Documentation

• Risk Management and Analysis
  Identify and manage known risks when installing StoreConnect into an existing Salesforce Org

• Quick Start Self-Installer
  Installs the StoreConnect application into your Salesforce Org

• Creating a Test Store
  Creates a hidden Test Store on your site to play around or test features

• Multi-Store Support
  Create multiple stores within the one Salesforce org

• Geolocation Auto Redirect
  Redirect user based on geo-mapped location, change default geolocation store and location picker

• How to Create Your StoreConnect User
  One of the most fundamental requirements is a StoreConnect user

• Brand Pages
  How to Make a Dedicated Brand Page

• How to Enable the Standard Price Book During Setup
  How to enable the Standard Salesforce Price Book, an integral part of StoreConnect product pricing

• How to Customise and Create Your Own Workflows
  Customise your workflows within the StoreConnect Apps on Salesforce

• Inviting Existing Contacts Into StoreConnect
  Invite your users and contacts into Salesforce and StoreConnect

• Setting up a Custom Domain Name
  Set up your custom domain name

• Setting up a Store-Wide email address
  Customise the email address that is used as the default to notify customers of their order status

• Assigning Page Layouts
  Customise your Salesforce page layouts to access StoreConnect features
  See also
  • How to Change a Page Layout Using the Product Page Layout as an Example
    A video to demonstrate customising page layouts for first time users
    
    
• Currencies
  Set up your store currency and learn how StoreConnect uses Salesforce’s multi-currency price books
  See also
  • Supported Currencies
    A full list of the currencies supported by StoreConnect
    
    
• Configuring Zones
  Zones limit countries you sell to, and also help define regional fixed-price shipping and taxes
  
  

• Cookie Management and Privacy Compliance
  GDPR Compliant cookie and script manager for privacy compliance

• Single-Sign-On Support
  Single-Sign-On is enabled via Customer Support)

• Migrating Data From Sandbox
  How to migrate from sandbox, or staging (sometimes called, UAT) to production

• Preparing to Launch Your Store
  A checklist to help you work out your own Go-Live process

• How to Test Your New Store is Working
  Once you have gone live, what you should test as a minimum

• Taking Your Store Offline
  How to take your store offline/unpublish it from the internet

• Performance Considerations
  How to ensure your StoreConnect store can accept a high volume of orders

• Granting Support Access to your Salesforce Org
  How to Grant the StoreConnect Support team access to your Salesforce Org

• Test Orders
  How to do a test order on a live store without paying the Shared Success fee.
  
  

• Add Your Own Favicon
  Brand your store using your own favicon

• How to Customise the Design of your Store
  Customise StoreConnect web pages using Custom and Fixed Content Areas

• Custom CSS Styling
  Develop your own custom CSS styling to fully customise the look and feel of your store.
  See also

  • Adding Custom Javascript, CSS and Head Content
  • Using CSS with Content Blocks
    
    

• Add Third Party Integrations, Widgets and Code blocks
  Add third party widgets and code blocks to include third party features and add-ons
  
  

• Theme Builder
  Modify how StoreConnect looks for your store on a store by store basis, modifying templates, pages, assets and languages.
  See also

  • Theme Page Code
    Modify the basic structure and layout of your site.
    
    
  • Theme Content Block Code
    Modify the in build Content Block types on your site, or create new ones.
    
    
  • Theme Liquid Snippets
    Create reusable templates for use throughout your site.
    
    

• How to Customise the Design of your Store
  Customise StoreConnect web pages using Custom and Fixed Content Areas

• Page Management
  Management of the pages to be displayed online.
  See also

  • Adding Content to Your Pages
    How to add content to your pages
  • How to Use Markdown
    Markdown is the primary method for adding text to your StoreConnect website. Knowing how it works and it’s limitations will make your content creation process that much simpler
  • Theme Pages Liquid Code
    How to modify the default structure of the pages displayed via the Theme Builder.
    
    

• Content Blocks, the Building Blocks of Pages
  Build reusable Content Blocks to use within more than one page.
  See also

  • Content Block Containers
    Building Content Block containers
  • Content Block Templates
    Building Content Block tempaltes
  • Nesting Content Blocks
    Nesting Content Blocks using the Parent/Child concept
  • Naming Content Blocks
    Naming conventions for Pages, Content Blocks and Media
    
    

• Liquid Customisation
  Use liquid GlobalDrop Tags (liquid code snippets) to add site customisations.
  See also

  • Where Liquid Can Be Used
    A list of all the pages, product pages, etc where you can insert liquid
  • Inserting Media Using Liquid
    Inserting media on pages using liquid
  • Create a Product Form Using Liquid
    Display an Add to Cart form on a page using liquid
  • Conditional Content Using Liquid
    Liquid if, elseif endif and other usage examples for displaying content based on preset conditions
  • Canonical Content with Liquid
    Change what content is shown on your page depending on the URL and query parameters
    
    

• Articles (Blogs)
  Add Blog articles and Related blog articles to your website

• Product tabs
  Designed to highlight common product components such as Warranty, Product Features, etc

• Media Management
  Manage images, videos for use and re-use throughout the website.
  See also

  • Adding Media to Products
    Bulk uploading, product variants and adding a media object to a product
  • Standardise Images on Your Site Using Aspect Ratio
    Keep your images uniform sizes across your site using standard aspect ratios
    
  • Adding SVG Media
    The trick to adding SVG media
    
    

• Navigation Product Categories
  Allows the user to define which product categories are shown in the header
  
  
• Menu Builder
  User can build custom drop-down and mega menus
  
  
• Creating a Custom Header
  Customise your website’s header and make it your own

• Physical Products
  Management of available products for sale
  See also

  • Product Listing Minimum Requirements
    Details what minimum requirements are needed to list a product on your website
  • Product Pricing
    How to set the prices of your products
  • Product Deposits
    How to configure deposits for your Products
  • Product Categories
    Group your products by category
  • Product Variants
    Products that have variations such as colour, size, etc
  • Adding Products to Categories
    How to add products to categories
  • Adding Media to Products
    How to add media such as images to your products
  • Product Traits
    How to use Traits for product filters and product specifications
  • Product Downloads
    How to create downloadable links for your product pages for brochures, manuals, etc.
    
