Customer experience

StoreConnect gives customers a rich self-service experience directly on your storefront — account management, loyalty redemption, booking, and personalised interactions — all backed by Salesforce Contact and Account records. Every customer action updates Salesforce in real time.

Customer account dashboard

Customers manage their relationship with your store from a self-service account area, accessible after login.

  • Order history — view past orders with full detail, downloadable invoices, and order status
  • Subscription management — view active subscriptions, update payment methods, pause, or cancel
  • Payment method management — add, update, or remove saved payment methods
  • Address book — manage shipping addresses for faster checkout
  • Loyalty points balance — view current points balance and redemption history
  • Saved carts — return to in-progress carts across sessions and devices

See user-account-page for full details.

Loyalty and rewards

StoreConnect's built-in loyalty program lets you reward customers for purchases and redeem points at checkout — without a third-party platform.

  • Points earning — assign points per product, per category, or per order value; points rates can vary by membership tier
  • Points redemption — customers can pay with points, with cash, or a combination of both at checkout
  • Points purchase — sell points packages directly as a product for customers who want to top up their balance
  • Membership-linked tiers — different membership tiers can earn points at different rates, creating tiered loyalty programs

See loyalty-rewards-and-points-features.

Integrated booking system

StoreConnect's booking system handles session-based products — courses, appointments, events, fitness classes, guided tours — within the same platform as your physical and digital products.

  • Sessions and availability — define bookable sessions with capacity limits, dates, times, and locations
  • Attendee management — track bookings and attendee lists in Salesforce
  • Combined checkout — customers can book a session and purchase merchandise or a subscription in the same transaction
  • Location support — sessions can be tied to physical locations with address and room information

See storeconnect--booking-system.

Custom forms

Collect additional information from customers at the product page or at checkout, stored directly as Salesforce records.

  • Flexible question types — text, dropdowns, checkboxes, date pickers, file uploads
  • Conditional logic — show or hide questions based on previous answers using Liquid conditions
  • Post-checkout answering — customers can complete forms after purchase, useful for onboarding or registration
  • Salesforce record creation — form responses are saved as the Salesforce object of your choice (custom objects, cases, tasks, etc.)

See custom-forms-feature.

Saved carts

Customers can save their cart and return to it later, across sessions and devices. Saved carts are associated with the customer's account and persist until the customer chooses to clear them or completes the purchase. See saved-carts.

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