▶️ Use website builder

1. Access the Website Builder

  1. Open the StoreConnect app in Salesforce.

  2. Go to your Store record.

  3. Click the Website Builder button (top-right corner. If missing, add it to your page layout).

  4. If you see a permission error, proceed to the next step to set up user access.


2. Set Up User Access (Store User Role)

  1. Go to: StoreConnect Navigation → Search "Roles" → Store Roles.

  2. Click New to create a Store Role:

    • Name: e.g. Content Editor.

    • Type: Content Changes.

    • Level: Editor, Commenter, or Approver (choose level of access).

  3. Click Save.

  4. Assign a user to this role:

    • Click New Store User Role.

    • Select the Salesforce User.

    • Assign the created role (e.g. Content Editor).

    • Choose scope: Single store, Group of stores, or All stores.

    • Click Save.


3. Using the Website Builder Interface

  1. Return to the Store record and click Website Builder again — you now have access.

  2. The builder provides a visual interface to edit website content.

  3. Hover over content blocks to highlight and select them.

  4. Available actions:

    • Edit content block (opens a form with fields like title, image, link, alignment, etc.).

    • Reorder blocks.

    • Delete blocks.

    • Show all fields to access additional settings in the side menu.

  5. Preview changes in real-time as you edit.


4. Global Settings

  1. Access Global Settings (top-right):

    • SEO info.

    • Assign header/footer content blocks.

    • Switch menu systems.

    • Change default homepage.

    • Update logo and placeholder images.


5. Styles and Scripts

  1. Use Styles menu to:

    • Edit global CSS.

    • Set primary/secondary color palette.

  2. Use Scripts menu to:

    • Add global JavaScript to the site.

6. Navigating & Editing Pages

  1. Navigate to any page by clicking its link in the builder.

  2. Edit:

    • Page settings.

    • Individual content blocks.

  3. To add new content:

    • Scroll to Add Content Block section at the bottom of the page.

    • Select desired content block template.

    • Insert content (text, image, media lookup, etc.).


7. Submitting and Approving Changes

  1. After editing, click Submit Changes.

  2. Changes are sent for approval (not immediately live. Website will revert to previous state).

  3. To review changes:

    • Go to: StoreConnect Navigation → Custom Content → Content Changes → All Content Changes.

    • Review the list of content changes (created/updated).

    • Approve changes:

      • Open each change.

      • Verify original vs. new value.

      • Set status to Approved.

      • Click Save.

  4. Approved changes are:

    • Published immediately, or

    • Scheduled to go live at a future date.


8. Verifying Live Changes

  1. Visit your live website.

  2. Refresh to see approved and published changes.