---
title: Get started with Coveo for Salesforce B2B and D2C Commerce on Lightning Experience
slug: l4re1064
canonical_url: https://docs.coveo.com/en/l4re1064/
collection: coveo-for-commerce
source_format: adoc
---
# Get started with Coveo for Salesforce B2B and D2C Commerce on Lightning Experience

[.version.c4sf.c4sf-edition.c4sf-pro-enterprise]
[Pro and Enterprise editions](https://docs.coveo.com/en/l2590456#salesforce)


Coveo for Salesforce B2B and D2C Commerce on Lightning Experience lets you grow your revenue by making B2B and D2C buying experiences relevant and personal, with Enterprise-grade AI-powered search and product recommendations technology.

This section explains how to [index](https://docs.coveo.com/en/204/) the necessary objects and how to create a Coveo-powered search page within Salesforce B2B and D2C Commerce on Lightning Experience.

> **Note**
>
> Contact [Coveo Support](https://connect.coveo.com/s/case/Case/Default) to get started with Coveo for Salesforce B2B and D2C Commerce on Lightning Experience.

## Prerequisites

To take advantage of Coveo for Salesforce B2B and D2C Commerce on Lightning Experience in your Salesforce organization, you must:

. [Set up your org for commerce on Lightning Experience](https://help.salesforce.com/s/articleView?id=sf.comm_configure_org.htm&type=5) in your Salesforce organization.

. [Configure, customize, and publish your store](https://help.salesforce.com/articleView?id=sf.b2b_comm_lex_store_publish.htm&type=5) in your Salesforce organization.

. [Install the Coveo for Salesforce application](https://docs.coveo.com/en/1102/).

. [Configure the Coveo for Salesforce application](https://docs.coveo.com/en/1153/).

. [Create a dedicated Salesforce crawling user](https://docs.coveo.com/en/1052#prerequisite-create-a-dedicated-salesforce-crawling-user).

## Step 1: Configure B2B and D2C commerce sources

To configure B2B and D2C Commerce sources, you must create two separate sources (that is, one for the `Product` objects and another for the `Order` objects).

### Add a source for the `Product` objects

. On the [**Sources**](https://platform.cloud.coveo.com/admin/#/orgid/content/sources/) ([platform-ca](https://platform-ca.cloud.coveo.com/admin/#/orgid/content/sources/) | [platform-eu](https://platform-eu.cloud.coveo.com/admin/#/orgid/content/sources/) | [platform-au](https://platform-au.cloud.coveo.com/admin/#/orgid/content/sources/)) page, click **Add source**.

. [Add a Salesforce source](https://docs.coveo.com/en/1052#add-a-salesforce-source) linked to your Salesforce organization with the B2B and D2C Commerce content and specify the following configuration information:


> **Important**
>
> While you can use a Salesforce source to index your [catalog data](https://docs.coveo.com/en/obcf0333/) and create a [catalog entity](https://docs.coveo.com/en/3143/), you won't be able to fully leverage Coveo's commerce AI capabilities, such as [Coveo Personalization-as-you-go](https://docs.coveo.com/en/m5kd0347/).
> 
> To fully leverage these capabilities, you must use the [Catalog source](https://docs.coveo.com/en/l5if0244/) to index your catalog data instead of a Salesforce source.
> Note that there are other [alternatives to the Catalog source](https://docs.coveo.com/en/3448#alternatives-to-the-catalog-source), but require special configurations.

.. **Source name**: Enter a significant name. This source will index your `Product` objects.

.. **Schema version**: Select the **Current** version in the dropdown menu.

.. **Objects**:

***  Unselect **Service Cloud**.

*** Click **Select Specific Objects Manually** and then select the [`Product`](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_product2.htm) and [`Price Book`](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_pricebook2.htm) objects.

> **Note**
>
> The `Product` object retrieves information related to the `Categories`, `Inventory_Items`, `ProductMedias`, and `Specs` child objects.

. Click **Add source**.

### Add a source for the `Order` objects

. On the [**Sources**](https://platform.cloud.coveo.com/admin/#/orgid/content/sources/) ([platform-ca](https://platform-ca.cloud.coveo.com/admin/#/orgid/content/sources/) | [platform-eu](https://platform-eu.cloud.coveo.com/admin/#/orgid/content/sources/) | [platform-au](https://platform-au.cloud.coveo.com/admin/#/orgid/content/sources/)) page, click **Add source**.

. [Add a Salesforce source](https://docs.coveo.com/en/1052#add-a-salesforce-source) linked to your Salesforce organization with the B2B and D2C Commerce content and specify the following configuration information:

.. **Source name**: Enter a significant name. This source will index your `Order` objects.

.. **Schema version**: Select the **Current** version in the dropdown menu.

.. **Objects**:

*** Unselect **Service Cloud**.

*** Click **Select Specific Objects Manually** and then select the [`Order`](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_order.htm) and [`Order Product`](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_orderitem.htm) objects.

. Click **Add source**.

## Step 2: Create a catalog entity to support Commerce entitlements

. On the [**Catalogs**](https://platform.cloud.coveo.com/admin/#/orgid/commerce/catalogs/) ([platform-ca](https://platform-ca.cloud.coveo.com/admin/#/orgid/commerce/catalogs/) | [platform-eu](https://platform-eu.cloud.coveo.com/admin/#/orgid/commerce/catalogs/) | [platform-au](https://platform-au.cloud.coveo.com/admin/#/orgid/commerce/catalogs/)) page, click **Add catalog**.

. [Add a catalog entity](https://docs.coveo.com/en/3139#add-a-catalog-entity) for your [product source](https://docs.coveo.com/en/l4re1064#add-a-source-for-the-product-objects).

. [Create a new catalog configuration](https://docs.coveo.com/en/3139#catalog-configuration).

> **Note**
>
> Once your catalog entity is created, [push your data into the source](https://docs.coveo.com/en/p48b0322/).
> This ensures that the catalog entity is properly registered.

## Step 3: Create a commerce interface

Once you've configured your B2B and D2C Commerce sources and created your catalog entity, you can [create a Coveo-powered commerce interface](https://docs.coveo.com/en/o4ue6279/).