Customer and account objects
On this page
Customers use the two standard Salesforce objects, not custom ones, and everything StoreConnect adds hangs off them. Use this article to find the object you need before you query customer data.
Account and contact, and which is which
An Account is the organization or household. A Contact is a person, and it is the record a storefront shopper signs in as.
This matters more in StoreConnect than in a plain Salesforce org, because Account is reused for several roles beyond customers. The same object holds suppliers, and brands are accounts with a flag set. So filtering customers means filtering on the fields that say what kind of account it is, not just querying every account.
Both records are also reused on the storefront under different names: Account is rendered by three Liquid objects, one of which is Brand. Each object reference names them in its On the storefront section.
Entitlements are records, not flags
What a customer is allowed to do, or has been given, is stored as separate records rather than checkboxes. That is what makes the balances auditable.
- Credit. Account Credit holds a balance, and every movement is an Account Credit Ledger entry. The balance is the sum of the ledger, so never edit it as a figure.
- Points. Account Points Ledger works the same way for loyalty points.
- Membership. A Membership grants access, and gates content through Membership Page and Membership Article.
- Approvals. Restricted products need Permitted Restricted Product for the account, listing approved items.
- Scoped catalogs. Account Product Category limits an account to particular categories, so different customers see different catalogs.
Objects in this domain
| Object | API name | Purpose |
|---|---|---|
| Account | Account |
The standard Salesforce account, used for customers, companies, suppliers, and brands |
| Contact | Contact |
A person. The record a storefront shopper signs in as |
| Address | s_c__Address__c |
A stored address belonging to an account or contact |
| Account Credit | s_c__Account_Credit__c |
A credit balance held by an account, spendable at checkout |
| Account Credit Ledger | s_c__Account_Credit_Ledger__c |
An entry for every change to an account credit balance |
| Account Points Ledger | s_c__Account_Points_Ledger__c |
An entry for every change to an account’s loyalty points |
| Account Product Category | s_c__Account_Product_Category__c |
Limits an account to particular categories, for scoped catalogs |
| Membership | s_c__Membership__c |
A paid or granted membership, and what it entitles the holder to |
| Membership Page | s_c__Membership_Page__c |
Restricts a page to members |
| Membership Article | s_c__Membership_Article__c |
Restricts an article to members |
| Permitted Restricted Product | s_c__Permitted_Restricted_Product__c |
Approves an account to buy a restricted product |
| Permitted Restricted Item | s_c__Permitted_Restricted_Item__c |
One approved item within a restricted-product approval |
| Authentication Provider | s_c__Authentication_Provider__c |
An external sign-in provider and its configuration |
| Store User Role | s_c__Store_User_Role__c |
Assigns a store role to a user |
| User | User |
The standard Salesforce user. Staff, including POS operators |
| Compliance Group | s_c__Compliance_Group__c |
A group used to apply compliance rules to accounts or products |
Where it meets other domains
- Orders and checkout. Orders belong to an account and a contact, and credit and vouchers are spent through payments. See order and checkout objects.
- Catalog. Account pricing runs through a price book, and scoped catalogs through account categories. See catalog objects.
- Store design. Memberships gate pages and articles. See store design objects.
- Point of sale. POS operators are users granted access per outlet. See POS objects.
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