Customers and accounts

This section covers how to manage customers and accounts in StoreConnect, from inviting customers to sign up through to configuring account-level permissions, pricing, and communications.

Inviting customers to create an account

Customers can sign up through a post-checkout prompt, a direct registration URL, or by receiving an invitation email sent from the Salesforce contact record. Click the Send Invitation button on the contact record. This triggers an invitation email to the customer and logs it as an activity in the contact record. Once the invitation is accepted, the Invitation Accepted At field records the date and time, for example: dd/mm/yyyy, xx:xx am/pm.

See Invite customers to create an account for the full setup guide, including session timeout configuration.

Password management

Customers can reset their own password from the sign-in page at /auth/sign_in (for example, https://yourstore.com/auth/sign_in) by clicking Forgot your password?, which takes them to /auth/password/new (for example, https://yourstore.com/auth/password/new). The password reset page is only accessible when logged out. You can also trigger a reset from the Salesforce contact record using the Reset Password checkbox. Once a new password is submitted, the Password Reset At field on the contact record updates, for example: dd/mm/yyyy, xx:xx am/pm. The Last Login Date field tracks the contact’s last successful sign-in. Logged-in customers can also change their password from their account page at /account/credentials.

See Reset a customer password and Enforce password complexity for configuration details.

Logging in as a customer from Salesforce

Salesforce staff can sign in to your store as any customer directly from the contact record using SAML-based authentication. This is useful for support and testing. See Log in as a customer in Salesforce.

Contact permissions

The following fields on the Salesforce contact record control what each customer can do when logged in. Select the relevant permissions for each contact based on the access they should have.

Field	Description
Authorised to purchase for Account	Allows the contact to place orders charged to the account balance. See Pay on account at checkout.
Can Use Account Credit	Allows the contact to redeem the account’s credit balance at checkout.
Can Use Account Points	Allows the contact to earn and redeem loyalty points. See How to allow customers to spend loyalty reward points.
Can Use Account Pricing	Grants the contact access to the account’s assigned price book.

Account settings

The following fields on the Salesforce account record control how the account behaves in your store.

Status

• Active: whether the account is active. Inactive accounts cannot place orders.
• Credit Hold: blocks the account from using Pay by Account at checkout, even if the payment method is otherwise enabled.

Payments and pricing

• Pay by Account: enables the Pay by Account payment option for this account. The contact must also have Authorised to purchase for Account enabled and the account must not be on credit hold. See Pay on account at checkout.
• Price Book: set on the account to define specific pricing. When Can Use Account Pricing is enabled on a contact, that contact uses the price book assigned to their account.

Identity and display

• Display Name: an alternate name shown on the storefront, separate from the account’s Salesforce Name. Useful when the account name differs from the account name the customer sees.

Memberships

Accounts can be assigned a membership tier that controls access to restricted pages, member-specific pricing, and membership-scoped promotions. Each account can hold one membership at a time. See Memberships.

Tax exemption

Set the Tax Entity Code field to any value other than TAXABLE (case-insensitive) to treat the account as tax exempt. Taxes will not be applied to orders from this account.

Suppliers and brands

The Supplier and Brand checkboxes mark accounts for those respective roles. Supplier Notes provides a text field for internal notes about a supplier account.

Deduplication

StoreConnect automatically checks for existing contacts and accounts during checkout to avoid creating duplicates in Salesforce. It matches on email for existing contacts. See Automated lead conversion to avoid duplication.

Communications

• SMS messages: send SMS messages to customers via a third party integration. See Sending SMS messages.
• Campaign mailing lists: link Salesforce campaigns to your store so customers can opt in at checkout or from their account page. See Campaign members and mailing lists.

Customising the account page

The customer-facing account page can be extended with custom sections by modifying your store’s Liquid templates. See How to add a custom page to the account page menu.