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▶️ Why install StoreConnect

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Why StoreConnect?

StoreConnect is an all-in-one eCommerce, Point of Sale, and Content Management System — fully built on the Salesforce platform.

Key Benefits:

  • Full-featured website hosting, CMS, and publishing tools

  • Integrated eCommerce and Point of Sale system

  • Supports multiple storefronts, currencies, shipping, and inventory management

  • Includes subscriptions, recurring billing, and bookings

  • Loyalty and rewards system

  • All data is sourced directly from Salesforce, avoiding duplication

  • No plugins or disjointed systems — everything just works in sync

Install

Step 1. Start the installation

  • Visit the Salesforce AppExchange and search StoreConnect, or go to getstoreconnect.com and click Start Free Trial.

  • Click Get It Now on the listing.

  • Select your Salesforce org for installation.

  • Accept the terms and conditions, then click Confirm and Install.

Step 2. Choose user access

  • Choose Install for Admins Only (you can add more users later).

  • Grant access for content delivery and setup tasks as prompted.

  • After a few minutes, StoreConnect will appear under Installed Packages.

Configure

Step 3. Launch the StoreConnect Config App

  • Open the App Launcher in Salesforce.

  • Search and open StoreConnect Config.

  • Enter your license key or select the Free Trial option.

Step 4. Store setup wizard

  • Accept the terms, and enter:

    • Store Name

    • Theme

    • Organization-Wide Email Address for customer communication

If you need to set up a new email address:

  • Go to the Cog icon > Setup > Email > Organization-Wide Addresses

  • Add a new email and verify it via the link sent to that address

Customize

Step 5. Assign StoreConnect page layouts

StoreConnect adds custom fields to standard Salesforce objects.

  • Go to Setup > Object Manager

  • Assign StoreConnect-specific layouts to:

    • Product

    • Pricebook

    • Pricebook Entry

    • Order

    • Order Product

    • Account

    • Contact

  • Use the “Edit Assignment” button and choose StoreConnect layouts

  • You can do this now or skip and upload later

Additional store configuration

Step 7. Store configuration

  • Choose a default product category (e.g., “All Products”)

  • Set your brand colors

  • Assign a Price Book (usually “Standard Price Book”)

    • If not enabled, go to Setup > Price Books > Standard Price Book, enable it, and save

  • Decide if pricing should be tax-inclusive

  • Select your default currency

Step 8. Assign a sync user

A Sync User synchronizes data between Salesforce and your storefront.

If you don’t already have one:

  • Go to Setup > Users > New User

    • First/Last Name: StoreConnect Sync

    • License: Salesforce Integration

    • Profile: Salesforce API Only

    • Unique Username and Email required

  • Assign:

    • Permission Set License: Salesforce API Integration

    • Permission Sets: StoreConnect Sync Standard and StoreConnect Sync User

  • Verify the email and set the sync user’s password

  • Return to the StoreConnect Config page

    • Select the Sync User

    • Enter the password and the verification code sent via email

    • Click Connect to begin synchronization

Step 9. Set up a payment method

To begin testing:

  • Set up a Pay Later method for simplicity:

    • Enter dummy values (e.g., x) for API keys

    • Set API Mode to Test

    • Click Submit

Later, you can configure providers like:

  • Stripe

  • Square

  • Authorize.net

  • And more…

Products

Step 10. Create your first product

  • Go to StoreConnect Setup > Product Setup > Single Product

  • Fill out:

    • Product Name and Display Name

    • Check Active

    • Check Master Product

    • Set an Available On Date in the past

    • Add a description under Page Content

  • Click Save

Step 11. Finalize product setup

  • Add a Standard Price (e.g., $25) and click Sync Price Changes

  • Assign to a Category (e.g., “Products & Services”)

  • Upload a Product Image using file upload or URL import

Test your store

  • Open your new StoreConnect storefront

  • Navigate to your product page

  • Add product to cart and proceed to checkout

  • Use Pay Later to complete the order

  • Back in Salesforce:

    • Search the order reference number

    • Confirm that all data synced correctly

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