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...
Route Google Tag Manager scripts and measurement hits through your own store domain using the built-in first-party GTM gateway, configured via two ...
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...
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 ...
Reduce shipping errors by integrating Addressfinder address auto-complete into your checkout. Sign up for the service and add their JavaScript to e...
Add printable invoice and receipt links to the customer account page using Liquid snippets, store variables, and the browser print dialog to genera...
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 ...
Reassign an order to a different account and contact by merging duplicate records or manually updating the Account Name, Contact, and Billing Conta...
Add a custom prefix to your order reference numbers by creating an order_reference_prefix Store Variable on your store record.
Choose and configure payment providers for your store, including credit card, ACH, PayPal, BNPL, Apple Pay, Google Wallet, surcharges, and subscrip...
Payment providers supported for StoreConnect POS: Square and Tyro, which can supply all POS terminal hardware, and Linkly, an Australia-based middl...
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...
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, apply discounts, and enable customer quote re...
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.
Configure bookable events, rental products, CPQ bundles, reserved products, and restricted products in StoreConnect.
Configure evergreen or one-time subscription products: pricing, term units, billing delays, renewal order timing, the seven subscription behavior o...
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 ...
Reward repeat customers with a points-based loyalty system. Points are earned through purchases and can be spent as full or partial payment. Config...
Create promo-code-based discounts with configurable actions, scopes, usage limits, and date ranges. Supports per-item discounts, order-wide discoun...
Overview section for promotions and marketing features in StoreConnect. Content is not yet available.
UTM parameters from inbound URLs are captured and persisted through to the completed order for accurate campaign attribution: supported parameters,...
StoreConnect's promtions engine supports automatic and coupon-based promotions, advanced scheduling, stacking rules, channel and customer scopi...
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...
Embed third-party widgets, code blocks, and SaaS platform snippets into your StoreConnect web pages using Content Blocks.
Create and organize blog posts and press releases using Articles, group them into Article Categories with parent-child hierarchies, and display fea...
Collect customer data at checkout, on product pages, or anywhere on your site using the three form types, Generic, Checkout, and Product: form arch...
Use asynchronous JSON requests to load and update store data without page reloads, enabling dynamic experiences like add-to-cart without navigation...
Set up 301 permanent redirects, 302 temporary redirects, and URL rewrites so visitors reach the correct page when slugs or paths change, including ...
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.
Manage store content using content blocks, pages, Liquid templates, and markdown to build and style your StoreConnect site.
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.
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...
Request a product index rebuild through the StoreConnect support portal when new products or traits are not appearing on your storefront.
Terms and benefits of the StoreConnect Partner Program, including tier requirements, demo and production store entitlements, certification access, ...
Contact and access information for StoreConnect customer support.
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 priority levels and target resolution times: Critical issues within 1-3 business days by plan, High within 1-2 weeks, and Medium/Low withou...
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 to remove taxes during web checkout, POS sales, and Salesforce order processing, ...
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.
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'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...