Videos & Tutorials

See features and functions in action, and learn more about StoreConnect.

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Setup and installation

▶️ Install and set up StoreConnectWhat is StoreConnect and how do you set it up for your business.
▶️ Log in to the support portalLog in to the StoreConnect support portal at support.storeconnect.com. Login uses Google or Microsoft single sign-on (SSO) and gives you access to orders, the StoreConnect Academy, support cases, and pre-filled contac...
▶️ Raise a support caseSubmit a support case through the StoreConnect portal with category, priority, and Org ID details. Track, comment on, upload files to, and close cases from the My Cases page.
▶️ Find features and navigate StoreConnectNavigate StoreConnect using the console (admins), the navigation menu, and the Salesforce App Launcher search to find functions, records, and configuration areas.
▶️ Profiles vs permissions vs rolesProfiles set baseline access, permission sets grant additional capabilities, and roles control record visibility in a hierarchy. Each serves a distinct purpose in Salesforce security.
▶️ Quick start with self-installerA quick start overview using the StoreConnect self-installer.
▶️ Add a custom domain to your websiteConnect a custom domain to your StoreConnect store by creating a web domain record, configuring a CNAME in your DNS provider, and activating the domain.
▶️ Activate a StoreConnect licenseEnter your license key in the StoreConnect Config App to activate a paid subscription, or upgrade from a free trial by updating the key under Subscription settings.
▶️ Add fields to page layoutsAdd new fields and sections to Salesforce Lightning record pages by cloning managed layouts, dragging fields in the Lightning App Builder, and activating the updated layout.
▶️ Apply page layouts to Salesforce objectsAssign StoreConnect page layouts to Salesforce objects so the correct fields and sections appear on record pages for your team.
▶️ Find and resolve sync errorsLocate sync errors via the console header Setup > Synchronization > Manage sync errors, review error messages for root causes like missing required fields, fix the underlying issue, and resync the affected records.
▶️ Try a free Salesforce developer orgRegister for a free Salesforce developer org at developer.salesforce.com, verify your email, and set a password to get a sandbox environment for building with StoreConnect.
▶️ Grant access to SalesforceGrant temporary login access to StoreConnect support by setting a time period in your Salesforce settings, then share your Organization ID so the support team can access the correct org.

