Create StoreConnect apps

Use this process to build a Lightning app that gives a team just the StoreConnect records and tools they need. You might build one for a specific team, such as your warehouse staff, or for everyone in the business. An app scopes a set of business functions and restricts them to the profiles you grant access to.

Before you begin

• You need access to Salesforce’s Lightning App Builder.
• Decide which profiles should be able to open the app. You assign them in the last step, and the app is invisible to everyone else.

Create a Lightning app

The steps below build an app for managing orders as a worked example. Substitute your own name and navigation items for a different team.

The App Builder is a wizard, so complete the steps in order. You cannot skip ahead and come back.

1. Go to Setup > App Manager.

2. Select New Lightning App.

   

3. Enter Orders Manager as the App Name.
4. Enter a Developer Name to reference the app by.
5. Add a Description so you and your team know what the app is for.
6. Optionally, add an image to appear in the App Launcher.
7. Select Next. The App Options window opens.
8. Choose Console Navigation, then select Next.
9. Select Add Utility Item, then:
   1. Select StoreConnect Sync and StoreConnect Navigation.

   2. Select Start Automatically on both tabs, so the utilities open with the app.

      

10. Select Next.
11. From the Available Items list, add the records the team needs. For an orders app, add Orders and Subscriptions, plus anything else useful such as Home.

12. Sort the items into the order you want using the up and down arrows.

    

13. Select Next.
14. Set the Navigation Rules for each record type by selecting Subtabs of and choosing from the list. Repeat for every record type, then select Next.
15. Move the profiles that should be able to open the app from Available Profiles to the selected list. The app is invisible to every other profile.
16. Select Save & Finish.

Confirm the app works

1. Open the App Launcher and search for Orders Manager.
2. Open the app and confirm the navigation items you added appear, and that the StoreConnect Sync and StoreConnect Navigation utilities are open at the bottom of the window.
3. Ask someone on one of the profiles you granted access to open it as well, to confirm the profile assignment took effect.

:::tip To make the app easier to find, reorder it in the App Launcher list so it appears near the top for the people who use it most. :::