Guides for understanding, configuring, and using StoreConnect features. Browse by topic to find setup walkthroughs, admin reference, and best practices.
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 ...
StoreConnect auto-generates a Facebook catalog XML feed for each store. Ensure products meet prerequisites like active status, pricing, and images,...
StoreConnect auto-generates a Google Merchant Feed XML file every 6 hours with product data, shipping, sale prices, and installments. Configure Goo...
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.
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...
StoreConnect's CMS embeds third-party widgets, so categories without a dedicated StoreConnect feature, such as product reviews, exit-intent off...
Move inventory between stock locations. Select an origin location, allocate quantities to one or more destinations, then commit the transfers in bu...
Understand how Count on Hand and Available to Sell work, configure order statuses for automatic stock adjustments, correct inventory counts, and tr...
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...
Create stock location records for your warehouses and shops, assign them to stores, and configure fulfillment options for shipping, click-and-colle...
Record which suppliers provide each product, along with purchase price, landed cost, minimum order quantity, and order multiples, so you can compar...
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...
How a StoreConnect cart becomes an order, what you can configure at each checkout step (customer details, payment, shipping, offers, carts) without...
Set up how customers enter an address at checkout: Addressfinder or Google autocomplete to prevent typos, and which address fields are required for...
Understand the Salesforce records checkout creates, the checkout step an order moves through, and how to define your own order statuses and order n...
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.
Control what a customer receives after they order: the transactional emails StoreConnect sends at each stage, and printable invoices and receipts o...
Choose and configure payment providers for your store, including credit card, ACH, PayPal, BNPL, Apple Pay, Google Wallet, surcharges, and subscrip...
Lists the payment providers that work with StoreConnect POS, what each one supplies at the register, and which suits your region. Use it to choose ...
Payment methods customers can use at checkout, including credit card, ACH direct debit, buy now pay later, pay on account, and account credit.
How to take, track, and configure payments in StoreConnect, including surcharges, payment origin codes, Salesforce payment actions, order payment l...
Set up POS for a way of selling that needs several features together, such as taking orders on a roaming tablet or running a guided sequence with t...
StoreConnect POS provides register sales, live inventory sync, offline transactions, cash drawer and EFTPOS integration, and multi-user access with...
Daily POS operations for managers and employees, including opening and closing shifts, processing sales, signing in to registers, and managing spec...
Set up and configure products in StoreConnect, including product records, variants, traits, bulk uploads via CSV, and structured data for SEO.
Configure product prices using Salesforce price books, manage multi-currency stores, accept deposits, set variable and account pricing, and enable ...
Manage images, SVG files, documents, and other media for your products, including bulk imports and aspect ratio configuration.
Organize products into categories, enable comparisons, and configure related products to help customers find what they're looking for.
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...
Configure bookable events, rental products, CPQ bundles, reserved products, and restricted products in StoreConnect.
Decide between automatic discounts, standard promo codes, Promotions v2, vouchers, and loyalty points for a given offer, and understand how they co...
Apply automatic discounts by percentage, amount, fixed price, or a Liquid expression, with configurable scope (store, brand, category, membership, ...
Create promo-code discounts using Promotion, Promotion Action, and Promotion Scope records: per-item and order-wide discounts, buy one get one, fre...
How the Promotions v2 engine works: reusable conditions and rewards, tiered and stacked strategies, stacking between promotions, scheduling windows...
Prevent specific products or price book entries from receiving discounts, promotions, or manual price overrides using the Exclude From Price Reduct...
Worked examples for common discount and promotion setups in StoreConnect: monthly and annual subscription options, storewide sale campaigns, and we...
Understand how an edit to your storefront gets from a draft to your live site. Covers the ways to make a change, including the Website Builder, Sal...
Create the pages that make up your storefront, build the navigation menus that lead to them, and load page content without a full reload.
Content blocks are the building blocks of StoreConnect pages. Choose between Container and Template content block types, configure the relevant fie...
Create and organize blog posts and press releases using Articles, group them into Article Categories with parent-child hierarchies, and display fea...
Add custom content to product pages using built-in sections for features, specifications, downloads, warranty, and support. Attach content blocks t...
Collect customer data at checkout, on product pages, or anywhere on your site using the three form types, Generic, Checkout, and Product: form arch...
Keep a security-focused record of significant events in your store, including logins, password and account changes, payments, and point-of-sale act...
Use geolocation to redirect international visitors to the correct store, and add a store locator so customers can find physical outlets near them.
Configure the core settings of your StoreConnect store, including the store record, variables, security controls, and system availability.
