# Set up a StoreConnect sync user Source: https://support.storeconnect.com/articles/how-to-create-a-storeconnect-sync-user · Last modified 21 August 2026 Video: https://vimeo.com/1197507812?fl=sv&fe=ci Use this process to create the dedicated Salesforce user that StoreConnect syncs through, assign its permissions, and authorize the store connection. A sync user on a Salesforce Integration license consumes only one Salesforce license for the integration. ## Choose the task you need - **Setting up StoreConnect for the first time.** Work through [create the sync user](#create-the-sync-user), [assign permissions](#assign-permissions-to-the-sync-user), [enable View All Data](#enable-the-view-all-data-permission), and [authorize the store connection](#authorize-the-store-connection) in order. Each step depends on the one before it. - **Your org uses multiple record types.** Also complete [set record type defaults](#set-record-type-defaults). - **Switching the connection to a different Salesforce user.** Go straight to [change the sync user](#change-the-sync-user). - **The sync user is stuck and cannot re-authenticate.** Use [clear the stored sync user](#clear-the-stored-sync-user). ## Before you begin - You need Salesforce administrator permissions to create users, edit permission sets, and change profile settings. - StoreConnect must already be installed in the org. - Record the sync user's username and password as you create them. You sign in as this user later to authorize the connection. ## Create the sync user 1. Go to **Setup** > **Users**. 2. Select **New User**. 3. Give the user a recognizable name, such as `StoreConnect sync user`. 4. Set the following: - **User License:** Salesforce Integration - **Profile:** Salesforce API Only System Integrations 5. Select **Save**. 6. Confirm the new user appears in the **Users** list with the **Salesforce Integration** license. ## Assign permissions to the sync user Complete this after the user exists. The permission set assignment in step 4 is what the next section edits. 1. On the sync user record, go to the **Permission Set License Assignments** related list and select **Edit Assignments**. 2. Select **Salesforce API Integration**, then select **Save**. 3. Go to the **Permission Set Assignments** related list and select **Edit Assignments**. 4. Add **StoreConnect Sync Standard Permission** and **StoreConnect Sync User Permission**, then select **Save**. 5. Confirm both permission sets are now listed under **Permission Set Assignments** on the user record. ## Enable the View All Data permission On a 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 that permission set has been assigned to the sync user. 1. Go to **Setup** > **Permission Sets**. 2. Select **StoreConnect Sync Standard Permission**. 3. Select **System Permissions**. 4. Select **Edit**, then find **View All Data** in the list. 5. Select the checkbox to enable it, then select **Save**. 6. Confirm **View All Data** is now selected on the permission set, and that StoreConnect no longer shows the **Missing Salesforce Permissions** warning. ## Authorize the store connection Once the sync user exists and its permissions are assigned, authorize the connection from the **StoreConnect Console** using OAuth. :::note If the authorization tab is blocked by your browser, or you close it before finishing, select **Reopen sign-in** to open it again. Select **Cancel** if you need to start over. ::: 1. In the **StoreConnect Console**, open the **Setup Guide**, or go to **Setup** > **Change sync user**. 2. Select the sync user you created if it is not already selected, then select **Authorize**. 3. In the browser tab that opens, sign in to Salesforce as the sync user and approve the authorization request. 4. Return to the **StoreConnect Console**. The page polls automatically and shows progress. 5. Confirm the connection is established: the console moves on to the next setup step and no longer prompts you to authorize. ## Set record type defaults Complete this only if multiple record types are in use on objects such as **Account**, **Contact**, and **Order**. Without a default, the sync user does not know which record type to assign to records created on the website side. 1. Go to **Setup** > **User Management Settings**. 2. Turn off **Enhanced Profile List Views** and **Enhanced Profile User Interface**. The record type settings are not visible while these are on. ![Salesforce User Management Settings page with Enhanced Profile List Views and Enhanced Profile User Interface turned off](https://res.cloudinary.com/hzkr6fi81/image/upload/v1758853341/knowledge/Sync/3-User-Management_n8h5ek.jpg) 3. Go to **Setup** > **Profiles** > **Minimum Access - API Only Integrations**. 