Help Documentation

Integrations

Integrate Google Analytics in your store

Install your Google Analytics 4 tracking code into the Head Content block on your store record so every page is tracked. Covers finding and replaci...

Sync products to facebook data feed

StoreConnect auto-generates a Facebook catalogue XML feed for each store. Ensure products meet prerequisites like active status, pricing, and image...

View the Google Merchant feed

StoreConnect auto-generates a Google Merchant Feed XML file every 6 hours with product data, shipping, sale prices, and installments. Configure Goo...

Embed a Google map on your website

Copy a Google Maps embed code and paste it into a Content Block using the No Added Styling template, then render the block anywhere on your site.

Web-to-lead and web-to-case integration

Generate Salesforce Web-to-Lead or Web-to-Case HTML forms, embed them on your StoreConnect pages via Content Blocks, add reCAPTCHA v2 spam protecti...

Google Tag Manager first-party gateway

Route Google Tag Manager scripts and measurement hits through your own store domain using the built-in first-party GTM gateway, configured via two ...

Inventory and stock

Transfer stock between locations

Move inventory between stock locations. Select an origin location, allocate quantities to one or more destinations, then commit the transfers in bu...

Manage stock levels

Understand how Count on Hand and Available to Sell work, configure order statuses for automatic stock adjustments, correct inventory counts, and tr...

Record a stocktake

Record a physical inventory count against your Stock Levels — one record at a time for quick corrections, or in bulk via a spreadsheet export and r...

Stock locations

Create stock location records for your warehouses and shops, assign them to stores, and configure fulfilment options for shipping, click-and-collec...

Orders

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Adding captcha to your checkout flow

Protect your checkout from bots and fraud by enabling Google reCAPTCHA v3. Set up your own keys in the Google Admin Console and configure them via ...

Address verification and auto complete

Reduce shipping errors by integrating Addressfinder address auto-complete into your checkout. Sign up for the service and add their JavaScript to e...

Enable printable invoices and receipts

Add printable invoice and receipt links to the customer account page using Liquid snippets, store variables, and the browser print dialog to genera...

How to build an application form with payment - part 2

Build a Lightning Web Component to embed a Salesforce Screen Flow on your website, connect it to a direct-to-cart checkout, and link the submitted ...

Change the account for an order

Reassign an order to a different account and contact by merging duplicate records or manually updating the Account Name, Contact, and Billing Conta...

Set an order number prefix

Add a custom prefix to your order reference numbers by creating an order_reference_prefix Store Variable on your store record.

Payments

Payment providers

Choose and configure payment providers for your store, including credit card, ACH, PayPal, BNPL, Apple Pay, Google Wallet, surcharges, and subscrip...

POS-ready payment providers

Explore the options for payment providers when using StoreConnect POS features.

Payment methods

Overview of the payment methods available to customers at checkout in StoreConnect, including credit card, ACH direct debit, buy now pay later, pay...

Managing payments

How to take, track, and configure payments in StoreConnect, including surcharges, payment origin codes, Salesforce payment actions, order payment l...

Point of sale

Point of sale (POS) admin

StoreConnect POS provides register sales, live inventory sync, offline transactions, cash drawer and EFTPOS integration, and multi-user access with...

Point of sale (POS) operations

Daily POS operations for managers and employees, including opening and closing shifts, processing sales, signing in to registers, and managing spec...

Products and pricing

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Product setup and configuration

Set up and configure products in StoreConnect, including product records, variants, traits, bulk uploads via CSV, and structured data for SEO.

Product pricing

Configure product prices using Salesforce price books, manage multi-currency stores, accept deposits, apply discounts, and enable customer quote re...

Product media

Manage images, SVG files, documents, and other media for your products, including bulk imports and aspect ratio configuration.

Product categorisation and discovery

Organise products into categories, enable comparisons, and configure related products to help customers find what they're looking for.

Specialised product types

Configure bookable events, rental products, CPQ bundles, reserved products, and restricted products in StoreConnect.

Subscription products

Configure evergreen or one-time subscription products with settings for pricing, term units, billing delays, renewal order timing, and six subscrip...

