# Help Documentation Guides for understanding, configuring, and using StoreConnect features. Browse by topic to find setup walkthroughs, admin reference, and best practices. On this page - Integrations - Inventory and stock - Orders - Payments - Point of sale - Products and pricing - Promotions and loyalty - Site content - Store configuration - Store design - Support and resources - Tax - About StoreConnect - Getting started - Agentforce AI agents - Shipping and fulfilment - Customers and accounts ## [Integrations](https://support.storeconnect.com/articles/integrations) [Integrate Google Analytics in your storeInstall 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 ...](https://support.storeconnect.com/articles/add-your-google-analytics-code)[Sync products to facebook data feedStoreConnect auto-generates a Facebook catalog XML feed for each store. Ensure products meet prerequisites like active status, pricing, and images,...](https://support.storeconnect.com/articles/facebook-catalogue-data-feed)[View the Google Merchant feedStoreConnect auto-generates a Google Merchant Feed XML file every 6 hours with product data, shipping, sale prices, and installments. Configure Goo...](https://support.storeconnect.com/articles/google-merchant-feed)[Embed a Google map on your websiteCopy 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.](https://support.storeconnect.com/articles/how-to-embed-a-google-map)[Web-to-lead and web-to-case integrationGenerate Salesforce Web-to-Lead or Web-to-Case HTML forms, embed them on your StoreConnect pages via Content Blocks, add reCAPTCHA v2 spam protecti...](https://support.storeconnect.com/articles/web-to-lead-and-web-to-case-integration)[Google Tag Manager first-party gatewayRoute Google Tag Manager scripts and measurement hits through your own store domain using the built-in first-party GTM gateway, configured via two ...](https://support.storeconnect.com/articles/google-tag-manager) ## [Inventory and stock](https://support.storeconnect.com/articles/inventory-and-stock) [Transfer stock between locationsMove inventory between stock locations. Select an origin location, allocate quantities to one or more destinations, then commit the transfers in bu...](https://support.storeconnect.com/articles/creating-stock-transfers)[Manage stock levelsUnderstand how Count on Hand and Available to Sell work, configure order statuses for automatic stock adjustments, correct inventory counts, and tr...](https://support.storeconnect.com/articles/managing-stock-levels)[Record a stocktakeRecord 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...](https://support.storeconnect.com/articles/record-a-stocktake)[Stock locationsCreate stock location records for your warehouses and shops, assign them to stores, and configure fulfillment options for shipping, click-and-colle...](https://support.storeconnect.com/articles/stock-locations) ## [Orders](https://support.storeconnect.com/articles/orders) [View all →](https://support.storeconnect.com/help-documentation?category=orders) [Adding captcha to your checkout flowProtect 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 ...](https://support.storeconnect.com/articles/adding-captcha-to-your-checkout-flow)[Address verification and auto completeReduce shipping errors by integrating Addressfinder address auto-complete into your checkout. Sign up for the service and add their JavaScript to e...](https://support.storeconnect.com/articles/address-auto-complete)[Enable printable invoices and receiptsAdd printable invoice and receipt links to the customer account page using Liquid snippets, store variables, and the browser print dialog to genera...](https://support.storeconnect.com/articles/enable-printable-invoices-and-receipts)[How to build an application form with payment - part 2Build 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 ...](https://support.storeconnect.com/articles/how-to-build-an-application-form-with-payment-part-2)[Change the account for an orderReassign an order to a different account and contact by merging duplicate records or manually updating the Account Name, Contact, and Billing Conta...](https://support.storeconnect.com/articles/how-to-move-an-order-to-another-account)[Set an order number prefixAdd a custom prefix to your order reference numbers by creating an order_reference_prefix Store Variable on your store record.](https://support.storeconnect.com/articles/how-to-set-order-reference-number-prefix) ## [Payments](https://support.storeconnect.com/articles/payments) [Payment providersChoose and configure payment providers for your store, including credit card, ACH, PayPal, BNPL, Apple Pay, Google Wallet, surcharges, and subscrip...](https://support.storeconnect.com/articles/payment-providers)[POS-ready payment providersPayment providers supported