Help Documentation
Guides for understanding, configuring, and using StoreConnect features. Browse by topic to find setup walkthroughs, admin reference, and best practices.
Integrations
View all →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, including how to find and ...
Sync products to facebook data feed
StoreConnect auto-generates a Facebook catalog XML feed for each store. Ensure products meet prerequisites like active status, pricing, and images,...
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...
Product reviews and other embeddable widgets
StoreConnect's CMS embeds third-party widgets, so categories without a dedicated StoreConnect feature, such as product reviews, exit-intent off...
Inventory and stock
View all →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 re...
Stock locations
Create stock location records for your warehouses and shops, assign them to stores, and configure fulfillment options for shipping, click-and-colle...
Product suppliers
Record which suppliers provide each product, along with purchase price, landed cost, minimum order quantity, and order multiples, so you can compar...
Receive stock from a supplier
Set a reorder point on a stock level, then record incoming supplier stock as a manual stock adjustment that captures unit cost and links back to th...
Orders
Carts and checkout
How a StoreConnect cart becomes an order, what you can configure at each checkout step (customer details, payment, shipping, offers, carts) without...
Address verification and auto complete
Set up how customers enter an address at checkout: Addressfinder or Google autocomplete to prevent typos, and which address fields are required for...
Order records
Understand the Salesforce records checkout creates, the checkout step an order moves through, and how to define your own order statuses and order n...
Order handling
Work with orders after they are placed: refund a web order, move an order to a different account, and record which staff member assisted a sale.
Order emails and documents
Control what a customer receives after they order: the transactional emails StoreConnect sends at each stage, and printable invoices and receipts o...
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
Payment providers supported for StoreConnect POS: Square and Tyro, which can supply all POS terminal hardware, and Linkly, an Australia-based middl...
Payment methods
Payment methods customers can use at checkout, including credit card, ACH direct debit, buy now pay later, pay on account, and account credit.
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, set variable and account pricing, and enable ...
Product media
Manage images, SVG files, documents, and other media for your products, including bulk imports and aspect ratio configuration.
Product categorization and discovery
Organize products into categories, enable comparisons, and configure related products to help customers find what they're looking for.
Product traits
Understand what product traits are and why you use them, learn the category-type-value model with a worked example, and set up traits to show as st...
Specialized product types
Configure bookable events, rental products, CPQ bundles, reserved products, and restricted products in StoreConnect.
Promotions and loyalty
View all →Choose the right offer type
Decide between automatic discounts, standard promo codes, Promotions v2, vouchers, and loyalty points for a given offer, and understand how they co...
Discounts
Apply automatic discounts by percentage, amount, fixed price, or a Liquid expression, with configurable scope (store, brand, category, membership, ...
Promotions
Create promo-code discounts using Promotion, Promotion Action, and Promotion Scope records: per-item and order-wide discounts, buy one get one, fre...
About Promotions v2
How the Promotions v2 engine works: reusable conditions and rewards, tiered and stacked strategies, stacking between promotions, scheduling windows...
Exclude products from price reductions
Prevent specific products or price book entries from receiving discounts, promo codes, or manual price overrides using the Exclude From Price Reduc...
Discount and promo examples
Worked examples for common discount and promotion setups in StoreConnect: monthly and annual subscription options, storewide sale campaigns, and we...
Site content
View all →Website builder
Edit pages, rearrange content blocks, and preview changes live using the WYSIWYG Website Builder. Switch between stores and themes from the builder...
Pages and menus
Create the pages that make up your storefront, build the navigation menus that lead to them, and load page content without a full reload.
Using content blocks
Content blocks are the building blocks of StoreConnect pages. Choose between Container and Template content block types, configure the relevant fie...
Articles and article categories
Create and organize blog posts and press releases using Articles, group them into Article Categories with parent-child hierarchies, and display fea...
Product page content
Add custom content to product pages using built-in sections for features, specifications, downloads, warranty, and support. Attach content blocks t...
Custom forms
Collect customer data at checkout, on product pages, or anywhere on your site using the three form types, Generic, Checkout, and Product: form arch...
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, including sync speed, change events, error handli...
Manage sync errors
Diagnose and resolve website-to-Salesforce sync failures using the Sync Error Tool, with a reference table of common Salesforce status codes, their...
Store design
View all →Cart and checkout configuration
Configure checkout behavior including payment terms, customer name fields, click and collect options, and add-to-cart forms.
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 themes and import them with the Theme Importer. All themes extend the Base Theme, which supplies default templates, snipp...
Image and media management
Central hub for media management topics: uploading files, admin setup, the media manager interface, organizing media, troubleshooting, and image si...
Liquid and dynamic content
Use Liquid tags and filters to create dynamic, personalised content throughout your StoreConnect store.
Site configuration
Configure site-wide settings including navigation, SEO keywords, language localisation, and privacy compliance.
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 an Avalara AvaTax account for automated real-time tax calculation across 12,000+ US jurisdictions and 200+ countries, including credentials...
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 to apply different US tax rates per region: importing postcodes, creating zones, linking tax rates, and associating pro...
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 tax-exempt using the Tax Entity Code field to remove taxes during web checkout, POS sales, and Salesforce order processing, ...
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, including StoreConnect's platform architecture, multi-store mod...
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, organized by audience role, including functional areas, enterprise architecture, and industry-specif...
Getting started
Get started with StoreConnect
Getting-started steps and resources for new StoreConnect users, including documentation, videos, academy training, and support contact options.
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 act as 24/7 sales and support reps on your StoreConnect site. Setup involves training with ...
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 →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...
Omnichannel fulfillment models (BOPIS, BOSFS, BORIS, ROPIS)
Understand common retail fulfillment industry terms - BOPIS, BOSFS, BORIS, ROPIS, and split fulfillment - which StoreConnect feature implements eac...
Click-and-collect configuration
Set up click-and-collect so customers order online and pick up in store: enabling shipping, creating stock locations and collection points, configu...
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 →Customer email verification
How StoreConnect verifies a new customer's email address, and how to set a time limit that lets unverified customers access their account befor...
Enforce password complexity
Set minimum password requirements for customers using store variables, including character length, uppercase, lowercase, and special character rules.
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 and 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 from the contact record, and verify that each store on a shar...