User Assisted Orders

storeConnect® allows you to specify which staff member assisted with the order and adds this to the Order record. When this feature is enabled, a dropdown will appear at the checkout where the customer can also select who assisted them with their order.

How to Enable User Assisted Orders

By adding the ‘Order Assisted by User’ field to the Orders page layout, you can immediately add assistants to orders by selecting any active Salesforce user using the lookup field.

lookup field


To make the feature available on the store checkout, do the following steps:

lookup field


You can also add non-Salesforce Users by creating new User records in Salesforce

 

 
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