Shopify Salesforce Integration

 In Documentation

Connect Salesforce account

Open Salesforce Sync app , go to “Salesforce Accounts” tab , click “add new” button. If your Salesforce account does has access to API then connect via “web2lead”, Salesforce Contact , Group, Spark and Essential Editions do not have access to API.

Create a Feed for Contact, Lead etc

Go to “Salesforce Feeds” tab, Create a feed for Contact/Account/Lead. Map required fields in feed , set primary key (if needed). You can add your required fields in feed.

Create an Opportunity In Salesforce.

Create a feed for Opportunity and map your required fields. Optionally, you can assign Salesforce Account feed to Opportunity feed.

If you want to add Salesforce Contact to Opportunity then create a feed for Opportunity Contact Role , Select previously created Contact and Opportunity feed to related fields.

Send Shopify Order Items to Salesforce.

You can send shopify order items to Salesforce Opportunity/Order line items. App support Salesforce custom line item fields, You can add line item fields in feed.

Shopify multicurrency.

If your shopify store supports 2 currencies , you can send Order in any currency to Salesforce. “Discounts” , “Line item Unit Price”  is available in both currencies.

Assign One Object to other Object (e.g Assign Account to Contact)

You can use ID from other feeds in any feed. For example , assigning Account to Account Name field in Contact Object. Remember to select same Shopify Event (e.g Order Created) in both feeds.

Send Shipping as Line Item in Salesforce.

Map “Shipping Total” and ” Price Book ID Entry of Shipping Item” fields in feed.

You can easily get Price Book entry ID of shipping Product in Salesforce.

Send Shopify Checkout fields to Salesforce.

Easily send checkout fields as custom value tag {note_attributes_My-field} ,field name is “My Field” , replace empty space with dash.

Send Shopify Custom fields to Salesforce.

app supports custom fields of default “custom” namespace
you can set field tag like this {metafields_my_custom_field} , exact field label is “my custom field” , You can copy field name from Shopify field definitions.


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