Setting up StoreConnect emails
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An automated email can be sent out to your customers at different stages throughout the order process, for example, your customer could be sent an automated email to confirm their purchase, and again when their order has shipped.
StoreConnect makes use of Salesforce’s built in Organization-Wide Addresses feature and this will need to be configured for your store.
Salesforce requires email domains to be verified
To support safe and high deliverability for outbound email, domain verification is required for emails sent from Salesforce. You can do this with one of the following methods:
- an active DKIM key
- a verified Authorized Email Domain.
For more information, see the Salesforce’s email requirements document.
Set up emails
- Setup an Organization-Wide Address with this same email address and make sure it is assigned to the System Administrator profile (or the profile used by the StoreConnect Authorisation user).
- If setting up a new email address in Organization-Wide Addresses, you will need to verify the email address so look out for your verification email.
- From the StoreConnect Config app, go to the Stores object.
- Choose the store you are setting up.
- Enter your chosen email address in the ‘Mail From Address’ field.
Until an email address is specified for the store, your customers will receive their emails from the email address of your StoreConnect Integration User and if they reply to that email, you may not receive it.
If you fail to verify your Organization-Wide Address, when a Checkout Step or Order Status is changed that triggers an email to be sent, an error can occur which stops the email going out due to the email address not being verified. Because of the error, Salesforce may then roll back the field change also.
Customer access emails
Your customers can create their own account for your online store so they can check the progress of their order and see their order history. When they create an account, StoreConnect sends a confirmation email. If the customer has login issues, StoreConnect can send a reset password email.
StoreConnect comes with default templates for these emails, and you can clone them or create your own if you want. To use your own template, replace the API Name with your email template on the Transactional Emails record. To do this go to Saleforce setup -> Classic Email Templates - > open the StoreConnect Folder.
Transactional emails
You can define when transactional emails (purchase confirmations, shipping notifications, etc.) are sent from StoreConnect and customize the default settings. See Transactional emails for more information.