Upgrade, Checkout
In Salesforce B2B Commerce, the process of upgrading a product selection during checkout, such as choosing a higher tier or adding premium options to the cart before completing the purchase.
Definition
In Salesforce B2B Commerce, the process of upgrading a product selection during checkout, such as choosing a higher tier or adding premium options to the cart before completing the purchase.
In plain English
“An Upgrade in Salesforce B2B Commerce checkout is when a buyer selects a higher tier or adds premium options to their cart before completing the purchase. It's the commerce equivalent of upselling during the buying process.”
Worked example
Esker Trading runs a B2B Commerce storefront for industrial customers. When a buyer reaches checkout with 50 cases of a standard-grade lubricant in their cart, the Upgrade Checkout flow surfaces a contextual offer: "Upgrade to premium-grade for $4 more per case, with free shipping on orders over $1,000." If the buyer accepts, the cart updates to the premium SKU and the order completes with the higher AOV. The Upgrade is triggered by the cart's current contents, not pre-display configuration; AEs see which buyers accepted upgrades in dashboards, helping them tune which offers to present in future quarters. Upgrade Checkout converts checkout flow into the company's most consistent upsell channel.
Why Upgrade, Checkout matters
In Salesforce B2B Commerce, an Upgrade during checkout is the process of upgrading a product selection, such as choosing a higher tier or adding premium options to the cart before completing the purchase. It's the self-service version of upselling, where the buyer opts into a better product or plan during their buying flow.
Checkout upgrades are valuable for commerce revenue optimization because they happen at the moment of highest buying intent. Mature B2B commerce implementations surface upgrade options contextually during checkout, making it easy for buyers to see and select better options.
How organizations use Upgrade, Checkout
Surfaces upgrade options during B2B checkout for self-service upselling.
Configures checkout upgrade paths for their product tiers.
Tracks checkout upgrade conversion rates for commerce optimization.
Test your knowledge
Q1. What is a Checkout Upgrade?
Q2. Why are they valuable?
Q3. What should you track?
Discussion
Loading discussion…