Industrial Parts & Service Wiki

5.7 | How to Remove Customer Access to eCommerce from Salesforce?

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Steps in the screenshots correspond to the numbers in the headings.

This document will explain how to remove login access to buy.advancedtech.com (aka the online store) for a contact in Salesforce.

1. Find the contact that you would like to discontinue their ability to login and purchase on the online store in Salesforce CPQ contacts.

2. Uncheck the eCommerce checkbox on the Contact record inside Salesforce and clear out the eCommerce Access Date Stamp field.

3. Clear out the eCommerce User ID and eCommerce Customer ID fields

4. If the contact is no longer working for the Account(s) they are tied to, make sure to update the Contact status to Deactivated. This will prevent any record updates from being picked up by integrations (as well as preventing a new customer record from being created in eCommerce for the same Contact).

Be aware that if a Contact record is still Active, only eCommerce information was removed, and the contact recreates an account in eCommerce, the integrations process will create a new eCommerce account for them that is attached to their Contact record. The only way to prevent this is to clear out the Email field on the Contact record in Salesforce. 

5. Delete the customer record in eCommerce using the Customer management screen. This can be done by selecting the customer record that is to be deleted and then clicking on the trash can icon at the top left of the customer list.

Tip:  Use the filter feature in Big Commerce to quickly find the correct contact

If you are having difficulties completing any of these steps, please reach out to [email protected]

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Previous Article 5.6 | As a member of the CSR Team, can I log in as the customer to the ATS Store?
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