Glossary

This glossary defines terms that appear throughout the StoreConnect documentation.

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A

Abandoned Cart A shopping cart that has been idle for a configured period (default 10 hours) with items in it but no linked order. StoreConnect automatically marks eligible carts as abandoned via scheduled background jobs.

Account A Salesforce standard object representing a business or organization. In StoreConnect, accounts can have multiple contacts, assigned memberships, credit limits, purchase order requirements, and price book associations.

Account Credit Store credit issued to an account that can be applied to future orders. The running balance is visible to authenticated users on their account page.

Account Pricing Pricing configured for a specific account, typically by assigning a dedicated price book. Account pricing allows B2B customers to receive negotiated or custom rates that differ from standard list prices. See also: Price Book.

Alternate Keyword An additional search term assigned to a CMS content record such as a page or article. Alternate keywords supplement the primary keyword and broaden the range of search queries that surface a given piece of content in on-site search results. See also: Keyword.

Answer Engine Optimization (AEO) See Generative Engine Optimization (GEO).

API-Only User See Sync User.

Artificial Intelligence (AI) Machine learning and natural language processing technologies used to automate tasks, generate content, and power intelligent search. StoreConnect supports AI-driven content discovery, enabling store content to be surfaced by AI-powered search engines and chatbots. See also: Generative Engine Optimization (GEO).

Authentication Provider A configuration record in StoreConnect that enables a login method for a store. Supported providers include StoreConnect (username/password), Azure Active Directory, Google OAuth, and Experience Cloud SSO.

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B2B (Business-to-Business) A commerce model where businesses sell to other businesses. StoreConnect supports B2B stores with features including account pricing, credit limits, and purchase order requirements.

B2C (Business-to-Consumer) A commerce model where businesses sell directly to individual consumers. StoreConnect supports B2C stores with features including membership pricing and public product visibility.

Backorder An inventory setting allowing customers to purchase products that are temporarily out of stock, with fulfillment occurring when stock is replenished.

Balance The current available credit amount associated with a record such as an account, store, or gift card. Balances update in real time as payments are made or credits are applied. See also: Account Credit, Store Credit, Gift Card Balance.

Balance Payments Payments made using an available credit balance — such as store credit or gift card balance — rather than an external payment method. Balance payments can be combined with other payment types at checkout.

Block Price A tiered pricing model where the unit price of a product changes based on the quantity ordered. Each tier defines a lower and upper quantity range with a corresponding unit price; when a customer selects a quantity, StoreConnect automatically applies the matching tier. Block pricing is configured exclusively through Salesforce CPQ (it requires the CPQ managed package and SBQQ__BlockPrice__c records) and applies to both standalone products and products sold within a bundle. Block-priced items are excluded from promotion codes, stacked discounts, buy-one-get-one offers, and loyalty-point redemptions. See also: CPQ (Configure, Price, Quote).

Bookable Event A product type in StoreConnect that represents a scheduled event or activity available for customer booking. Bookable events contain one or more sessions, each with a defined capacity, timing, and location.

Booking A customer reservation for a session within a bookable event. Bookings are recorded as orders in Salesforce and generate a booking attendee record for each registered participant.

Booking Attendee A record representing an individual participant in a booking. Multiple attendees can be associated with a single booking where the customer is purchasing for a group.

Bundle A collection of multiple products sold together as a single item. StoreConnect supports Salesforce CPQ product bundles and in-page bundling.

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Cart A container tracking the items a customer intends to purchase. StoreConnect carts record items, pricing, and session details, and are converted to orders at checkout.

CDN A Content Delivery Network (CDN) is a cloud-based platform outside of the Salesforce ecosystem that StoreConnect uses to store all your media files.

Checkout The process where customers review their cart, enter shipping and billing information, and complete payment. StoreConnect supports a combined checkout for multiple product types in a single transaction.

Click & Collect A fulfillment method allowing customers to purchase online and pick up their order in store at a specified location.

CMS (Content Management System) StoreConnect’s built-in system for managing website pages, articles, and content blocks. It supports HTML, CSS, JavaScript, Liquid templating, and markdown.

Contact A Salesforce standard object representing an individual person. StoreConnect creates or updates a contact record for every store customer.

Content Block A reusable content segment (text, images, or HTML) that can be embedded in pages, product descriptions, and category pages.

CPQ (Configure, Price, Quote) Salesforce’s product for complex product configuration. StoreConnect is compatible with CPQ subscriptions and product bundles.

