lookup (-->), MD = Master-Detail (==>)
    %% Colors: Blue = Standard, Orange = Custom, Green = External
    %% ═══════════════════════════════════════════════════════════════

    %% Store Structure
    WebStore["WebStore<br/>(count)"]
    ProductCatalog["ProductCatalog<br/>(count)"]
    Product2["Product2<br/>(count)"]

    %% Buyer Structure
    BuyerGroup["BuyerGroup<br/>(count)"]
    BuyerAccount["BuyerAccount<br/>(count)"]
    BuyerGroupMember["BuyerGroupMember<br/>(count)"]
    Account["Account<br/>(count)"]

    %% Cart Structure
    WebCart["WebCart<br/>(count)"]
    CartItem["CartItem<br/>(count)"]
    CartCheckout["CartCheckoutSession<br/>(count)"]

    %% Entitlements
    CEPolicy["CommerceEntitlementPolicy<br/>(count)"]
    CEProduct["CommerceEntitlementProduct<br/>(count)"]
    CEBuyerGroup["CommerceEntitlementBuyerGroup<br/>(count)"]

    %% Store to Products
    WebStore -->|"LK"| ProductCatalog
    ProductCatalog ==>|"MD"| Product2

    %% Buyer Structure
    BuyerGroup ==>|"MD"| BuyerGroupMember
    Account -->|"LK"| BuyerAccount
    WebStore -->|"LK"| BuyerAccount
    BuyerAccount -->|"LK"| BuyerGroupMember

    %% Cart
    WebStore -->|"LK"| WebCart
    Account -->|"LK"| WebCart
    WebCart ==>|"MD"| CartItem
    Product2 -->|"LK"| CartItem
    WebCart -->|"LK"| CartCheckout

    %% Entitlements
    CEPolicy ==>|"MD"| CEProduct
    CEPolicy ==>|"MD"| CEBuyerGroup
    Product2 -->|"LK"| CEProduct
    BuyerGroup -->|"LK"| CEBuyerGroup

    %% Standard Objects - Sky Blue
    style WebStore fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style ProductCatalog fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Product2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style BuyerGroup fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style BuyerAccount fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style BuyerGroupMember fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style WebCart fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style CartItem fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style CartCheckout fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style CEPolicy fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style CEProduct fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style CEBuyerGroup fill:#bae6fd,stroke:#0369a1,color:#1f2937

Key Concepts

B2B Commerce Flow

WebStore → ProductCatalog → Product2
    ↓           ↓
BuyerAccount → WebCart → CartItem → Order
    ↓
BuyerGroup → Entitlements (What they can see/buy)

Buyer vs Account

Object	Purpose
Account	Standard CRM account
BuyerAccount	Commerce-enabled account
BuyerGroup	Pricing/entitlement grouping

Entitlement Model

CommerceEntitlementPolicy
    ├── CommerceEntitlementProduct (What products)
    └── CommerceEntitlementBuyerGroup (Who can see)

Controls which products each BuyerGroup can view and purchase.

Cart States

Status	Description
Active	Current shopping cart
Checkout	In checkout process
Closed	Converted to Order
Abandoned	Inactive cart

Simplified Version (Core Objects Only)

For presentations focusing on core commerce flow:

%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
    WebStore["WebStore"]
    BuyerAccount["BuyerAccount"]
    WebCart["WebCart"]
    Order["Order"]

    WebStore -->|"hosts"| BuyerAccount
    BuyerAccount -->|"LK"| WebCart
    WebCart -.->|"converts"| Order

    style WebStore fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style BuyerAccount fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style WebCart fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Order fill:#bae6fd,stroke:#0369a1,color:#1f2937

Pricing Model

%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
    BuyerGroup["BuyerGroup"]
    Pricebook2["Pricebook2"]
    PBE["PricebookEntry"]
    Product2["Product2"]
    WebStorePB["WebStorePricebook"]
    WebStore["WebStore"]

    BuyerGroup -->|"LK"| Pricebook2
    Pricebook2 ==>|"MD"| PBE
    Product2 -->|"LK"| PBE
    WebStore ==>|"MD"| WebStorePB
    Pricebook2 -->|"LK"| WebStorePB

    style BuyerGroup fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Pricebook2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style PBE fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Product2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style WebStorePB fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style WebStore fill:#bae6fd,stroke:#0369a1,color:#1f2937