for StoreConnect POS: Square and Tyro, which can supply all POS terminal hardware, and Linkly, an Australia-based middl...](https://support.storeconnect.com/articles/pos-payment-providers)[Payment methodsPayment methods customers can use at checkout, including credit card, ACH direct debit, buy now pay later, pay on account, and account credit.](https://support.storeconnect.com/articles/payment-methods)[Managing paymentsHow to take, track, and configure payments in StoreConnect, including surcharges, payment origin codes, Salesforce payment actions, order payment l...](https://support.storeconnect.com/articles/managing-payments) ## [Point of sale](https://support.storeconnect.com/articles/point-of-sale) [Point of sale (POS) adminStoreConnect POS provides register sales, live inventory sync, offline transactions, cash drawer and EFTPOS integration, and multi-user access with...](https://support.storeconnect.com/articles/point-of-sale-pos)[Point of sale (POS) operationsDaily POS operations for managers and employees, including opening and closing shifts, processing sales, signing in to registers, and managing spec...](https://support.storeconnect.com/articles/point-of-sale-pos-operations) ## [Products and pricing](https://support.storeconnect.com/articles/products) [View all →](https://support.storeconnect.com/help-documentation?category=products) [Product setup and configurationSet up and configure products in StoreConnect, including product records, variants, traits, bulk uploads via CSV, and structured data for SEO.](https://support.storeconnect.com/articles/product-setup-and-configuration)[Product pricingConfigure product prices using Salesforce price books, manage multi-currency stores, accept deposits, apply discounts, and enable customer quote re...](https://support.storeconnect.com/articles/product-pricing)[Product mediaManage images, SVG files, documents, and other media for your products, including bulk imports and aspect ratio configuration.](https://support.storeconnect.com/articles/product-media)[Product categorization and discoveryOrganize products into categories, enable comparisons, and configure related products to help customers find what they're looking for.](https://support.storeconnect.com/articles/product-categorisation-and-discovery)[Specialized product typesConfigure bookable events, rental products, CPQ bundles, reserved products, and restricted products in StoreConnect.](https://support.storeconnect.com/articles/specialised-product-types)[Subscription productsConfigure evergreen or one-time subscription products: pricing, term units, billing delays, renewal order timing, the seven subscription behavior o...](https://support.storeconnect.com/articles/subscription-products) ## [Promotions and loyalty](https://support.storeconnect.com/articles/promotions-and-loyalty) [View all →](https://support.storeconnect.com/help-documentation?category=promotions-and-loyalty) [Add your Facebook Pixel codeInstall your Facebook Pixel tracking code on a StoreConnect store by adding it to the Head Content section via a Content Block in the StoreConnect ...](https://support.storeconnect.com/articles/add-your-facebook-pixel-code)[Loyalty pointsReward repeat customers with a points-based loyalty system. Points are earned through purchases and can be spent as full or partial payment. Config...](https://support.storeconnect.com/articles/loyalty-points)[PromotionsCreate promo-code-based discounts with configurable actions, scopes, usage limits, and date ranges. Supports per-item discounts, order-wide discoun...](https://support.storeconnect.com/articles/promotions)[Promotions & marketingOverview section for promotions and marketing features in StoreConnect. Content is not yet available.](https://support.storeconnect.com/articles/promotions-marketing)[UTM tracking codesUTM parameters from inbound URLs are captured and persisted through to the completed order for accurate campaign attribution: supported parameters,...](https://support.storeconnect.com/articles/utm-tracking-codes)[About advanced promotionsStoreConnect's promtions engine supports automatic and coupon-based promotions, advanced scheduling, stacking rules, channel and customer scopi...](https://support.storeconnect.com/articles/advanced-promotions) ## [Site content](https://support.storeconnect.com/articles/site-content) [View all →](https://support.storeconnect.com/help-documentation?category=site-content) [Adding your own custom content block templatesRegister 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...](https://support.storeconnect.com/articles/adding-templates-to-content-template-picklist)[Adding third party widgets and code blocksEmbed third-party widgets, code blocks, and SaaS platform snippets into your StoreConnect web pages using Content