Help Documentation
Guides for understanding, configuring, and using StoreConnect features. Browse by topic to find setup walkthroughs, admin reference, and best practices.
Customers and accounts
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...
Memberships
Assign memberships to customer accounts to control access to pages and articles, apply member-specific pricing via price books, and scope promotion...
Merging accounts, contacts, and orders in Salesforce
How to merge duplicate accounts, contacts, and orders in Salesforce without breaking StoreConnect subscriptions, saved payment methods, or renewals.
Sending SMS messages
Send SMS messages to customers from Salesforce using the Pendula integration for order confirmations, booking reminders, and automated customer jou...
Campaign members and mailing lists
Create Salesforce campaigns and link them to your store so customers can opt in to mailing lists at checkout or from their account page.