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Upgrade guide — v20 to v21

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v21 is a significant release with major updates across promotions, POS, and payments, and introduces StoreConnect Bundles as a new feature. This guide gives you a plain-English overview of what has changed, followed by detailed upgrade steps in each subsection.

Advanced promotions

StoreConnect v21 introduces a new Advanced promotions engine with a dedicated Salesforce data model. Nine new objects support the full promotion lifecycle: Promotion2__c, Condition__c, Reward__c, Cart_Promotion2__c, Promotion2_Condition__c, Promotion2_Product_Scope__c, Promotion2_Usage__c, Reward_Usage__c, and Order_Item_Reward__c. The engine supports promo codes, auto-applied promotions, free product rewards, and free shipping rewards. Permissions for all nine objects are included in the standard StoreConnect permission sets.

StoreConnect Bundles

v21 introduces StoreConnect Bundles, a native bundle solution for stores that do not use or need Salesforce CPQ. Products can be flagged as bundle-only via their pricebook entry, preventing them from being added to a cart directly and reserving them for use as bundle components only.

Multi-channel shipping and tax

Shipping rates and tax providers can now be scoped to specific channels. The new Channels__c field on Shipping_Rate__c and Tax_Provider__c specifies whether the rate or provider applies to the web store, the POS, or both. Existing records are automatically backfilled with both channels during the package upgrade.

Multi-gateway refunds

Refund support has been extended to a wider range of payment gateways, including Adyen, ZippayAu, Windcave, Tyro, PayWay, and CyberSource. These gateways previously required refunds to be processed outside StoreConnect.

POS improvements

v21 includes a major overhaul of the POS sync system. Sync now uses cursor-based pagination, improving reliability and removing the previous 72-hour window limitation on order retrieval. A new Register_Shift_Id__c field on Payment__c links payments to POS register shifts for end-of-shift reconciliation. New outlet and register Liquid drops are available in POS templates.

Custom objects in Liquid

Salesforce custom objects can now be synced to the web store and queried using Liquid templates, enabling data from any synced custom object to be surfaced on store pages.

Voucher enhancements

Vouchers now support an activation deadline via the new Activate_Before_Datetime__c field on Voucher__c. Voucher audit logging has been added, and asset linking is now supported.

Subscription improvements

New delinquency tracking fields on Subscription__c provide visibility into subscriptions that have missed payment cycles. eWay v2 subscriptions now support 3DS token rotation.

ZippayAu

The legacy Zippay v1 API integration has been replaced with ZippayAu. If your store uses Zippay, review the Payments section of this guide before upgrading.

Upgrade steps

Work through the sections that apply to your implementation:

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