Page layouts, profiles and permissions sets

StoreConnect follows the same visibility rules as Salesforce, so you can configure visibility and security just as you would for any Salesforce object or field. This means you can grant users access to StoreConnect page layouts by editing Page Layout Assignments on each object. If you’d rather not use the out-of-the-box layouts, you can add StoreConnect fields and related lists to your existing ones.

Once the needed fields are on your page layouts and those layouts are assigned to the correct profiles, you’ll also need to ensure users have the right permissions to view and edit those fields. Do this by granting the relevant profiles access to the fields, or by assigning permission sets to the relevant users.

StoreConnect comes with multiple permission sets that you can use or clone and modify. These packaged permission sets do not themselves include access to Salesforce Standard objects like products and orders. Access to those is handled separately by a post-install script, described in Standard object access and the post-install script below.

Out-of-the-Box permission sets

StoreConnect Content Manager Gives users access to all CMS objects like Pages, Articles, Content Blocks etc. and also the Membership object.

StoreConnect Theme Manager Gives users access to the theme management system and theme objects (Themes, Theme Assets, Theme Templates, Theme Variables, and Theme Locales), locale translations, the Store object, and the StoreConnect Console and theme importer.

StoreConnect Order Manager Gives users access to objects like Payments, Shipments, Discounts, Stock Transfers, and read access to many related objects.

StoreConnect Administrator Gives users access to all of the above objects plus all StoreConnect configuration objects, including fields and objects related to the products object.

StoreConnect Sync User This permission set is only added to the user that the StoreConnect app uses to sync with Salesforce.

Standard object access and the post-install script

Salesforce doesn’t let a managed package include standard object permissions such as Account, Contact, Order, and Product2 in its packaged permission sets. So to give StoreConnect the access it needs to those standard objects and fields, a post-install script runs automatically whenever the package is installed or upgraded. You don’t need to run it yourself.

The script creates and maintains a set of companion “Standard Permission” permission sets, one for each main permission set. These hold the standard object and field access. Each companion is meant to be assigned alongside its matching main permission set, so the two work together.

Companion permission set	Assign alongside	Standard objects it grants access to
StoreConnect Administrator Standard Permission	StoreConnect Administrator	Account, Asset, Campaign, Contact, Lead, Order, Pricebook2, Product2
StoreConnect Order Manager Standard Permission	StoreConnect Order Manager	Account, Asset, Contact, Lead, Order, Pricebook2, Product2
StoreConnect Content Manager Standard Permission	StoreConnect Content Manager	Created for completeness — the Content Manager works on StoreConnect CMS objects and needs no Standard object access.
StoreConnect Sync Standard Permission	StoreConnect Sync User (the sync user only)	Account, Asset, Campaign, Contact, Lead, Order, Pricebook2, Product2, PushTopic

A few things to be aware of:

• The script runs asynchronously after install or upgrade, so the companion permission sets may take a moment to appear or refresh. If they are not there immediately after a fresh install, wait a short while and re-check.
• On upgrades, the script re-applies the permissions, so any new standard object or field access required by a newer version is added for you.
• Assign the companion set to the same users who hold the matching main permission set. You can skip this if they already have the required access to the Standard objects used by StoreConnect through their profile or another permission set.

Resources to help with page layouts, profiles and permission sets

Customize record page components and fields

Link to the Salesforce Trailhead

• Create and manage page layouts.
• Use the page layout editor.
• Assign a page layout to a profile.
• Explain how the page layout editor drives record detail content in Lightning Experience.

Control access to objects

Link to Salesforce Trailhead

• View existing profiles and create new ones.
• Modify access to objects using profiles.
• View all assigned users in a profile.
• Create new permission sets.
• Assign permission sets to single and multiple users.

Control access to fields

Link to Salesforce Trailhead

View and edit field-level security settings.