Get started with StoreConnect
On this page
Resources for getting started
- Checklist and process (where you are right now)
- How to install video
- StoreConnect Academy training
- Contact our support team
- Evaluate using a Salesforce sandbox
Installation and basic setup
You need to be a Salesforce Admin to do most steps. You may need to do some or all, depending on where you are starting.
1: Before you install
Check compatibility and complete all prerequisites.
- [ ] Check your Salesforce org compatibility – Verify your org meets the edition, object, and API requirements
- [ ] Review prerequisites to getting started – Understand what’s required before installation
- [ ] Check Lightning Web Security is enabled – Required before installation and only applies to older Salesforce orgs
- [ ] Manage which record objects sync by default - Recommended for orgs with a large volume of records (accounts, etc.)
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 sync user in Salesforce
- [ ] Invite your team – Add team members and assign permission sets
- [ ] Learn about store themes - Accept the default them and explore theme customization
- [ ] Assign page layouts – Configure page layouts for StoreConnect objects
3: Salesforce configuration
Configure your Salesforce org to work with StoreConnect.
- [ ] 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
- [ ] Configure authentication providers – Set up login methods for your store
- [ ] Use Experience Cloud login as single sign-on – Set up Experience Cloud SSO (optional)
Advanced tasks
1: Domain configuration
Set up your custom domain and DNS.
- [ ] Connect a domain to StoreConnect – Create a Web Domain record and configure DNS records at your provider
- [ ] Set your store domain and go live – Update the Store record and go live on your domain
2: Store configuration
Set up your default and test stores.
- [ ] Understand the default store – Learn about the default store
- [ ] Set up your test store – Create an environment for testing
- [ ] Create multiple stores – Set up additional stores if needed
- [ ] Create multiple storefronts with StoreConnect – Advanced multi-storefront configuration
- [ ] Redirect to StoreConnect from existing website – Migrate traffic from legacy site
3: Test and launch
Test your store and prepare to go live.
- [ ] Test orders – Create test transactions
- [ ] How to test your new store is working – Verify everything is functioning
- [ ] Prepare to launch your store – Final pre-launch checklist
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