▶️ Set up memberships

1. Create a Membership in Salesforce

• Open the StoreConnect App in Salesforce.

• Go to StoreConnect Navigation > Customers > Memberships.

• Click New, enter a membership name (e.g., “Gold Membership”), and Save.

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2. Assign a Product to Activate the Membership

To activate a membership, you must associate it with a product or category:

• In the membership record, assign a Product or Category under the activation fields.

• Create a new virtual product for this membership:

  • Name the product (e.g., “Gold Membership”).

  • Mark it as Active and a Virtual Product.

  • Set the Available On Date to a past date for immediate use.

  • Add a description, and Save.

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3. Configure the Membership Product

Now complete the setup for the membership product:

• Set Pricing:

  • Add a List Price (e.g., $25).

  • Sync price changes.

• Assign Category:

  • Scroll to Categories Containing this Product, select a category, and click Save.

• Add Product Image:

  • Under Media Used by this Product, click New, select an existing media item, and Save.

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4. Test the Membership Purchase

• Go to the live store as a customer.

• Purchase the membership product.

• After the transaction, check the customer’s account in Salesforce under Customers > Accounts.

• The membership should now be applied to the customer’s account.

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5. Assign Member Pricing via Price Book

To give members special pricing:

• Create a Price Book with discounted prices (e.g., $5 off standard products).

• Go back to the Membership Record and assign this Price Book.

• Save the membership.

On the website, signed-in members will now see discounted prices, while non-members see full prices.

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6. Restrict Content to Members

You can limit access to specific website content:

• In the Membership Record, go to the Related tab.

• Under Articles, click New to select content only visible to members.

• Save your changes.

Now only signed-in members will see those articles/pages.

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7. Add Member-Only Discounts (Optional)

You can set up extra promotions exclusive to members:

• In the Membership Record > Related tab, go to Discounts and click New.

• Fill in the following:

  • Name and mark it as Active.

  • Assign it to your Store.

  • Set a Discount Amount (e.g., 10%).

  • Choose to Stack Discounts if needed.

  • Set Start and End Dates for limited-time offers.

  • Under Discount Scope, select the Membership.

Discounts can be combined with member pricing for extra value.