Promotions and loyalty

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Add your Facebook Pixel code

Install your Facebook Pixel tracking code on a StoreConnect store by adding it to the Head Content section via a Content Block in the StoreConnect ...

Loyalty points

Reward repeat customers with a points-based loyalty system. Points are earned through purchases and can be spent as full or partial payment. Config...

Promotions

Create promo-code-based discounts with configurable actions, scopes, usage limits, and date ranges. Supports per-item discounts, order-wide discoun...

Promotions & marketing

Overview section for promotions and marketing features in StoreConnect. Content is not yet available.

UTM tracking codes

StoreConnect captures UTM parameters from inbound URLs and persists them through to the completed order, giving you accurate campaign attribution d...

About advanced promotions

StoreConnect's promtions engine supports automatic and coupon-based promotions, advanced scheduling, stacking rules, channel and customer scopi...

Site content

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Adding your own custom content block templates

Register a new content block template by adding a picklist value to the Content Block object in Salesforce Setup, then matching the API name to you...

Adding third party widgets and code blocks

Embed third-party widgets, code blocks, and SaaS platform snippets into your StoreConnect web pages using Content Blocks.

Articles and article categories

Create and organise blog posts and press releases using Articles, group them into Article Categories with parent-child hierarchies, and display fea...

Custom forms

Collect customer data at checkout, on product pages, or anywhere on your site using StoreConnect's three form types: Generic, Checkout, and Pro...

On demand page rendering

Use asynchronous JSON requests to load and update store data without page reloads, enabling dynamic experiences like add-to-cart without navigation...

Route mapping

Set up 301 permanent redirects, 302 temporary redirects, and URL rewrites so visitors reach the correct page when slugs or paths change. Also cover...

Store configuration

Location and geolocation

Use geolocation to redirect international visitors to the correct store, and add a store locator so customers can find physical outlets near them.

Store setup

Configure the core settings of your StoreConnect store, including the store record, variables, security controls, and system availability.

StoreConnect sync

StoreConnect Sync (SCSync) keeps your website and Salesforce data synchronized in near real-time. Covers sync speed, change events, error handling,...

Manage sync errors

Diagnose and resolve website-to-Salesforce sync failures using the Sync Error Tool. Includes a reference table of common Salesforce status codes, t...

Store design

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Cart and checkout configuration

Configure checkout behaviour including payment terms, customer name fields, click and collect options, and add-to-cart forms.

Content management

Manage store content using content blocks, pages, Liquid templates, and markdown to build and style your StoreConnect site.

Developer tools and debugging

Tools for developers to inspect, debug, and test your StoreConnect store, including the web console and store roles.

Downloadable themes

Browse free, ready-to-use StoreConnect themes and import them with the Theme Importer. All themes extend the Base Theme, which includes default tem...

Image and media management

Central hub for media management topics introduced in release 20.15: uploading files, admin setup, the media manager interface, organising media, t...

Liquid and dynamic content

Use Liquid tags and filters to create dynamic, personalised content throughout your StoreConnect store.

Support and resources

Granting support access to your Salesforce org

Grant temporary login access to the StoreConnect support team from your Salesforce profile settings and share your Org ID so they can locate your i...

How to trigger a reindex from the support portal

Request a product index rebuild through the StoreConnect support portal when new products or traits are not appearing on your storefront.

StoreConnect partner program

Terms and benefits of the StoreConnect Partner Program, including tier requirements, demo and production store entitlements, certification access, ...

StoreConnect support

Contact and access information for StoreConnect customer support.

Stores for partners

Partners can access a free pop-up production store, a perpetual demo store, or a 30-day trial. Apply with a StoreConnect-focused landing page to re...

Support service response times

Support priority levels and target resolution times: Critical issues within 1-3 business days by plan, High within 1-2 weeks, and Medium/Low withou...

Tax

Avalara AvaTax

Connect your Avalara AvaTax account to StoreConnect for automated, real-time tax calculations across 12,000+ US jurisdictions and 200+ countries. C...

Configure tax

Configure tax for your store by setting the tax method on price books, creating geographic zones, defining tax rates with effective dates, and asso...

Set up zones for applying us tax rates

Create ZIP-code-based zones in StoreConnect to apply different US tax rates per region. Covers importing postcodes, creating zones, linking tax rat...