Products and inventory

▶️ Accept donationsSet up a product that lets customers choose how much they donate by enabling variable pricing on a price book entry.
▶️ Create gift cardsCreate and sell gift card vouchers with variable pricing, set expiry periods, and let customers redeem voucher codes at checkout to pay for orders in full or in part.
▶️ Add multiple products in bulkUse the bulk product creation tool in the StoreConnect Config App to add many products at once via a data table or CSV upload, with pricing and category assignment included.
▶️ Create product categoriesOrganize products into categories and subcategories using taxonomies. Parent categories automatically display products from their children, and new categories appear in the site menu.
▶️ Prepare Google Drive URLs for bulk importHow to prepare Google Drive URLs for bulk importing media files in StoreConnect.
▶️ Product set up, part 2Product setup overview, part 2: configuring and mass-importing products in StoreConnect.
▶️ Set up stockCreate stock locations, enable inventory tracking on products, set initial quantities, adjust stock over time using change fields, and perform inventory recounts with full audit history.
▶️ Product bundlesWatch how to create and configure product bundles in StoreConnect, including anchor products, components, component groups, and pricing strategies.
▶️ Add a related productHow to add a related product to a product in StoreConnect.
▶️ Enable customers to request product quotesHow to enable customers to submit quote requests for products in StoreConnect.
▶️ Add additional content to product pagesAdd warranty, support, features, and specifications sections to product pages using reusable content blocks, and customize section labels from the store record.
▶️ Add product traitsSet up product traits (specifications) by creating trait categories, types, and values, then assign them to products so they appear on product pages and as search filters.
▶️ Add products in StoreConnectCreate a new product from scratch: enter product details, set a price, assign a category, upload media, and verify the product is visible and purchasable on the storefront.
▶️ Add search keywordsImprove search discoverability by adding alternate keywords to products, articles, and pages so customers can find items using terms beyond the product name.
▶️ Move stock between locationsMove inventory between stock locations. Select an origin location, allocate quantities to one or more destinations, then commit the transfers in bulk. You can also create transfers manually via Salesforce records.
▶️ Product formAttach a custom form to a product page so customers answer questions per item at purchase. Each quantity gets its own submission, viewable on the order record.
▶️ Product set up, part 1Product setup overview, part 1: configuring and mass-importing products in StoreConnect.
▶️ Record a stocktakeRecord the result of a physical stock count against a Stock Level so it becomes the new baseline for Count on Hand, including the Last Inventory Count and Last Inventory Date fields, the Stock Adjustment record StoreC...
▶️ Create a subscription productCreate a subscription product with recurring billing so customers are charged automatically on a set schedule.
▶️ Create bookable productsSet up bookable products like appointments or events by defining session duration, creating bookable locations with availability schedules, and letting customers pick time slots at checkout.
▶️ Create product variantsCreate product variants (e.g. color, size) by cloning the master product, updating details for each version, and linking variants back to the master so customers can switch between options.
▶️ Create restricted productsMark products as restricted in the price book entry, control visibility for non-approved customers, and approve specific accounts with quantity limits and date ranges for purchasing.
▶️ Edit productsUpdate an existing product's name, description, pricing, media, and categories from the product record, then sync price changes for immediate updates on the storefront.
▶️ Enable the standard price bookActivate the Salesforce Standard Price Book by searching for it in global search, opening the record, and checking the Active checkbox.
▶️ Import new productsImport products via CSV using the StoreConnect Config App product importer, map columns to Salesforce fields, review success and error logs, and safely re-import without duplicating records.
▶️ Offer special pricingCreate a custom price book with discounted prices and assign it to a membership product or directly to a customer account so logged-in users see special pricing.
▶️ Set related productsLink products as related parent or child items so they cross-promote each other on their respective product pages, encouraging customers to discover complementary items.
▶️ Set up membershipsCreate purchasable memberships that unlock special price books, member-only content, and exclusive discounts when customers buy the membership product.
▶️ Set up product comparisonsEnable the product comparison feature by adding a theme variable, so customers can select multiple products and view their traits side by side.
▶️ Trigger a product re-indexRequest a product re-index by raising a support case with the Trigger Reindex subtype on the StoreConnect portal. Processing time depends on the number of products and price books.
▶️ Update your products in bulkExport product and price book data from Salesforce, edit names and prices in a spreadsheet, then re-import the updated CSV through the StoreConnect product importer to apply changes in bulk.
▶️ Manage website and product media filesUpload individual media files through StoreConnect or use a third-party tool for bulk uploads to populate your store's media library.

Themes and design

▶️ Install downloadable themesBrowse StoreConnect's free downloadable themes, download a theme zip file, and import it into your store using the Theme Importer.
▶️ Use the web console to monitor and debug your siteOpen the StoreConnect web console from the store record to inspect templates, view server load times, identify errors, and debug pages in real time.
▶️ How and when to use style blocksCreate style blocks to inject custom CSS into your store for fonts, button styles, layout tweaks, and responsive design changes without modifying theme files.
▶️ How themes work in StoreConnectThemes control your store's visual style through four components: templates (page structure), locales (translations), assets (CSS/JS/images), and variables (design settings). New themes inherit from the base theme.
▶️ Add a favicon to your websiteUpload a favicon image to the media library, create a head content block with the favicon link tag, and apply it to your store's global content so it appears in browser tabs.
▶️ Configure route mappingSet up URL redirects using route mapping when you change slugs or migrate from an old site. StoreConnect auto-creates 301 redirects and supports manual permanent, temporary, and rewrite redirects.
▶️ Create a location finderBuild a store location finder by creating location accounts with addresses, grouping them, adding a menu link, and optionally integrating Google Maps for proximity search.
▶️ Create content blocksBuild page sections using content blocks with templates like banners, images, and featured products. Use container blocks for layout control and reuse blocks across multiple pages.
▶️ Create pagesCreate website pages using container and child content blocks for structured layouts, add them to the site menu, and build child pages for nested navigation.
▶️ Install a themeDownload a theme zip file, import it through StoreConnect's theme wizard, preview it, and apply it to your store record to update your site's visual design.
▶️ Update store brandingChange your store logo, product and category placeholder images, and primary and secondary brand colors using HSL values from the store record's branding and global content settings.
▶️ Use Liquid templatesLiquid templates control the HTML layout and data shown on each page of your store, including page, block, and snippet templates, how template keys work, and how to pull store data into a template.
▶️ Use script blocksAdd third-party scripts like chatbots, Google Analytics, or Facebook Pixel to your store by creating script blocks with inline code or external URLs, applied globally or per page.
▶️ Use the menu builderBuild a custom site menu with the menu builder by creating menu items that link to pages, categories, or products, then add nested submenus with dropdown styling via CSS classes.
▶️ How to use theme localesAdd multi-language support to your StoreConnect theme using theme locales and locale translations.
▶️ Use website builderEdit your store visually using the website builder to modify content blocks, manage global settings, update styles and scripts, and submit changes for approval before publishing.
▶️ Use zonesCreate geographic zones by adding country, state, and postcode identifiers to define areas used for shipping rates and tax calculations.
▶️ Route mapping 301 redirectHow to configure 301 redirect route mapping in StoreConnect.
▶️ Store roles for site inspection and site builderHow to use store roles for site inspection and site builder in StoreConnect.

