Get started with StoreConnect

Last modified 21 August 2026

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Work through this checklist to take StoreConnect from installation to a live store. The tasks are in dependency order, so complete each group before moving to the next. Tick each item off as you go.

Before you begin

You need to be a Salesforce administrator for most of these tasks.
How many apply depends on where you are starting. If you are still evaluating StoreConnect, start with prepare to get started instead.

:::tip Subscribe to service status updates at status.storeconnect.com so you hear about incidents and scheduled maintenance. Set this up early, before you go live. :::

Step 1: Before you install

Check compatibility and complete all prerequisites. Two of these are hard install blockers, so do them first.

[ ] Check your Salesforce org compatibility — verify your org meets the edition, object, and API requirements
[ ] Review prerequisites to getting started — understand what is required before installation
[ ] Check Lightning Web Security is enabled — required before installation, and only applies to older Salesforce orgs
[ ] Manage which records sync by default — recommended for orgs with large record volumes. Do this before running Setup, or the full initial sync has already run

Step 2: Install and set up StoreConnect

[ ] Install and set up StoreConnect — install the managed package and follow the basic setup steps
[ ] Create a StoreConnect sync user — set up the dedicated user StoreConnect syncs through
[ ] Invite your team — add team members and assign permission sets
[ ] Learn about store themes — accept the default theme and explore theme customization
[ ] Assign page layouts — configure page layouts for StoreConnect objects

Step 3: Configure Salesforce

[ ] Salesforce basics for StoreConnect — essential Salesforce concepts
[ ] Page layouts, profiles and permission sets — configure layouts and profiles for your store
[ ] List your site as a trusted URL in Salesforce — allowlist your domain so the Take Payment button works
[ ] Configure authentication providers — set up the login methods your customers use
[ ] Use Experience Cloud login as single sign-on — optional, if your customers already have Experience Cloud logins

Step 4: Configure your store

[ ] Understand the default store — learn what the default store is and how it behaves
[ ] Set up your test store — create an environment for testing
[ ] Create multiple stores — optional, if you run more than one store
[ ] Create multiple storefronts with StoreConnect — optional, a worked example of the above

Step 5: Set up your domain

[ ] Connect a domain to StoreConnect — create the Web Domain record and point your DNS at it
[ ] Redirect to StoreConnect from existing web pages — only if you are replacing an existing site

Step 6: Test and launch

Do these in order. Test mode must be off before your store can take real payments, and the domain must be live before you can test it.

[ ] Use test mode for transaction testing — place test orders without incurring fees
[ ] Prepare to launch your store — work through the pre-launch and cut-over checklists
[ ] Set your store domain and go live — make the domain primary and turn off test mode
[ ] Test your live store — confirm the live site works end to end

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