Component Group A named grouping of Component Products within a Product Bundle that enforces selection constraints on the customer. A group can require a minimum or maximum number of distinct products to be chosen, and can also enforce a minimum or maximum total quantity across those selections. A group that allows only one product is rendered as single-select (radio buttons); otherwise it is multi-select. Each group appears as its own ordered section on the product configuration page. Component Groups belong to StoreConnect’s native bundling system and are distinct from Salesforce CPQ Product Features. See also: Component Product, Product Bundle.

Component Product An individual product offered as a selectable option within a Component Group of a Product Bundle. Component Products support minimum, maximum, and default quantity constraints, a required flag, and a “free quantity” — units included in the bundle at no additional charge. They can also carry bundle-specific pricing overrides (unit price, sale price, loyalty points, and deposit) defined via Component Pricing records; these are resolved per pricebook at checkout and take precedence over the product’s standalone Price Book Entry. Component Products belong to StoreConnect’s native bundling system and are distinct from Salesforce CPQ Product Options. See also: Component Group, Component Pricing, Product Bundle.

Credit Limit The maximum outstanding balance an account can carry. When a credit limit is configured on an account, StoreConnect prevents purchases that would exceed the limit. Used in B2B purchasing scenarios with purchase order payment terms.

Custom Field A field added to a Salesforce object beyond its default schema. Custom fields can be added to objects such as Account, Order, or Product2 to capture additional data, and can be surfaced in StoreConnect via Liquid templates or the API.

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D2C (Direct-to-Consumer) A commerce model where manufacturers sell directly to end consumers without intermediaries. StoreConnect supports D2C businesses on the same platform as B2B and B2C stores.

Deprecated A feature, setting, or integration that is no longer actively developed and may be removed in a future version. Deprecated functionality continues to operate but should be replaced with its recommended alternative.

Discount An automatic price reduction applied to products or a cart based on conditions such as membership, account, or date range. Discounts apply without a code — see also: Promotion.

Donation A one-time or recurring contribution to a nonprofit organization. StoreConnect supports flexible donation amounts and recurring donation schedules.

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Email Template A pre-built email structure used for transactional notifications, automated communications, and marketing messages. StoreConnect email templates support Liquid for dynamic content. See also: Visualforce Email Template, Transactional Email.

Environment A distinct Salesforce instance or org. Common environments include production, sandbox (UAT), and developer orgs. Each operates independently with its own data, configuration, and StoreConnect installation.

Evergreen Subscription A subscription that continues indefinitely until cancelled by the customer, manually cancelled in Salesforce, or terminated due to a failed payment. Evergreen subscriptions are sometimes referred to as recurring subscriptions. See also: Recurring Payment.

Experience Cloud Salesforce’s platform for building branded customer portals and websites. StoreConnect integrates with Experience Cloud for SSO authentication.

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Fixed Term Subscription A subscription with a defined number of payments that ends automatically. For example, 12 monthly payments over one year.

Flow A Salesforce automation tool that executes a process when triggered by a record change or other event. StoreConnect integrates with flows for custom automations.

Form A configurable data collection record used to gather custom information from customers at specific points in the store experience. StoreConnect supports four form types: - Product form — displays on a product detail page and collects information when a customer adds the item to cart, such as personalization text or customization details. - Checkout form — collects information at one or more steps during checkout, including customer information, shipping, payment, or terms acceptance. - Account form — appears on account pages and allows authenticated customers to update their profile, address, and preferences. - Generic form — a reusable form embedded on CMS content pages for general data collection such as contact forms, lead capture, or event registration.

Fulfillment The process of picking, packing, and dispatching an order to the customer.

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Generative Engine Optimization (GEO) The process of improving digital content to increase visibility, citations, and trust within AI-powered search engines and chatbots, such as ChatGPT, Google’s AI Overviews, and Perplexity. Unlike traditional SEO, which drives clicks to websites, GEO focuses on being the synthesized answer that AI provides directly to users. Also known as Answer Engine Optimization (AEO). See also: Search Engine Optimization (SEO).

Gift Card A prepaid payment card issued by a store with a fixed monetary value. Gift cards can be purchased and redeemed at checkout. StoreConnect manages gift card balances and supports partial redemption.

Gift Card Balance The remaining monetary value available on a gift card. The balance updates in real time as redemptions occur. See also: Balance.

