--- title: "Help Documentation" source: https://support.storeconnect.com/help-documentation type: page format: markdown site: StoreConnect Support — product and developer documentation for StoreConnect site_index: https://storeconnect.com/llms.txt docs_index: https://support.storeconnect.com/llms.txt note: Append .md to any page or article URL on this site to get its Markdown form. --- # 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 account management - Tax - About StoreConnect - Getting started - Agentforce AI agents - Shipping and fulfilment - Customers and accounts ## [Integrations](https://support.storeconnect.com/articles/integrations) [View all →](https://support.storeconnect.com/help-documentation?category=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)[Product reviews and other embeddable widgetsStoreConnect's CMS embeds third-party widgets, so categories without a dedicated StoreConnect feature, such as product reviews, exit-intent off...](https://support.storeconnect.com/articles/product-reviews) ## [Inventory and stock](https://support.storeconnect.com/articles/inventory-and-stock) [View all →](https://support.storeconnect.com/help-documentation?category=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)[Product suppliersRecord which suppliers provide each product, along with purchase price, landed cost, minimum order quantity, and order multiples, so you can compar...](https://support.storeconnect.com/articles/product-suppliers)[Receive stock from a supplierSet 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...](https://support.storeconnect.com/articles/receive-stock-from-a-supplier) ## [Orders](https://support.storeconnect.com/articles/orders) [Carts and checkoutHow a StoreConnect cart becomes an order, what you can configure at each checkout step (customer details, payment, shipping, offers, carts) without...](https://support.storeconnect.com/articles/carts-checkout-configure)[Address verification and auto completeSet up how customers enter an address at checkout: Addressfinder or Google autocomplete to prevent typos, and which address fields are required for...](https://support.storeconnect.com/articles/address-auto-complete)[Order recordsUnderstand the Salesforce records checkout creates, the checkout step an order moves through, and how to define your own order statuses and order n...](https://support.storeconnect.com/articles/order-records)[Order handlingWork 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.](https://support.storeconnect.com/articles/order-handling)[Order emails and documentsControl what a customer receives after they order: the transactional emails StoreConnect sends at each stage, and printable invoices and receipts o...](https://support.storeconnect.com/articles/order-emails-and-documents) ## [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 providersLists the payment providers that work with StoreConnect POS, what each one supplies at the register, and which suits your region. Use it to choose ...](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) [POS setup scenarios and variationsSet 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...](https://support.storeconnect.com/articles/pos-setup-variations)[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, set variable and account pricing, and enable ...](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)[Product traitsUnderstand 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...](https://support.storeconnect.com/articles/product-traits)[Specialized product typesConfigure bookable events, rental products, CPQ bundles, reserved products, and restricted products in StoreConnect.](https://support.storeconnect.com/articles/specialised-product-types) ## [Promotions and loyalty](https://support.storeconnect.com/articles/promotions-and-loyalty) [View all →](https://support.storeconnect.com/help-documentation?category=promotions-and-loyalty) [Choose the right offer typeDecide between automatic discounts, standard promo codes, Promotions v2, vouchers, and loyalty points for a given offer, and understand how they co...](https://support.storeconnect.com/articles/choose-the-right-offer-type)[DiscountsApply automatic discounts by percentage, amount, fixed price, or a Liquid expression, with configurable scope (store, brand, category, membership, ...](https://support.storeconnect.com/articles/discounts)[PromotionsCreate promo-code discounts using Promotion, Promotion Action, and Promotion Scope records: per-item and order-wide discounts, buy one get one, fre...](https://support.storeconnect.com/articles/promotions)[About Promotions v2How the Promotions v2 engine works: reusable conditions and rewards, tiered and stacked strategies, stacking between promotions, scheduling windows...](https://support.storeconnect.com/articles/advanced-promotions)[Exclude products from price reductionsPrevent specific products or price book entries from receiving discounts, promotions, or manual price overrides using the Exclude From Price Reduct...](https://support.storeconnect.com/articles/exclude-products-from-price-reductions)[Discount and promo examplesWorked examples for common discount and promotion setups in StoreConnect: monthly and annual subscription options, storewide sale campaigns, and we...](https://support.storeconnect.com/articles/discount-and-promo-examples) ## [Site content](https://support.storeconnect.com/articles/site-content) [View all →](https://support.storeconnect.com/help-documentation?category=site-content) [Manage site updatesUnderstand 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...](https://support.storeconnect.com/articles/manage-site-updates)[Pages and menusCreate the pages that make up your storefront, build the navigation menus that lead to them, and load page content without a full reload.](https://support.storeconnect.com/articles/pages-and-menus)[Using content blocksContent blocks are the building blocks of StoreConnect pages. Choose between Container and Template content block types, configure the relevant fie...](https://support.storeconnect.com/articles/using-content-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)[Product page contentAdd custom content to product pages using built-in sections for features, specifications, downloads, warranty, and support. Attach content blocks t...](https://support.storeconnect.com/articles/product-page-content)[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) ## [Store configuration](https://support.storeconnect.com/articles/store-configuration) [Track activity with the audit logKeep a security-focused record of significant events in your store, including logins, password and account changes, payments, and point-of-sale act...](https://support.storeconnect.com/articles/audit-log)[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)[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)[Site configurationConfigure site-wide settings including navigation, SEO keywords, language localisation, and privacy compliance.](https://support.storeconnect.com/articles/site-configuration) ## [Support and account management](https://support.storeconnect.com/articles/support-and-resources) [StoreConnect supportReach the StoreConnect support team: how to sign in to the support portal, log and track cases, response times, and granting support access to your...](https://support.storeconnect.com/articles/storeconnect-support)[Manage your accountSign in to the StoreConnect support portal and manage your own contact details, your company information, and which of your colleagues can access t...](https://support.storeconnect.com/articles/manage-your-account)[Billing and licensingUnderstand StoreConnect's subscription and shared success fee billing structure, and how sandbox licenses work.](https://support.storeconnect.com/articles/billing-and-licensing)[Partner resourcesJoin the StoreConnect partner program, set up partner demo and pop-up stores, and build StoreConnect across several client orgs.](https://support.storeconnect.com/articles/partner-resources) ## [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, how that removes taxes during web checkout, POS sales, and Salesforce order proc...](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)[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)[Log in as a customer in SalesforceSet 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...](https://support.storeconnect.com/articles/log-in-from-salesforce) --- ## Follow StoreConnect - [Email Newsletter](https://storeconnect.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://storeconnect.com/partners) - [Become a Partner](https://storeconnect.com/become-a-partner) - [News](https://storeconnect.com/articles/news) - [Events](https://storeconnect.com/articles/events) - [Feature Comparison](https://storeconnect.com/how-we-compare) - [Download a free trial](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMkeKUAT) - [Book a Demo](https://storeconnect.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 ## Machine-readable - [Site index for agents](https://storeconnect.com/llms.txt): curated map of the StoreConnect site in llms.txt format - [Documentation index for agents](https://support.storeconnect.com/llms.txt): full technical and product documentation map Every page and article on this site has a Markdown rendering: append `.md` to its URL. Continue in Markdown: [Help documentation](https://support.storeconnect.com/help-documentation.md) · [Developer reference](https://support.storeconnect.com/developer-reference.md) · [Videos & tutorials](https://support.storeconnect.com/videos-tutorials.md) · [Release notes](https://support.storeconnect.com/release-notes.md) --- StoreConnect Support — https://support.storeconnect.com/help-documentation