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Defining default values for standard or custom form fields on the Shop shopping cart checkout form using user-defined session variables

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When using the Shop shopping cart, the can choose to prepopulate field values in the checkout form using user-defined session variables.

Specifically, you can apply user-defined session variables as follows:

  1. Open the Shop > Configuration > Shopping Cart tab
  2. To set the Default Values for the standard fields in the Contact Information section, scroll down to the Contact Information section and click Customize Headings and Labels. In the form that expands, you may set any or all default values using user-defined session variables:
    1. First Name
    2. Last Name
    3. Email Address
    4. Phone
    5. Organization
  3. To set the Default Value for a custom Salesforce field, scroll to the Custom Salesforce Field section. Click the edit button for the field whose value you wish to define. Enter the value in the Default Value parameter. Click Save.

    NOTE: Either user-defined session variables or Salesforce Contact field variables for a logged in user can be entered as the Default Value.

  4. To set the Default Values for the standard fields in the Shipping Information section, scroll down to the Shipping Information section and click Customize Headings and Labels. In the form that expands, you may set any or all default values using user-defined session variables:
    1. Shipping First Name
    2. Shipping Last Name
    3. Shipping Street
    4. Shipping City
    5. Shipping State/Province/Region
    6. Shipping Postal/Zip
    7. Shipping Country
  5. To set the Default Values for the standard fields in the Payment Information section, scroll down to the Payment Options section and click Customize Headings and Labels. In the form that expands, you may set any or all default values using user-defined session variables:
    1. First Name
    2. Last Name
    3. Billing Street
    4. Billing City
    5. Billing State/Province/Region
    6. Billing Postal/Zip
    7. Billing Country
    8. Invoice First Name
    9. Invoice Last Name
    10. Invoice Email
    11. Invoice Phone
    12. Invoice Organization
  6. Click Save

NOTE: If you wish, you may use the same user-defined session variable as the default value in multiple fields.

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