    

Apart from physical products we also offer features to sell:

• Subscriptions Products
  These are products where there is an associated recurring charge

• [Store Memberships]help document coming soon
  Buy memberships, Restrict content (pages/articles) by membership, Membership pricing

• Bundles
  User can build bundles of products to purchase at cart

• Events Booking System
  The ability to set events and manage them such as training or seminar events

• Buy Button
  A configurable link offering direct-to-cart or buy-now checkout onto any page

• SEO and Site Data
  Include SEO metadata across your entire site.
  See also

  • SEO Metadata
    Include page, articles and product specific SEO meta data
  • Sitemap File
    Find your sitemaps.xml file and learn what it includes
  • Robots.txt File
    Find out more about the robots.txt file
    
    

• Canonical URL Support
  Dynamic Page Information (canonical URLs) and meta property tag support

• URL Redirects
  300, 301 redirect features and 404 custom page

• Promotions
  Using promotion codes at checkout

• Discounts
  Allows you to discount products based upon a set criteria.

• Campaigns
  Subscribe your customers to campaign mailing lists.

• Featured Products
  Feature a set of products on any page

• Web Leads
  Generate leads via a web form

• Signing Customers up to Mailing Lists
  Sign up your customers to marketing email lists at the checkout

• SMS Marketing Campaigns
  Send SMS messages to your customers using Pendula

• Facebook Pixel
  For Facebook marketing & re-targeted marketing purposes

• Google Analytics & Tag Management
  For Google marketing & re-targeted marketing purposes

• UTM Tracking Feature
  Ability to pass UTM campaign information through the sale process

• A/B Split Testing of Web Pages
  Integrating with third party A/B Split Testing providers
  
  

• Google Merchant Feed
  Google merchant feed to integrate into Google shopping

• Facebook Catalogue (Merchant) Feed
  Facebook merchant feed to integrate into Facebook shopping
  
  

• [Google Review feed]help document coming soon
  Parsing of google product reviews to the product page

Transactional Emails
A series of customisable emails confirming each step of the transaction and order flow

• Payment Gateways
  An every-growing list of payment providers that include:
  

  • PayPal
  • EWAY
  • Stripe
  • Square
  • ZipMoney
  • Authorize.net
  • Bambora (Canada) payment gateways,
  • SecurePay

• Pay by Subscriptions
  User can buy subscription-based product/services

• [Pay by Account]help document coming soon
  User can pay on account if they have one

• [Pay Later Options]help document coming soon
  Create options to pay later like EFT, COD, Cheque etc.

• [Account Credit Feature]help document coming soon
  Making a purchase using account credit or partial account credit with the balance on some other payment method

• Accept Payments in Salesforce

• [International Currencies & Payments]help document coming soon
  Support for international stores using local currencies and payment methods

• Taxes
  Define taxes that apply to products in specific regions (Zones)

• [International Tax Feature]help document coming soon
  International purchases have the tax removed

• Calculate Taxes from Salesforce
  Recalculate taxes on StoreConnect Orders - or calculate on new Orders - from Salesforce

• Avalara AvaTax
  Use Avalara AvaTax to calculate taxes on StoreConnect Orders

• Stock Levels
  Track and auto-decrement stock levels (optional)

• Stock Locations
  Manage stock locations and
  See also

  • Stock Transfers
    Transfer stock from one location to another
    
    

• Configure Shipping
  How to enable shipping for your store

• Shipping Rates
  Shipping rates are used for fixed-price shipping or shipping costs by region

• Shipping Providers
  Set up your shipping using providers such as Australia Post

• Click and Collect
  Customers can Click and Collect your products
  
  

Build new stores, configure shipping, site-wide SEO, cookies, custom CSS and more. Configure your stores using the many store-wide settings found within the StoreConnect Config App.

• Basic Configuration of the StoreConnect Config App

{: .img-border }Screenshot of the StoreConnect Config App

StoreConnect utilises the technology of Salesforce objects, records and fields. Build your pages, customise content and manage store-wide media within Salesforce using the StoreConnect CMS App.

• Introduction to StoreConnect’s CMS
  Learn more about the StoreConnect Content Management System

{: .img-border }Screenshot of the StoreConnect CMS App

Order management, statuses, stock adjustments, shipping statuses, products and more. The StoreConnect Stock App provides basic functionality to handle all stock related tasks.

{: .img-border }Screenshot of the StoreConnect Stock App

Manage Bookings, Bookable location, Availabilities, Bookable Events and Attendees

• Booking System

{: .img-border }
Screenshot of the StoreConnect Bookings App

Central to your business operations is the StoreConnect App. Here you can manage your orders, products, your contact accounts, discounts and promotions. Most importantly, you can track your eCommerce performance using our straight-out-of-the-box Performance Dashboard, built entirely on Salesforce so you can customise it to your needs.

{: .img-border }
Screenshot of the StoreConnect Performance Dashboard