Install StoreConnect Customer Commerce to a Salesforce Trial Org

November 30, 2023

StoreConnect is a standalone customer commerce platform and CRM, built exclusively on Salesforce.

It is a complete replacement for other e-commerce packages/CRMs and requires minimal Salesforce licensing. It natively integrates with a variety of popular Salesforce clouds and connects directly to Salesforce with no record synchronization needed between systems at all. It offers a wide suite of features, enabling great flexibility.

StoreConnect Customer Commerce Features

You can learn more about StoreConnect features here

As it is built on Salesforce, StoreConnect can utilize any native Salesforce automation/methodology thereby offering a great level of control and customization for virtually any business use case.

1. Install StoreConnect

Installation is quick and easy and empowers anyone to establish a full online presence and storefront very quickly. Here is the installation guide. Once installed, your StoreConnect Store and Site should be active with a functional URL. This setup enables a great way to integrate the web form and payment system.

You can install a StoreConnect trial to test this solution (as done in this guide) if you are not working on a production or sandbox site implementation.

*If you are working with a production or sandbox org, please this article on installation types and permissions in StoreConnect Customer Commerce

Step 1 Option 1

Once this is complete, you should have a StoreConnect Store and Site that is accessible online.

Step 1 Result 1

*Salesforce object access is an important consideration when configuring any Salesforce Org. Please also insure that the user that is editing any configurations has access to any applicable Salesforce Objects, either via a profile or a permission set. The “StoreConnect Admin” permission set should allow the appropriate permissions for object access to complete this guide and will be installed automatically when installing to a trial org.

Order Object Configuration

StoreConnect Product showing points to be earned

For more information on StoreConnect permissions, please see this article on installation types and permissions in StoreConnect Customer Commerce

Learn more about Salesforce Profiles here

Learn more about Salesforce Permissions Sets here