Install and Administer StoreConnect Customer Commerce in your Salesforce Org

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.

You can learn more about StoreConnect features here

Installation is quick and easy but it is important to understand the permissions needed to administer the StoreConnect platform. The following guide will explain more about the correct permission set needed to enable access to the Objects and fields that the StoreConnect Platform utilizes. In addition, it will explain how to verify that this permission set is enabled for any users administering or configuring the platform.

Understanding the two types of installations available for StoreConnect Customer Commerce:

Trial org installation

1. You can install a StoreConnect 30 day trial to test this solution if you are not working on a production or sandbox site implementation. Once this is complete, you should have a StoreConnect Store and Site that is accessible online.

2. This will install the correct Salesforce permissions set needed - ‘StoreConnect Administrator’. When the trial org is done building, the correct user permissions will be set up automatically for the user chosen for the trial org at install. This permission set enables access to the correct Salesforce objects and fields as described here.

Sandbox or production installation

1. If you are installing StoreConnect as a package into your production or sandbox org, select either “Sandbox” or “Production” after clicking “Get it Now” from the AppExchange

2. Proceed with the installation

3. Check to see the “StoreConnect eCommerce” entry in the “Package Name” field of the Installed Packages setup screen once downloaded and installed

4. Check the permissions assigned for any Salesforce system users who will administer StoreConnect; For non-admins who need StoreConnect administrator access, they will need the ‘Administrator’ permission set and the ‘Administrator Standard’ permission set, as these include access to standard objects and fields required to administer a store that a non sys-admin may not have access to. i.e products, orders, etc.

5. Navigate to Setup->Users->Permission Set License Assignments

6. Insure that the any users that will be configuring StoreConnect have the “StoreConnect Administrator” permission set assigned . This enables access to StoreConnect-specific custom objects and fields.

Once this permission set is installed for these users, they will have the correct permissions to administer the StoreConnect platform

For additional information, please visit the full StoreConnect installation guide here

Learn more about Salesforce Profiles here

Learn more about Salesforce Permissions Sets here