Better B2B: Getting started
Documentation
Set up Better B2B so Location Admins can add and remove colleagues at their Shopify company location from customer accounts.
Search blog posts and product documentation.
Documentation
Set up Better B2B so Location Admins can add and remove colleagues at their Shopify company location from customer accounts.
Documentation
Install Better B2B, assign a Location Admin, add the Team page to customer accounts, and enable the locations that can manage teams.
Documentation
How Location Admins add and remove colleagues on the Team page, what access colleagues get, and how to check your Better B2B setup.
Documentation
Resolve Better B2B setup and access issues, including a missing Team page, unavailable team management, and access that won’t load.
Documentation
Set up Better Files or Better Files React on Salesforce record pages to search, download, and delete files in bulk.
Documentation
Install Better Files, assign the permission sets for the original or React component, and add it to a Lightning record page.
Documentation
Configure Better Files and Better Files React using record-page properties and the shared File Related List Config metadata, including the React theme.
Documentation
Search Salesforce files, upload and preview documents, and use Better Files to download or delete selected files together.
Documentation
Resolve setup, access, upload, theme, and email attachment issues in Better Files and Better Files React.
Documentation
Connect Shopify and Salesforce with Jota to sync customers, orders, draft orders, products, fulfillments, and B2B data.
Documentation
Install the Jota packages in Salesforce, add your Shopify store, connect Salesforce, and verify the connection.
Documentation
Set up the Jota Admin, User, and Integration roles in Salesforce and give each user access to the right Shopify stores.
Documentation
Choose how Shopify and Salesforce fields line up, match existing Contacts, sync customers as Leads, and set record types.
Documentation
Learn what Jota syncs automatically, import existing Shopify data into Salesforce, schedule hourly syncs, and run sync actions on records.
Documentation
Sync Shopify B2B companies, locations, contacts, markets, and catalog pricing with Salesforce, and onboard companies from your Accounts.
Documentation
Send Shopify customer invitations from Salesforce Flow or Apex, choose a delivery mode, track results, and set up B2B welcome emails.
Documentation
Review Jota sync history, retry failed events, and resolve setup, connection, customer, order, and API limit issues.