Blocks.](https://support.storeconnect.com/articles/adding-third-party-widgets-and-code-blocks)[Articles and article categoriesCreate and organize blog posts and press releases using Articles, group them into Article Categories with parent-child hierarchies, and display fea...](https://support.storeconnect.com/articles/articles-and-article-categories)[Custom formsCollect customer data at checkout, on product pages, or anywhere on your site using the three form types, Generic, Checkout, and Product: form arch...](https://support.storeconnect.com/articles/custom-forms)[On demand page renderingUse asynchronous JSON requests to load and update store data without page reloads, enabling dynamic experiences like add-to-cart without navigation...](https://support.storeconnect.com/articles/on-demand-page-rendering)[Route mappingSet up 301 permanent redirects, 302 temporary redirects, and URL rewrites so visitors reach the correct page when slugs or paths change, including ...](https://support.storeconnect.com/articles/route-mapping) ## [Store configuration](https://support.storeconnect.com/articles/store-configuration) [Location and geolocationUse geolocation to redirect international visitors to the correct store, and add a store locator so customers can find physical outlets near them.](https://support.storeconnect.com/articles/location-and-geolocation)[Store setupConfigure the core settings of your StoreConnect store, including the store record, variables, security controls, and system availability.](https://support.storeconnect.com/articles/store-setup)[StoreConnect syncStoreConnect Sync (SCSync) keeps your website and Salesforce data synchronized in near real-time, including sync speed, change events, error handli...](https://support.storeconnect.com/articles/storeconnect-sync)[Manage sync errorsDiagnose and resolve website-to-Salesforce sync failures using the Sync Error Tool, with a reference table of common Salesforce status codes, their...](https://support.storeconnect.com/articles/sync-error-tool) ## [Store design](https://support.storeconnect.com/articles/store-design) [View all →](https://support.storeconnect.com/help-documentation?category=store-design) [Cart and checkout configurationConfigure checkout behavior including payment terms, customer name fields, click and collect options, and add-to-cart forms.](https://support.storeconnect.com/articles/cart-and-checkout-configuration)[Content managementManage store content using content blocks, pages, Liquid templates, and markdown to build and style your StoreConnect site.](https://support.storeconnect.com/articles/content-management)[Developer tools and debuggingTools for developers to inspect, debug, and test your StoreConnect store, including the web console and store roles.](https://support.storeconnect.com/articles/developer-tools-and-debugging)[Downloadable themesBrowse free, ready-to-use themes and import them with the Theme Importer. All themes extend the Base Theme, which supplies default templates, snipp...](https://support.storeconnect.com/articles/downloadable-themes)[Image and media managementCentral hub for media management topics: uploading files, admin setup, the media manager interface, organizing media, troubleshooting, and image si...](https://support.storeconnect.com/articles/image-and-media-management)[Liquid and dynamic contentUse Liquid tags and filters to create dynamic, personalised content throughout your StoreConnect store.](https://support.storeconnect.com/articles/liquid-and-dynamic-content) ## [Support and resources](https://support.storeconnect.com/articles/support-and-resources) [Granting support access to your Salesforce orgGrant temporary login access to the StoreConnect support team from your Salesforce profile settings and share your Org ID so they can locate your i...](https://support.storeconnect.com/articles/granting-support-access-to-your-salesforce-org)[How to trigger a reindex from the support portalRequest a product index rebuild through the StoreConnect support portal when new products or traits are not appearing on your storefront.](https://support.storeconnect.com/articles/how-to-trigger-a-reindex-from-the-support-portal)[StoreConnect partner programTerms and benefits of the StoreConnect Partner Program, including tier requirements, demo and production store entitlements, certification access, ...](https://support.storeconnect.com/articles/storeconnect-partner-program)[StoreConnect supportContact and access information for StoreConnect customer support.](https://support.storeconnect.com/articles/storeconnect-support)[Stores for partnersPartners 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...](https://support.storeconnect.com/articles/stores-for-partners)[Support service response timesSupport priority levels and target resolution times: Critical issues