Google Merchant Feed An XML file automatically generated by StoreConnect (refreshed every 6 hours) containing product data, pricing, shipping, and loyalty information for use with Google Shopping.

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Headless Commerce An ecommerce architecture where the customer-facing front end is decoupled from the backend system. StoreConnect can operate as a headless backend, serving data via its API.

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Inventory The stock of products available for sale. StoreConnect provides real-time inventory tracking across multiple locations and supports stock transfers between locations.

Inventory Product A product enabled with stock level counting for inventory management. When stock tracking is active, StoreConnect monitors available quantity, prevents overselling (unless backorder is enabled), and supports stock transfers between locations. See also: Backorder.

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Jailbreak (POS devices) The unauthorized modification of a POS device’s operating system to remove manufacturer restrictions. StoreConnect’s POS application is designed to detect and refuse to operate on jailbroken devices, protecting payment data and store operations even when a device is physically compromised.

Junction Object A Salesforce record used to create a many-to-many relationship between two other objects. For example, a junction object may link a membership to multiple products, or a promotion to multiple accounts.

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Keyword A word or phrase associated with a product, page, or article to improve its discoverability in on-site search results. StoreConnect CMS content supports both a primary keyword and one or more alternate keywords. See also: Alternate Keyword, Search Engine Optimization (SEO).

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Lead A Salesforce object representing a prospective customer not yet identified as an account or contact. StoreConnect automatically converts leads during the checkout process.

Liquid A template language used in StoreConnect for generating dynamic content on pages and in emails. Liquid tags and filters allow access to store data at render time.

Loyalty Points A virtual currency customers earn from purchases that can be spent on future orders. StoreConnect supports configurable earn rates and redemption values per product.

Loyalty Program A system for rewarding repeat customers with points, discounts, or member benefits. Configured in StoreConnect with earn and purchase point values per product.

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Mailing List An opt-in list of subscriber email addresses managed within a Salesforce campaign. StoreConnect can associate store customers with mailing lists and use them for targeted email communications.

Master Product The parent product record from which product variants are derived. The master product defines shared attributes such as name, description, and category, while each variant specifies a distinct combination of options such as size and color. See also: Product Variant.

Media Includes all images, videos and sound files used on your StoreConnect website. This includes product images.

Membership A customer classification that grants specific pricing, content access, and promotional benefits. Memberships are assigned to accounts and control product visibility and pricing.

Membership Content Content records — such as pages or articles — associated with a membership record and hidden from non-members. Membership content enables gated access for subscribers or members.

Multi-Store A StoreConnect configuration where multiple independent storefronts operate within a single Salesforce org. Each store can have its own branding, product catalog, pricing, and payment configuration while sharing a common Salesforce data layer.

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Nonprofit An organization serving a charitable or social mission. StoreConnect includes specialized features for nonprofits, such as donation processing, peer-to-peer fundraising, and sponsorship programs.

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Object (Liquid) A Liquid variable that represents a data entity available within a template, such as a product, cart, or customer. Liquid objects are accessed using dot notation — for example, product.title — to render dynamic values on storefront pages and in emails.

Object (Salesforce) A database table in Salesforce that stores a specific category of data. Salesforce includes standard objects such as Account, Order, and Product2, and allows custom objects to be created for additional data types. StoreConnect adds its own custom objects to the Salesforce data model.

Object Limits Platform-level constraints imposed by Salesforce on the number of records, fields, or relationships an object can support. These limits apply to all orgs and should be considered when designing custom data models alongside StoreConnect.

Omnichannel Commerce A seamless shopping experience across multiple channels (online, in-store, mobile) with unified inventory and customer data. StoreConnect is designed to support true omnichannel retail.

Order A Salesforce standard object representing a completed purchase transaction. StoreConnect creates orders from carts at checkout.

Order Campaign A record that captures the UTM marketing attribution parameters — source, medium, campaign, content, and term — associated with a completed order. Order campaigns are created automatically when a cart with UTM tracking data is converted to an order, and are synced to Salesforce for reporting and analysis. If Privacy Compliance is enabled on the store, a UTM Tracking cookie record must be configured and accepted by the visitor for UTM tracking to function. See also: UTM Code.

Order Item Also known as an Order Product. A line item within an order representing the purchase of a single product.

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Page Layout A Salesforce configuration that defines which fields are displayed on a record and in what arrangement. StoreConnect requires specific page layouts to be assigned to user profiles.