Recalculating taxes

Enable and use the Tax Calculator in Salesforce to calculate taxes on new orders or recalculate after order item changes. Supports POS orders, spli...

Configure tax exempt customers

Mark customer accounts as tax-exempt using the Tax Entity Code field to automatically remove taxes during web checkout, POS sales, and Salesforce o...

About StoreConnect

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StoreConnect features index

A complete flat index of every StoreConnect feature reference article, grouped by functional area. Updated at every release to reflect current cove...

Enterprise guide

A long-form reference for enterprise evaluators and complex migration projects. Covers StoreConnect's platform architecture, multi-store model,...

Supported currencies

StoreConnect supports 159 currencies out of the box. Set the currency on your store record and ensure your payment provider supports it -- the corr...

Does StoreConnect replace an existing CMS?

StoreConnect can fully replace an existing CMS like WordPress, with built-in SEO fields, Google Analytics support, UTM tracking, merchant feeds, si...

Glossary

Definitions of key terms used throughout the StoreConnect documentation, covering commerce, Salesforce, POS, AI, and platform concepts.

StoreConnect capabilities

A complete guide to StoreConnect capabilities, organised by audience role. Covers functional areas, enterprise architecture, and industry-specific ...

Getting started

Get started with StoreConnect

Overview of getting-started steps and resources including documentation, videos, academy training, and support contact options for new StoreConnect...

Before you install

What you need before installing StoreConnect, including compatibility checks, Person Accounts, enabling Lightning Web Security, creating a sync use...

StoreConnect setup

Step-by-step walkthrough for setting up your StoreConnect store, including the self-installer, user management, page layouts, test orders, and prep...

Salesforce setup

Configure your Salesforce org for StoreConnect, including page layouts, profiles, trusted URLs, and authentication providers.

Domain configuration

Register a domain and set up a custom domain name to use with your StoreConnect store.

Migration

Guidance on migrating your StoreConnect store from a sandbox to production.

Agentforce AI agents

About AI agents

AI agents powered by Salesforce Einstein and Agentforce can act as 24/7 sales and support reps on your StoreConnect site. Covers benefits, training...

Set up an AI agent

Index of all setup steps for adding an AI agent to your StoreConnect site, from prerequisites and account configuration through to agent creation, ...

Shipping and fulfilment

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Add delivery instructions with shipping notes

Enable a shipping notes field at checkout so customers can add delivery instructions. Create a Store Variable with key use_shipping_notes set to tr...

Split shipments and manual shipping

Split an order across multiple shipments for backorders or different delivery methods, and manually create shipment records with provider details f...

Click-and-collect configuration

Set up click-and-collect so customers can order online and pick up in store. Covers enabling shipping, creating stock locations and collection poin...

Setting up shipping

Enable shipping on your store and choose from three fulfilment methods: click-and-collect, custom shipping rates, or provider-calculated rates. Ass...

Set up shipping providers

Connect StoreConnect with Shippit, Easyship, Bringg, ShipStation, ShipEngine, Australia Post, StarTrack, or your own custom endpoint to calculate l...

Custom shipping rates

Define custom shipping rates based on order price, weight, or zones. Configure flat rates, tiered pricing, free shipping for qualifying products, i...

Customers and accounts

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Enforce password complexity

Set minimum password requirements for customers using store variables, including character length, uppercase, lowercase, and special character rules.

How to add a custom page to the account page menu

Add a custom page like Courses to the account navigation by modifying Liquid templates for the account menu, header dropdown, and page routing.

Reset a customer password

Reset a customer's password via the store sign-in page, a direct URL, or from the Salesforce contact record, with troubleshooting for common is...

Invite customers to create an account

Invite customers to create a store account through post-checkout sign-up, Salesforce email invitations, the registration URL, or bulk contact pre-p...

Contact matching an lead conversion at checkout

StoreConnect automatically matches checkout customers to existing Salesforce accounts and contacts to prevent duplicates, using email, name, and st...

Log in as a customer in Salesforce

Set up SAML-based login so Salesforce staff can sign in to your store as any customer directly from the contact record, for testing or support.