StoreConnect Sync (SCSync) keeps your website and Salesforce data synchronized in near real-time, including sync speed, change events, error handli...
Diagnose and resolve website-to-Salesforce sync failures using the Sync Error Tool, with a reference table of common Salesforce status codes, their...
Configure checkout behavior including payment terms, customer name fields, click and collect options, and add-to-cart forms.
Tools for developers to inspect, debug, and test your StoreConnect store, including the web console and store roles.
Browse free, ready-to-use themes and import them with the Theme Importer. All themes extend the Base Theme, which supplies default templates, snipp...
Central hub for media management topics: uploading files, admin setup, the media manager interface, organizing media, troubleshooting, and image si...
Use Liquid tags and filters to create dynamic, personalised content throughout your StoreConnect store.
Configure site-wide settings including navigation, SEO keywords, language localisation, and privacy compliance.
Reach the StoreConnect support team: how to sign in to the support portal, log and track cases, response times, and granting support access to your...
Sign in to the StoreConnect support portal and manage your own contact details, your company information, and which of your colleagues can access t...
Understand StoreConnect's subscription and shared success fee billing structure, and how sandbox licenses work.
Join the StoreConnect partner program, set up partner demo and pop-up stores, and build StoreConnect across several client orgs.
Connect an Avalara AvaTax account for automated real-time tax calculation across 12,000+ US jurisdictions and 200+ countries, including credentials...
Configure tax for your store by setting the tax method on price books, creating geographic zones, defining tax rates with effective dates, and asso...
Create ZIP-code-based zones to apply different US tax rates per region: importing postcodes, creating zones, linking tax rates, and associating pro...
Enable and use the Tax Calculator in Salesforce to calculate taxes on new orders or recalculate after order item changes. Supports POS orders, spli...
Mark customer accounts tax-exempt using the Tax Entity Code field, how that removes taxes during web checkout, POS sales, and Salesforce order proc...
A complete flat index of every StoreConnect feature reference article, grouped by functional area. Updated at every release to reflect current cove...
A long-form reference for enterprise evaluators and complex migration projects, including StoreConnect's platform architecture, multi-store mod...
StoreConnect supports 159 currencies out of the box. Set the currency on your store record and ensure your payment provider supports it -- the corr...
StoreConnect can fully replace an existing CMS like WordPress, with built-in SEO fields, Google Analytics support, UTM tracking, merchant feeds, si...
Definitions of key terms used throughout the StoreConnect documentation, covering commerce, Salesforce, POS, AI, and platform concepts.
A complete guide to StoreConnect capabilities, organized by audience role, including functional areas, enterprise architecture, and industry-specif...
Getting-started steps and resources for new StoreConnect users, including documentation, videos, academy training, and support contact options.
What you need before installing StoreConnect, including compatibility checks, Person Accounts, enabling Lightning Web Security, creating a sync use...
Step-by-step walkthrough for setting up your StoreConnect store, including the self-installer, user management, page layouts, test orders, and prep...
Configure your Salesforce org for StoreConnect, including page layouts, profiles, trusted URLs, and authentication providers.
Register a domain and set up a custom domain name to use with your StoreConnect store.
Guidance on migrating your StoreConnect store from a sandbox to production.
AI agents powered by Salesforce Einstein and Agentforce act as 24/7 sales and support reps on your StoreConnect site. Setup involves training with ...
Index of all setup steps for adding an AI agent to your StoreConnect site, from prerequisites and account configuration through to agent creation, ...
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 an order across multiple shipments for backorders or different delivery methods, and manually create shipment records with provider details f...
Understand common retail fulfillment industry terms - BOPIS, BOSFS, BORIS, ROPIS, and split fulfillment - which StoreConnect feature implements eac...
Set up click-and-collect so customers order online and pick up in store: enabling shipping, creating stock locations and collection points, configu...
Enable shipping on your store and choose from three fulfilment methods: click-and-collect, custom shipping rates, or provider-calculated rates. Ass...
Connect StoreConnect with Shippit, Easyship, Bringg, ShipStation, ShipEngine, Australia Post, StarTrack, or your own custom endpoint to calculate l...
How StoreConnect verifies a new customer's email address, and how to set a time limit that lets unverified customers access their account befor...
Set minimum password requirements for customers using store variables, including character length, uppercase, lowercase, and special character rules.
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 a store account through post-checkout sign-up, Salesforce email invitations, the registration URL, or bulk contact pre-p...
StoreConnect automatically matches checkout customers to existing Salesforce accounts and contacts to prevent duplicates, using email, name, and st...
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...