Content creation and marketing

▶️ Add an articleHow to add an article in StoreConnect.
▶️ Add an article to a categoryHow to add an article to an article category in StoreConnect.
▶️ Configure basic SEOSet meta titles, descriptions, keywords, and social images on your store, products, pages, and articles. StoreConnect uses a fallback hierarchy so child records inherit SEO data from parents.
▶️ Create a mailing listCreate a Salesforce campaign, link it to your store, and display an opt-in checkbox at checkout so customers can subscribe to your mailing list and appear as campaign members.
▶️ Create a privacy compliance bannerSet up a cookie consent banner by creating compliance groups (e.g. strictly necessary, analytics), linking cookies and script blocks to each group, and enabling the privacy banner on the store.
▶️ Create articlesCreate and publish articles with hero images, content fields, and SEO metadata. Organize them into categories and link them in the site menu for customer access.
▶️ Create promotionsSet up promotions with promo codes, define actions (item discount, free shipping, etc.), and scope them to specific products, categories, or customer groups.
▶️ Create UTM tracking codesAppend UTM parameters to your store URLs for campaign tracking. StoreConnect stores UTM data as first-party cookies and records source, medium, and campaign directly on the Salesforce order.
▶️ Set up an organisation-wide email addressAdd an organization-wide email address in Salesforce so transactional and automated emails are sent from a shared address like support@yourcompany.com instead of individual user accounts.
▶️ Update customer informationCustomer data stays in sync between the storefront and Salesforce. Customers update their own details from their account page, while admins edit records directly in the Salesforce backend.
▶️ Invite customers to create an accountHow to invite contacts to create an account on your website.