within 1-3 business days by plan, High within 1-2 weeks, and Medium/Low withou...](https://support.storeconnect.com/articles/support-service-response-times) ## [Tax](https://support.storeconnect.com/articles/tax) [Avalara AvaTaxConnect an Avalara AvaTax account for automated real-time tax calculation across 12,000+ US jurisdictions and 200+ countries, including credentials...](https://support.storeconnect.com/articles/avatax)[Configure taxConfigure tax for your store by setting the tax method on price books, creating geographic zones, defining tax rates with effective dates, and asso...](https://support.storeconnect.com/articles/configure-tax)[Set up zones for applying us tax ratesCreate ZIP-code-based zones to apply different US tax rates per region: importing postcodes, creating zones, linking tax rates, and associating pro...](https://support.storeconnect.com/articles/manual-tax-configuration-for-usa)[Recalculating taxesEnable and use the Tax Calculator in Salesforce to calculate taxes on new orders or recalculate after order item changes. Supports POS orders, spli...](https://support.storeconnect.com/articles/recalculating-taxes)[Configure tax exempt customersMark customer accounts tax-exempt using the Tax Entity Code field to remove taxes during web checkout, POS sales, and Salesforce order processing, ...](https://support.storeconnect.com/articles/tax-exempt-customers) ## [About StoreConnect](https://support.storeconnect.com/articles/about-storeconnect-general-info) [View all →](https://support.storeconnect.com/help-documentation?category=about-storeconnect-general-info) [StoreConnect features indexA complete flat index of every StoreConnect feature reference article, grouped by functional area. Updated at every release to reflect current cove...](https://support.storeconnect.com/articles/storeconnect-features)[Enterprise guideA long-form reference for enterprise evaluators and complex migration projects, including StoreConnect's platform architecture, multi-store mod...](https://support.storeconnect.com/articles/enterprise-guide)[Supported currenciesStoreConnect supports 159 currencies out of the box. Set the currency on your store record and ensure your payment provider supports it -- the corr...](https://support.storeconnect.com/articles/supported-currencies)[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...](https://support.storeconnect.com/articles/does-storeconnect-work-with-my-cms)[GlossaryDefinitions of key terms used throughout the StoreConnect documentation, covering commerce, Salesforce, POS, AI, and platform concepts.](https://support.storeconnect.com/articles/glossary)[StoreConnect capabilitiesA complete guide to StoreConnect capabilities, organized by audience role, including functional areas, enterprise architecture, and industry-specif...](https://support.storeconnect.com/articles/storeconnect-capabilities) ## [Getting started](https://support.storeconnect.com/articles/getting-started) [Get started with StoreConnectGetting-started steps and resources for new StoreConnect users, including documentation, videos, academy training, and support contact options.](https://support.storeconnect.com/articles/get-started-with-storeconnect)[Before you installWhat you need before installing StoreConnect, including compatibility checks, Person Accounts, enabling Lightning Web Security, creating a sync use...](https://support.storeconnect.com/articles/installation-prereqs)[StoreConnect setupStep-by-step walkthrough for setting up your StoreConnect store, including the self-installer, user management, page layouts, test orders, and prep...](https://support.storeconnect.com/articles/initial-setup)[Salesforce setupConfigure your Salesforce org for StoreConnect, including page layouts, profiles, trusted URLs, and authentication providers.](https://support.storeconnect.com/articles/salesforce-setup)[Domain configurationRegister a domain and set up a custom domain name to use with your StoreConnect store.](https://support.storeconnect.com/articles/domain-configuration)[MigrationGuidance on migrating your StoreConnect store from a sandbox to production.](https://support.storeconnect.com/articles/migration) ## [Agentforce AI agents](https://support.storeconnect.com/articles/ai-agent-agentforce) [About AI agentsAI agents powered by Salesforce Einstein and Agentforce act as 24/7 sales and support reps on your StoreConnect site. Setup involves training with ...](https://support.storeconnect.com/articles/about-ai-agents)[Set up an AI agentIndex of all setup steps for adding an AI agent to your StoreConnect site, from prerequisites and account configuration through to agent creation, ...](https://support.storeconnect.com/articles/set-up-an-ai-agent) ## [Shipping and fulfilment](https://support.storeconnect.com/articles/shipping-and-fulfilment) [View