How StoreConnect Connects eCommerce Website with Salesforce CRM

Exploring the StoreConnect Platform

1. StoreConnect Overview

What is StoreConnect ?

StoreConnect is a Salesforce-native eCommerce platform used to build and manage online stores entirely inside Salesforce. Unlike third-party eCommerce solutions that require complex integrations, StoreConnect lives natively within the Salesforce ecosystem — meaning your store data, customer data, and business data all exist in one place.

Key Concept: StoreConnect connects your entire commerce operation into a single Salesforce-powered system:

Website + Salesforce CRM + Products + Orders + Customers + Payments

Why Companies Use StoreConnect

• Unified data — No data silos between your website and CRM. Every customer, order, and product is a live Salesforce record.
• No integration overhead — Eliminates costly middleware and sync tools between eCommerce platforms and Salesforce.
• Real-time visibility — Sales, support, and operations teams see live eCommerce data directly in Salesforce.
• Scalability — Built on Salesforce infrastructure, so it scales with enterprise-grade reliability.
• Single source of truth — All customer interactions, from browsing to purchase to support, are captured in one system.

How It Works with Salesforce

StoreConnect is installed as a managed package directly inside your Salesforce org. Once installed, it uses native Salesforce objects (Accounts, Contacts, Orders, Products) to power the online store. There is no external database — everything is Salesforce.

Benefits of Salesforce-Native eCommerce

• Leverage existing Salesforce licenses and infrastructure
• Use Salesforce security model, roles, and permissions
• Connect eCommerce data to Salesforce flows, reports, and dashboards
• Customer service teams can see full purchase history without switching tools
• Marketing teams can trigger campaigns based on real purchase behavior

2. StoreConnect Architecture

System Architecture Diagram

CUSTOMER (Browser / Mobile)
           ↓
  StoreConnect Website
  (Storefront, Product Pages, Cart, Checkout)
           ↓
  StoreConnect Salesforce Package
  (Managed Package installed in Salesforce Org)
           ↓
    Salesforce Platform
    ┌─────────────────────────────────────┐
    │  • Customers    (Account / Contact) │
    │  • Products     (Product2)          │
    │  • Orders       (Order / OrderItem) │
    │  • Inventory    (Stock Management)  │
    │  • Website Content (CMS)            │
    │  • Business Data (Reports / Flows)  │
    └─────────────────────────────────────┘

What Salesforce Manages

• Customers — All buyers are stored as Salesforce Accounts and Contacts
• Products — Product catalogue lives in Salesforce Product2 and Pricebooks
• Orders — Every purchase creates a Salesforce Order with OrderItems
• Inventory — Stock levels tracked directly in Salesforce
• Website Content — Pages, banners, and media managed via Salesforce CMS
• Business Data — Reports, dashboards, and automation all run natively in Salesforce

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3. Salesforce Data Model / Objects

(How it's Operated into the Saleforce)

4. Main StoreConnect Features

🛒 Online Store

The customer-facing storefront built and managed entirely within Salesforce.

• Product Catalogue — Display all products with images, descriptions, categories, and filters
• Product Pages — Detailed product pages with variants, pricing, and availability
• Shopping Cart — Persistent cart tied to the customer's Salesforce Contact record
• Checkout — Multi-step checkout with address, shipping, and payment collection
• Order Management — Post-purchase order tracking and history visible to customers

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⚡ Salesforce Integration

Every action on the website automatically creates or updates Salesforce records in real time — no manual sync required.

Order Flow Example:

Customer places order on Website
           ↓
     StoreConnect
     (processes order, validates payment)
           ↓
       Salesforce
       ↓         ↓         ↓         ↓
   Account    Contact    Order    OrderItem
 (Customer) (User info) (Purchase) (Line items)

 ⚙️ Business Operations
End-to-end operational management handled inside Salesforce.

• Inventory — Track stock levels, set low-stock alerts, manage fulfillment
• Shipping — Configure shipping zones, rates, and carrier integrations
• Tax — Set up tax rules by region and product category
• Payment Integration — Connect payment gateways (Stripe, PayPal, and others)
• Reporting — Use Salesforce Reports and Dashboards for sales analytics and business insights

🌐 Website Management

Manage your entire storefront content from within Salesforce.

• Content Pages — Create and publish store pages (About, FAQ, Policy pages)
• Menus — Configure navigation menus and footer links
• Images & Media — Upload and manage images via Salesforce CMS
• Storefront Customization — Control layout, colors, branding, and content blocks
• Themes — Apply and customize pre-built themes to match brand identity

5. Implementation Process

(Installation Setup in Saleforce Environment)

Implementation Checklist :

— Requirements document signed off by client

— Salesforce sandbox org prepared

— StoreConnect package installed

— Salesforce profiles and permissions configured

— Products and pricing loaded

— Website pages built and reviewed

— Payment gateway connected and tested

— Full UAT completed

— Client training delivered

— Go-live approved

— Production deployment completed

— Post-launch hypercare period active

6. StoreConnect Trial Details

(Trial Environment Purpose)

The StoreConnect trial org is used to evaluate the platform before committing to a full implementation. It provides a risk-free environment to explore features.

What the Trial Is For

• Evaluation & Testing — Explore StoreConnect features without affecting any production Salesforce data
• Understanding Features — Walk through the full store setup process: products, checkout, orders
• Configure Demo Store — Build a representative store to demonstrate capabilities to the client
• Test Salesforce Integration — Verify how website actions map to Salesforce records (Accounts, Orders, etc.)

⚡  Trial Setup Steps

1. Sign up for a StoreConnect trial org via the AppExchange or StoreConnect website
2. Install the StoreConnect package in the trial Salesforce org
3. Follow the onboarding wizard to create your first store
4. Add sample products and configure a test checkout
5. Place a test order and verify Salesforce record creation

7.Testing UAT Cases.

UAT(User Acceptance Testing Test Cases)

8. StoreConnect Tutorial Videos

Use this section to track tutorial videos watched, relevant notes, and status during the learning and implementation phase.

9. Pricing Information

Note: Pricing is subject to change. Always confirm the latest pricing directly with StoreConnect. The figures below are reference estimates as of 2024.

Additional Costs to Consider

• Salesforce Licenses — Users accessing store data in Salesforce require appropriate Salesforce licenses (Sales Cloud, Service Cloud, etc.)
• Custom Development — Any bespoke functionality, custom integrations, or workflow automation beyond standard configuration
• Third-Party Integrations — ERP, accounting software, marketing platforms, or logistics connectors may carry additional licensing costs
• Implementation Services — Partner or agency implementation fees (separate from StoreConnect platform costs)

10. Client Explanation

For Client Conversations —

"We implemented Store Connect as a Salesforce-native commerce solution that connects the website, customer management, products, orders, inventory, and business operations into one Salesforce ecosystem."