Cart to Order Conversion

%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
    WebCart["WebCart"]
    CartItem["CartItem"]
    CartCheckout["CartCheckoutSession"]
    Order["Order"]
    OrderItem["OrderItem"]
    OrderSummary["OrderSummary"]

    WebCart ==>|"MD"| CartItem
    WebCart -->|"LK"| CartCheckout
    CartCheckout -.->|"creates"| Order
    Order ==>|"MD"| OrderItem
    Order -->|"LK"| OrderSummary

    style WebCart fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style CartItem fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style CartCheckout fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Order fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style OrderItem fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style OrderSummary fill:#bae6fd,stroke:#0369a1,color:#1f2937

ASCII Fallback

┌─────────────────────────────────────────────────────────────────────────────┐
│  B2B COMMERCE DATA MODEL (L→R)                                               │
│  Legend: LK = Lookup (-->), MD = Master-Detail (==>)                        │
└─────────────────────────────────────────────────────────────────────────────┘

                           STORE & PRODUCTS
┌──────────────┐         ┌──────────────────┐         ┌──────────────┐
│   WEBSTORE   │── LK ──>│ PRODUCT_CATALOG  │═══ MD ═>│   PRODUCT2   │
│   (count)    │         │     (count)      │         │   (count)    │
└──────┬───────┘         └──────────────────┘         └──────────────┘
       │
       │                       BUYERS
       │
       │ LK              ┌──────────────────┐         ┌──────────────┐
       └────────────────>│  BUYER_ACCOUNT   │◄── LK ──│   ACCOUNT    │
                         │     (count)      │         │   (count)    │
                         └────────┬─────────┘         └──────────────┘
                                  │
                                  │ LK
                                  ▼
                         ┌──────────────────┐
                         │ BUYER_GROUP_     │◄══ MD ══┌──────────────┐
                         │ MEMBER (count)   │         │ BUYER_GROUP  │
                         └──────────────────┘         │   (count)    │
                                                      └──────────────┘

                               CART
┌──────────────┐         ┌──────────────────┐         ┌──────────────┐
│   WEBSTORE   │── LK ──>│     WEBCART      │═══ MD ═>│  CART_ITEM   │
│              │         │     (count)      │         │   (count)    │
└──────────────┘         └────────┬─────────┘         └──────────────┘
                                  │
                                  │ LK
                                  ▼
                         ┌──────────────────┐ converts ┌──────────────┐
                         │CART_CHECKOUT_    │·········>│    ORDER     │
                         │SESSION (count)   │          │   (count)    │
                         └──────────────────┘          └──────────────┘

Key Relationships Summary

Parent	Child	Type	Behavior
WebStore	ProductCatalog	LK	Store products
WebStore	BuyerAccount	LK	Store customers
WebStore	WebCart	LK	Shopping carts
ProductCatalog	Product2	MD	Catalog products
BuyerGroup	BuyerGroupMember	MD	Group members
Account	BuyerAccount	LK	Commerce enablement
WebCart	CartItem	MD	Cart products
WebCart	CartCheckoutSession	LK	Checkout
CommerceEntitlementPolicy	CommerceEntitlementProduct	MD	Product access
CommerceEntitlementPolicy	CommerceEntitlementBuyerGroup	MD	Group access

Limits & Considerations

Limit	Value
Products per store	Unlimited (LDV)
Buyer accounts per store	Unlimited
Cart items per cart	500
Active carts per buyer	1
Price books per buyer group	Multiple
Entitlement policies	Unlimited

B2B vs B2C Commerce

Feature	B2B Commerce	B2C Commerce
Customer	Business (Account)	Consumer (Contact)
Pricing	Contract/negotiated	List price
Catalog	Entitlement-based	Public
Checkout	Quote/approval	Immediate
Platform	LWR/Aura	LWR/Headless

Best Practices

Use flowchart LR - Left-to-right flow for readability
Keep objects simple - Name + record count only
Replace (count) placeholders - With actual counts from query
Add LDV indicator - For objects >2M records: LDV[~4M]
Color code object types - Blue=Standard, Orange=Custom, Green=External

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