all →](https://support.storeconnect.com/help-documentation?category=shipping-and-fulfilment) [Add delivery instructions with shipping notesEnable a shipping notes field at checkout so customers can add delivery instructions. Create a Store Variable with key use_shipping_notes set to tr...](https://support.storeconnect.com/articles/how-to-enable-shipping-notes)[Split shipments and manual shippingSplit an order across multiple shipments for backorders or different delivery methods, and manually create shipment records with provider details f...](https://support.storeconnect.com/articles/how-to-use-shipping)[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...](https://support.storeconnect.com/articles/omnichannel-fulfillment-models)[Click-and-collect configurationSet up click-and-collect so customers order online and pick up in store: enabling shipping, creating stock locations and collection points, configu...](https://support.storeconnect.com/articles/setting-up-click-and-collect)[Setting up shippingEnable shipping on your store and choose from three fulfilment methods: click-and-collect, custom shipping rates, or provider-calculated rates. Ass...](https://support.storeconnect.com/articles/setting-up-shipping)[Set up shipping providersConnect StoreConnect with Shippit, Easyship, Bringg, ShipStation, ShipEngine, Australia Post, StarTrack, or your own custom endpoint to calculate l...](https://support.storeconnect.com/articles/setting-up-shipping-providers) ## [Customers and accounts](https://support.storeconnect.com/articles/customers-and-accounts) [View all →](https://support.storeconnect.com/help-documentation?category=customers-and-accounts) [Customer email verificationHow StoreConnect verifies a new customer's email address, and how to set a time limit that lets unverified customers access their account befor...](https://support.storeconnect.com/articles/customer-email-verification)[Enforce password complexitySet minimum password requirements for customers using store variables, including character length, uppercase, lowercase, and special character rules.](https://support.storeconnect.com/articles/enforce-password-complexity)[How to add a custom page to the account page menuAdd a custom page like Courses to the account navigation by modifying Liquid templates for the account menu, header dropdown, and page routing.](https://support.storeconnect.com/articles/how-to-add-a-custom-page-to-the-account-page-menu)[Reset a customer passwordReset a customer's password via the store sign-in page, a direct URL, or from the Salesforce contact record, with troubleshooting for common is...](https://support.storeconnect.com/articles/how-to-reset-a-password)[Invite customers to create an accountInvite customers to create a store account through post-checkout sign-up, Salesforce email invitations, the registration URL, or bulk contact pre-p...](https://support.storeconnect.com/articles/invite-contacts-to-create-an-account-on-your-website)[Contact matching and lead conversion at checkoutStoreConnect automatically matches checkout customers to existing Salesforce accounts and contacts to prevent duplicates, using email, name, and st...](https://support.storeconnect.com/articles/lead-contact-and-account-deduplication) --- ## Follow StoreConnect - [Email Newsletter](https://getstoreconnect.com/c/lp-newsletter) - [LinkedIn Newsletter](https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7444956928444862464) - [YouTube](https://www.youtube.com/channel/UCngKdP2x8l1wcbAKW3tvU8g) - [LinkedIn](https://www.linkedin.com/company/storeconnect) - [X / Twitter](https://x.com/storeconnecthq) ## Popular Links - [Partners](https://getstoreconnect.com/partners) - [News](https://getstoreconnect.com/articles/news) - [Events](https://getstoreconnect.com/articles/events) - [Feature Comparison](https://getstoreconnect.com/how-we-compare) - [Download a free trial](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMkeKUAT) - [Book a Demo](https://getstoreconnect.com/contact) ## Documentation - [Help documentation](https://support.storeconnect.com/help-documentation) - [AI agents](https://support.storeconnect.com/ai) - [Videos & tutorials](https://support.storeconnect.com/videos-tutorials) - [Developer reference](https://support.storeconnect.com/developer-reference) - [Release notes](https://support.storeconnect.com/release-notes) - [Troubleshooting](https://support.storeconnect.com/troubleshooting) - [Trust Center](https://trust.getstoreconnect.com/) - [Status Page](https://status.storeconnect.com/) ## Contact - info@getstoreconnect.com - US +1 415 745 3230 - AUS +61 2 8365 2308 100 S Ashley Dr, Suite 600-2461 Tampa FL 33602-600 USA Level 22, Sydney Place 180 George Street Sydney, NSW, 2000, AUS --- StoreConnect Support — https://support.storeconnect.com