Forms, checkout, payments, and orders

▶️ Checkout formCreate a checkout form with custom questions (text, pick list, file upload) that displays during or after checkout, then view submitted responses on the order record in Salesforce.
▶️ Generic formsBuild generic forms with custom question types (text, pick list, file upload, date) and embed them on any page using a Liquid code snippet. Submissions are viewable in Salesforce and can trigger flows.
▶️ Add terms & conditions to checkoutCreate a terms and conditions page, link it to the checkout flow in the store record, and require customers to accept before proceeding to payment.
▶️ Allow customers to earn loyalty reward pointsConfigure loyalty reward points by setting activation order status, expiry rules, earn rates in the price book, and per-product point values so customers accumulate points on purchases.
▶️ Allow customers to spend loyalty reward pointsEnable customers to pay with loyalty points by setting up points display, conversion rates in the price book, and enabling point purchases on individual products and shipping.
▶️ Configure click & collectSet up click and collect by creating stock locations and collection points, enabling pickup on products, setting stock levels, and letting customers choose a collection date at checkout.
▶️ Configure discountsVideo overview of creating and scoping automatic discounts in StoreConnect, with links to full reference documentation for discounts, promotions, vouchers, and loyalty points.
▶️ Configure shipping costsConfigure shipping rates by creating zones, setting flat-rate or weight-based pricing, enabling shipping methods on products, and adding tiered rates for heavier orders.
▶️ Configure transactional emailsManage transactional emails triggered by order statuses and checkout steps. Clone and customize Salesforce email templates, view email history on orders, and configure standard emails like password reset.
▶️ Customise order statusesAdd custom order statuses (e.g. Shipped, Fulfilled, Cancelled) to the status picklist, reorder them, and use theme locale translations to control what customers see on their account page.
▶️ Enable pay on accountEnable pay on account (purchase orders) by adding it as a payment provider, enabling the feature on the customer account, and authorising specific contacts to use it at checkout.
▶️ Modify an order after checkoutEdit order line items after checkout to change quantities, then let the customer pay the outstanding balance through their account page or a direct payment link.
▶️ Offer express checkout with StripeEnable Apple Pay and Google Pay express checkout by adding API options to your Stripe payment provider, activating wallet methods in Stripe, and registering your store domain.
▶️ Run a test orderPlace a test order by enabling store test mode or using test email addresses, then verify the order details, payments, promotions, subscriptions, and activity history in Salesforce.
▶️ Offer store creditIssue store credit, refund credit, or gift card balances to customer accounts, enable contacts to spend credit at checkout, and track transaction history with hold and audit controls.
▶️ Take payments over the phoneProcess credit card payments over the phone by adding your store domain as a trusted URL, then using the Take Payment action on the order record in Salesforce.
▶️ Set up payment providersA video showing you how to set up payment providers in StoreConnect

Point of sale

▶️ Customize point of sale designHow to shape the way the Point of Sale looks and behaves using quicklists, action groups, custom views, POS layouts, and receipt and label templates.
▶️ Start and end shifts in POSDemonstrates how to open and close POS shifts, including setting opening floats and entering closing balances.
▶️ Item returns - refund and exchange at POSHow to process item returns, refunds, and exchanges at the Point of Sale in StoreConnect.
▶️ Place items on hold at POSHow to prepare an on-hold request at the Point of Sale in StoreConnect.
▶️ POS checkout and paymentsHow to process checkout and payments at the Point of Sale in StoreConnect.
▶️ Process a stock transfer at POSHow to process a stock transfer at the Point of Sale in StoreConnect.
▶️ Process rental products at POSHow to manage rental product transactions at the Point of Sale in StoreConnect.
▶️ Process special orders at POSHow to process special orders at the Point of Sale in StoreConnect.
▶️ Set user pins for POS accessHow to create and set user PIN codes for Point of Sale access in StoreConnect.
▶️ POS setup overviewThe Point of Sale setup process, covering everything needed to configure POS for the first time or at a new location.
▶️ Point of sale overview for usersWalks through the full POS workflow: starting shifts, browsing products, managing the cart, processing payments with split tender, issuing refunds, and closing shifts.
▶️ Adjust prices at the POS checkoutHow to apply discounts and price overrides at the Point of Sale checkout in StoreConnect.

Advanced features and integrations

▶️ Generate the form code for web-to-leadHow to generate the form code for a web-to-lead integration in StoreConnect.
▶️ Add a web-to-lead formEmbed a Salesforce Web-to-Lead form on your StoreConnect contact page with Google reCAPTCHA spam protection, custom CSS styling via style blocks, and client-side validation.
▶️ Configure EasyShipIntegrate Easyship with StoreConnect end to end: create an API token, add Easyship as a shipping provider and picklist value, assign products, configure stock locations, and manage shipments.
▶️ Insert media with LiquidUse Liquid snippets to embed images, videos, YouTube or Vimeo players, and content blocks into article and product pages by referencing media identifiers.
▶️ Log in as a customerSet up SAML-based single sign-on so admins can log into the storefront as any customer directly from the Salesforce contact record, using an Identity Provider certificate and connected app.
▶️ Using custom data overviewMap custom Salesforce fields to your storefront using data mappings, then display them on pages with Liquid code in theme snippets.
▶️ Log in as a customer from SalesforceHow to log in to the storefront as a customer directly from the Salesforce contact record.