Payment Gateway A service that securely processes credit card and payment transactions. StoreConnect integrates with 20+ payment gateways.

Payment Provider A company that provides payment processing services. StoreConnect supports multiple simultaneous payment providers per store.

Permission A control that defines what actions a user can perform. In StoreConnect, permissions operate at three levels: Salesforce (controlled by profiles and permission sets), POS (controlled by POS user roles), and website (controlled by membership and account settings).

Permission Set A Salesforce configuration that grants additional permissions to specific users without changing their base profile. StoreConnect provides managed permission sets that must be assigned to relevant users, such as administrators and sync users.

Person Account A Salesforce account type that combines account and contact data into a single record for individual consumers. StoreConnect supports person accounts.

Point of Sale (POS) A retail checkout system for processing in-store transactions. StoreConnect includes an integrated POS with support for receipt printing, EFTPOS terminals, and cash management.

Price Book A Salesforce object that defines pricing for products. StoreConnect supports multiple price books per product, scoped by store, account, or membership.

Price Book Entry A Salesforce record that links a product to a price book with a specific price. Price book entries define the unit price for a product in a given context — such as a store, account, or membership tier — and can include additional settings such as minimum order quantities.

Product An item available for purchase on a store. Products are stored as Salesforce Product2 records and can be configured as physical goods, digital downloads, services, subscriptions, bookings, or donations.

Product Category A classification or grouping of related products that enables navigation and filtering on the storefront. Categories can be nested to create a hierarchy.

Product Code A unique alphanumeric identifier assigned to a product for catalog and reporting purposes. Distinct from a SKU, which identifies a specific variant for inventory tracking. See also: SKU.

Product Master See Master Product.

Product Price The monetary value at which a product is offered for sale. In StoreConnect, product prices are defined through price book entries and can vary by store, account, membership, or active promotion.

Product Trait A searchable and filterable attribute that describes a product, such as size, color, or material. Traits are used to build faceted search and product comparison features.

Product Variant A specific version of a master product that represents a distinct combination of options (for example, a shirt in size Large and color Blue).

Product Visibility A setting that controls which customers can see a product on the storefront. StoreConnect supports visibility rules based on membership, account type, login status, and product availability.

Profile A Salesforce configuration that defines a user’s baseline permissions, accessible page layouts, and record type access. Every Salesforce user is assigned exactly one profile. StoreConnect requires specific profiles to be configured for admin users, sync users, and POS users.

Promotion A temporary offer that requires a customer to enter a promo code at checkout. Promotions are distinct from discounts, which apply automatically.

Purchase Order (PO) A business document authorizing payment. StoreConnect supports PO-required purchasing for B2B accounts, allowing business customers to pay by invoice.

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Query The keyword phrase a user types into the search bar on your website. StoreConnect processes queries against product names, descriptions, keywords, and traits to return relevant search results.

Quick Start An accelerated self-install process for getting started with StoreConnect in a simple and fast way. Quick Start guides administrators through the minimum required configuration steps to launch a functional store.

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Recurring Payment A payment processed automatically on a regular schedule, used for subscription billing. StoreConnect handles recurring charges through integrated payment providers. See also: Evergreen Subscription.

Redirect Sending a browser request to a different URL. StoreConnect supports 301, 302, and in-page redirects for managing URL changes and SEO.

Refund The return of payment to a customer for a cancelled or returned order or order item. StoreConnect supports full and partial refunds processed back to the original payment method.

Refund Credit A credit issued to a customer’s store credit balance as an alternative to returning funds to the original payment method. Refund credits can be applied to future purchases at the same store. See also: Store Credit.

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Sales Cloud The core Salesforce CRM platform, now also referred to as Agentforce Sales. StoreConnect is built entirely on Sales Cloud and does not require any additional Salesforce licenses beyond the base package.

Sandbox A test environment copied from a production Salesforce org. StoreConnect can be installed to sandboxes for testing and development purposes.

Search Engine Optimization (SEO) Practices that improve a website’s visibility in search engine results. StoreConnect provides SEO fields (meta title, meta description, canonical URL, structured data) on all pages and products.

Search Keyword A word or phrase configured on a product, page, or article to improve its ranking in on-site and external search results. See also: Keyword, Search Engine Optimization (SEO).

Service Cloud (Agentforce Service) Salesforce’s customer service platform, now also referred to as Agentforce Service. Service Cloud adds case management, knowledge base, and omnichannel support capabilities. StoreConnect can integrate with Service Cloud for customer support workflows, though it is not required.

