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Set up a StoreConnect sync user

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When you create a StoreConnect sync user with a Salesforce Integration license, it consumes only one Salesforce license for the integration.

Step 1: Create the sync user

Make sure you save or take note of the profile details as you will need to log in and verify as this user later.

  1. Open the Salesforce Set Up area.
  2. Search or browse for Users.
  3. Create a new user. We recommend you call it something like StoreConnect sync user, so you can recognize it later.
  4. Select the following options:
    1. User License: Salesforce Integration
    2. Profile: Salesforce API Only System Integrations
  5. Select Save.

Step 2: Assign permissions to the sync user

  1. In the sync user record, scroll to the Permission Set License Assignments section and select Edit Assignments.
  2. Select the Salesforce API Integration, then select Save.
  3. Scroll to the Permission Set Assignments section and select Edit Assignments.
  4. Add the StoreConnect Sync Standard Permission and the StoreConnect Sync User Permission, then select Save.

You may also need to do some or all of the following procedures.

Step 3: Enable the View All Data permission

When using the Salesforce Integration license, the sync user also needs the View All Data system permission for the best sync experience. Without it, StoreConnect may show a Missing Salesforce Permissions warning and sync can be slow or degrade. Enable it on the StoreConnect Sync Standard Permission permission set after it has been assigned to the sync user.

  1. In Salesforce, search for permission sets in the Quick Find.
  2. Locate and select StoreConnect Sync Standard Permission. The permission set record opens.
  3. Scroll down and select System Permissions. The system permissions record opens.
  4. Select Edit, then scroll down the list and find View All Data.
  5. Select the checkbox to enable it, then select Save.

Step 4 (No MFA): Verify the sync user

If you don’t have multifactor auth set in your Salesforce org, you’ll be prompted to verify the sync user via email. After you do this, you’ll be signed out of the Salesforce UI.

To go back to using your own account, sign out and back in again under your own org profile. We recommend you use incognito mode or clear your browser cache to allow this.

Step 4 (MFA): Set a MFA verification method and verify sync user

If multi-factor authentication is enforced on your Salesforce instance, you’ll need to complete this step.

  1. Go to the email you entered for the sync user.
  2. Get the password that has been supplied.
  3. Go to login.salesforce.com and log in as the sync user.

  4. Set the verification method to Use Verification codes from an authenticator app. (Such as Google Authenticator, Authy, OTP Auth, etc.). Currently the Salesforce Authenticator mobile app is not supported by StoreConnect.

    choose verification type

  5. Select Continue.

This verification method is required to sign in as the sync user when setting up StoreConnect.

After you do this, you’ll be signed out of the Salesforce UI. To go back to using your own account after verification, sign out and back in again under your own org profile. We recommend you use incognito mode or clear your browser cache to do this.

Set record type defaults

If multiple record types are in use on objects such as Accounts, Contacts and Orders, the sync user will need to know what record type to assign for any records created on the website side.

  1. Navigate to Salesforce Setup > User > User Management Settings.

  2. Disable Enhanced Profile List Views and Enhanced Profile User Interface options. This is required to see the settings.

    choose the record types

  3. Navigate to User > Profiles > Minimum Access - API Only Integrations.
  4. Scroll to the Record Type Settings and click Edit on the Object you have record types for.
  5. Add the Record Types required.

  6. Select the default record type for any new records.

    default record

Change the sync user

Use this method when you want to switch the StoreConnect sync user to a different Salesforce user.

  1. Go to the StoreConnect Console.
  2. In the left-hand menu, click Sync (under General).
    Navigate to change sync user
  3. Click Change Sync User. A dialog appears.
    Select new sync user
  4. Click the ✕ (cross) icon next to the user name.
  5. Enter and select the username or email of the new sync user. Note, you cannot select the same user.
  6. Click Apply permissions.
  7. Enter Verification Code (if prompted).

StoreConnect will authenticate the new user and apply the required permissions automatically.

Advanced: delete and add a new sync user via the developer console

Note: If you do not have developer console access to perform this advanced procedure, you can switch back to the original user by following the ‘Change a sync user’ procedure again, see above.

  1. In Salesforce, open the Developer Console.
  2. Go to the Query Editor tab.
  3. Run the following SQL query:

SELECT Id, Name, s_c__Text__c FROM s_c__Setup_Configuration__c WHERE Name = 'selected_sync_user_id'

  1. When the record appears:
    1. Select the row.
    2. Delete the record.
  2. Close the Developer Console.
  3. Refresh the StoreConnect Console.
  4. Click Sync > Change sync user.
  5. Add the sync user and apply permissions.

The new user will now be prompted to re-authenticate.

  • Use a dedicated sync user (not a personal account)
  • Avoid changing the sync user unless necessary
  • Document sync user credentials securely
  • If a password changes, follow the Advanced steps above to re-authenticate cleanly

Related articles

Documentation Create multiple storefronts with StoreConnect Documentation Install StoreConnect to a Salesforce trial org Documentation Redirect to StoreConnect from existing web pages

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