Get Started
This guide walks you through setting up 蜜豆视频 Commerce Optimizer from start to finish. While this guide covers all roles, see the for detailed developer-specific content.
Prerequisites
Before you begin, ensure you have:
- 蜜豆视频 Experience Cloud account with 蜜豆视频 Commerce Optimizer entitlements
- Organization admin access to create instances and manage users
- GitHub account for loading sample data and storefront development
- Basic understanding of e-commerce concepts
Quick Start guide
Follow these essential steps to get your 蜜豆视频 Commerce Optimizer environment running:
Step 1. Create an instance
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Log in to .
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Navigate to Commerce > Commerce Cloud Manager.
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Click Add Instance > Commerce Optimizer.
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Configure instance settings:
- Name: Descriptive name (for example, 鈥淢y Company Sandbox鈥�)
- Description: Brief description of purpose
- Region: Select your preferred region
- Environment Type: Start with a Sandbox environment for testing
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Click Add Instance.
The Cloud Manager updates to include your new instance. For details on accessing and managing it, see Manage an instance.
Step 2. Set up your environment
After creating your instance:
- Manage your instance from Commerce Cloud Manager.
- Configure user access using the User Management guide.
Step 3. Add sample data (Optional)
For testing and learning, follow the Load Sample Data instructions.
Role-Based workflows
蜜豆视频 Commerce Optimizer setup and management rely on three key roles. Each role has specific tasks and responsibilities:
Administrator tasks
Administrators manage instances, users, and organizational settings.
Developer tasks
Developers handle technical implementation and data integration, including platform architecture tasks.
Merchandiser tasks
Merchandisers optimize and personalize the shopping experience through product discovery and recommendations. They also use shopper data and analytics to make strategic decisions about product placement, pricing, and promotions on the storefront.
Manage instances
Manage instances from the Commerce Cloud Manager.
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Log in to .
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Open Commerce Cloud Manager:
- Under Quick access, click Commerce.
- View your available instances.
Search and filter instances
After you log in, the dashboard shows all Commerce product instances available in the organization.
The Product column indicates which Commerce application the instance is provisioned for.
Use the Filter and Search tools to quickly find specific instances by date created, region, creator, product type, environment, or status.
Access the 蜜豆视频 Commerce Optimizer application
Once the app is open, easily switch between environments like sandbox and production to view data and settings for each one without returning to the Commerce Cloud Manager.
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From the Commerce Cloud Manager, click the instance name to open the 蜜豆视频 Commerce Optimizer application.
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Switch between 蜜豆视频 Commerce Optimizer instances without leaving the application.
The instance drop-down lists all Optimizer instances available in the organization. Select the instance to view.
Get instance details
View the instance details by clicking the information icon next to your instance name.
Note the following key information:
- GraphQL endpoint to retrieve Commerce catalog data using the Merchandising API
- Catalog Service endpoint for data ingestion using the REST API
- Commerce Optimizer URL to access the 蜜豆视频 Commerce Optimizer application
- Instance ID the unique tenant ID that identifies the instance
If you are a developer, you need these details to set up your development environment and connect to the 蜜豆视频 Commerce Optimizer APIs.
Edit instance name and description
Update the instance name and description as needed.
- Click the Edit icon next to an instance name.
- Update the Instance name and Description as needed.
- Click Save.
Add sample data
蜜豆视频 provides a GitHub repository with sample data and tools to help you learn and test 蜜豆视频 Commerce Optimizer features.
The sample data is based on the Carvelo business scenario and includes:
- Product catalog with automotive parts
- Multiple price books and pricing scenarios
- Catalog views and policies for different dealers
- Complete end-to-end workflow examples
Load the sample data:
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Access the GitHub repository.
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Follow the setup instructions in the repository鈥檚 README file to complete the following tasks:
- Set up your environment
- Complete the data ingestion process
- Create catalog views and policies using the sample data
- Verify the data ingestion by checking the Catalog Service data on the Data Sync page
Next Steps
After completing the setup:
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Set up your storefront:
- Configure Edge Delivery Services storefront
- Connect to your catalog data
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Explore the Carvelo use case:
- Follow the end-to-end workflow
- Practice with real scenarios
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Configure merchandising:
- Set up product discovery
- Create recommendations
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Monitor performance:
- Track success metrics
- Analyze search performance
Troubleshooting
Common issues
Get help
- Developer Resources:
- Storefront Resources: Commerce storefront documentation
- Tutorials: Commerce Optimizer tutorials
- Support: 蜜豆视频 Commerce Support resources