Session In the StoreConnect booking system, a time block offered for customer booking, such as a course, appointment, or event. Sessions have a duration, capacity, location, and availability schedule.

Shared Success Fee A StoreConnect billing charge calculated as a percentage of monthly order value, billed in arrears. This is in addition to the subscription fee.

Shipment A record representing the physical dispatch of one or more order items to a customer. Shipments track the carrier, tracking number, dispatch date, and delivery status.

Shipping Provider A carrier or logistics company that delivers physical orders to customers. StoreConnect integrates with shipping providers to calculate rates and generate labels at checkout and fulfillment.

Shipping Zone A geographic region with specific shipping costs and available delivery methods assigned to it.

Sitemap An XML file listing all publicly accessible pages on a StoreConnect storefront, automatically generated and submitted to search engines to assist with crawling and indexing.

SKU (Stock Keeping Unit) A unique identifier for a product or product variant used for inventory tracking and order management.

SMS Short Message Service (text messaging). StoreConnect integrates with SMS providers such as SMS Magic, 360 SMS, and Salesforce Marketing Cloud for customer notifications.

Split Shipment The fulfillment of a single order across multiple separate shipments, typically because items are dispatched from different locations or at different times.

Store Branding The visual identity settings for a storefront, including logo, colors, fonts, and other design elements. Store branding is configured in the StoreConnect Console and applied through the active theme.

Store Credit A monetary credit balance assigned to a customer account that can be applied to future purchases at the store. Store credit is distinct from gift card balances and loyalty points. See also: Account Credit, Balance.

Store Variable A configurable key-value setting stored in Salesforce that controls store behavior without requiring code changes. Store variables can manage features such as checkout field visibility, password policies, POS options, and SSO settings, and can optionally be made available in Liquid templates via the store_variables object.

Storefront The customer-facing online store interface where customers browse products, manage their account, and complete purchases. Also referred to as a Store.

StoreConnect Console The administrative dashboard for system administrators to manage the entire StoreConnect installation, monitor store health, and access settings.

StoreConnect External ID A unique identifier in UUID format assigned to core StoreConnect records such as orders, payments, contacts, accounts, and products. Stored as the sc_id field in Salesforce, the StoreConnect External ID provides a stable reference for external system integrations and API calls, and is distinct from the internal Salesforce record ID.

Subscription A recurring payment arrangement for a product or service. StoreConnect supports both evergreen (ongoing) and fixed-term subscriptions with configurable billing intervals.

Subscription Term The duration between subscription charges, for example 1 month or 1 year. Defined by a term count and term unit (day, week, month, or year).

Sync User A dedicated Salesforce user account required by StoreConnect to synchronize data between Salesforce and the storefront. This user must be configured with specific permissions. Also referred to as an API-Only User.

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Tax Zone A geographic region with defined tax rates and rules. StoreConnect calculates tax at checkout based on the customer’s shipping or billing address and the applicable tax zone.

Test Mode A payment processing configuration that simulates transactions without processing real charges. Test mode is used during development and quality assurance to validate checkout flows without affecting live payment data.

Test Order An order placed while a store or payment provider is in test mode. Test orders allow administrators to verify the full checkout and fulfillment process without processing real payments.

Theme A website template that controls the design, layout, and styling of a storefront. StoreConnect is theme-driven and includes default themes that can be customized.

Transactional Email An automated email sent in response to a specific event, such as an order confirmation, shipping notification, or password reset.

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User Account Page The customer-facing area of a StoreConnect storefront where authenticated users can view and manage their profile, order history, subscriptions, loyalty points, and preferences.

UTM Code A URL parameter appended to marketing links to track campaign attribution. StoreConnect automatically captures UTM codes and associates them with orders for reporting.

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Variant and Variant Product See Product Variant.

Visualforce Email Template A Salesforce email template built using Visualforce markup, allowing dynamic Salesforce data to be merged into the email content. StoreConnect supports Visualforce email templates for transactional and automated email communications. See also: Email Template, Transactional Email.

Voucher A prepaid certificate that can be redeemed against a purchase. Similar to a gift card but may carry usage restrictions such as a minimum spend or product category limitation.

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Website Builder StoreConnect’s visual drag-and-drop page editor for creating and editing storefront pages. Changes are saved as Content Change records and require approval before publishing.

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