Help Documentation
Guides for understanding, configuring, and using StoreConnect features. Browse by topic to find setup walkthroughs, admin reference, and best practices.
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...
Embed Google maps on your site
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
Move inventory between stock locations using stock transfers. Create a transfer with origin and destination, add items with quantities, then record...
Manage stock levels
Control inventory with Count on Hand and Available to Sell calculations, configure shipped and cancelled order statuses for automatic stock adjustm...
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
View all →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...
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.
Process refunds for web orders
Process refunds for web and shopping cart orders by creating a refund order with negative quantities in Salesforce and completing the refund throug...
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
View all →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
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...
Advanced promotions
StoreConnect's promtions engine supports automatic and coupon-based promotions, advanced scheduling, stacking rules, channel and customer scopi...
Site content
View all →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...
Manage standard object sync
Store design
View all →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. Previews before-and-after...
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
View all →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, enabling Lightning Web Security, creating a sync user, and installing...
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
View all →How to configure what shipstation services to offer
Filter and select which ShipStation carrier services appear as shipping options at checkout by adjusting service settings in the ShipStation dashbo...
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...
Customers and accounts
View all →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...
Automated lead conversion to avoid duplication
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.