4. Go to the **Record Type Settings** section and select **Edit** on the object that has record types. 5. Add the record types the sync user needs. 6. Select the default record type for new records, then save. ![Record type settings for a profile, showing selected record types and the default record type for new records](https://res.cloudinary.com/hzkr6fi81/image/upload/v1758853341/knowledge/Sync/4-Record-Type_nhx9sn.jpg) 7. Confirm the default is applied: place a test order on your store and check that the resulting **Account**, **Contact**, and **Order** records use the expected record type. ## Change the sync user Use this process to switch the StoreConnect connection to a different Salesforce user. You cannot select the user that is already connected. StoreConnect applies the required permissions to the new sync user automatically. 1. Go to the **StoreConnect Console**. 2. In the top-right **Setup** menu, select **Change sync user**. ![StoreConnect Console setup menu with the Change sync user option](https://res.cloudinary.com/hzkr6fi81/image/upload/v1781833757/media/ChangeSynCuser.png) 3. In the dialog, select the new sync user by username or email, then select **Apply permissions**. 4. Select **Authorize**. 5. In the browser tab that opens, sign in to Salesforce as the new sync user and approve the authorization request. 6. Return to the **StoreConnect Console**. The page polls automatically. 7. Confirm the change worked: the dialog closes on its own and the console shows the new sync user. ## Clear the stored sync user Use this process when the connection is stuck and [change the sync user](#change-the-sync-user) does not resolve it, for example after the sync user's password changes. Deleting the stored configuration record forces StoreConnect to prompt for authentication again. :::warning This deletes a StoreConnect configuration record and cannot be undone. Sync stops until you add a sync user and authorize the connection again. If you do not have Developer Console access, use [change the sync user](#change-the-sync-user) to switch back to the original user instead. ::: 1. In Salesforce, open the **Developer Console**. 2. Go to the **Query Editor** tab. 3. Run this SOQL query: ```sql SELECT Id, Name, s_c__Text__c FROM s_c__Setup_Configuration__c WHERE Name = 'selected_sync_user_id' ``` 4. Select the row that is returned, then delete the record. 5. Close the **Developer Console**. 6. Refresh the **StoreConnect Console**. 7. Go to **Setup** > **Change sync user**, then add the sync user and apply permissions. 8. Confirm the reset worked: the console prompts the sync user to re-authenticate. ## Recommended practices - Use a dedicated sync user rather than a personal account. - Avoid changing the sync user unless you need to. - Store the sync user credentials securely. - If the sync user's password changes, use [clear the stored sync user](#clear-the-stored-sync-user) to re-authenticate cleanly. --- ## Follow StoreConnect - [Email Newsletter](https://getstoreconnect.com/c/lp-newsletter) - [LinkedIn Newsletter](https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7444956928444862464) - [YouTube](https://www.youtube.com/channel/UCngKdP2x8l1wcbAKW3tvU8g) - [LinkedIn](https://www.linkedin.com/company/storeconnect) - [X / Twitter](https://x.com/storeconnecthq) ## Popular Links - [Partners](https://getstoreconnect.com/partners) - [News](https://getstoreconnect.com/articles/news) - [Events](https://getstoreconnect.com/articles/events) - [Feature Comparison](https://getstoreconnect.com/how-we-compare) - [Download a free trial](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMkeKUAT) - [Book a Demo](https://getstoreconnect.com/contact) ## Documentation - [Help documentation](https://support.storeconnect.com/help-documentation) - [AI agents](https://support.storeconnect.com/ai) - [Videos & tutorials](https://support.storeconnect.com/videos-tutorials) - [Developer reference](https://support.storeconnect.com/developer-reference) - [Release notes](https://support.storeconnect.com/release-notes) - [Troubleshooting](https://support.storeconnect.com/troubleshooting) - [Trust Center](https://trust.getstoreconnect.com/) - [Status Page](https://status.storeconnect.com/) ## Contact - info@getstoreconnect.com - US +1 415 745 3230 - AUS +61 2 8365 2308 100 S Ashley Dr, Suite 600-2461 Tampa FL 33602-600 USA Level 22, Sydney Place 180 George Street Sydney, NSW, 2000, AUS --- StoreConnect Support — https://support.storeconnect.com/articles/how-to-create-a-storeconnect-sync-user