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Salesforce Shopify Connector

Updated On Author Comments

28 December 2023 Fasihur Rahman 6

Salesforce Shopify Connector and integration

Shopify and Salesforce Integration are taking the e-Commerce & CRM platform to new
heights. Now dealing with e-Commerce unlimited data is much easier than ever before.
Shopify Salesforce Connector is acting as a bridge between Shopify and Salesforce. It is
enhancing features of e-commerce and CRM platforms with the concept of service first
approach. With the help of this application, admins can easily synchronize Customers,
Collections, Products, and orders to Salesforce CRM which will help them to track sales and
growth trends.

Note: Application required to install in Salesforce Org from AppExchnage: eShopSync For
Shopify
Note: If you don’t have an awesome Shopify store, You can get it from here: Create a
Shopify store

Features

Provides a unified Salesforce platform to manage both e-Commerce

 Chatand with
CRMan Expert
data.
Multi-store-oriented integration to enhance the management of e-Commerce
 data more efficiently.
Real-time synchronization for Collections, Products, Customers, and Orders from
Shopify to Salesforce.
Effective utilization of multiple Shopify stores in a single Salesforce CRM.
Synchronize e-Commerce data at the Salesforce end to avail CRM benefits.
Salesforce Centric configuration concept to avail hassle-free environment.
Synchronization of Collections from Shopify to Salesforce end.
Orders and Product synchronization to manage Inventory effectively.
Customer synchronization as Accounts and Contacts at the Salesforce end.
Interactive design with the user interface at Salesforce end adding on effective
data utilization
Synchronization Of variant as a Product from Shopify to salesforce end.
In the Object Settings, there is an option Variant as a Product, by enabling its
feature. All the Variants under the Products in Shopify would synchronize as a
Specific Product at the Salesforce end.

Note: The variant would synchronize as a Product to the salesforce end once you have
deleted all Shopify products from the Salesforce end.

Features(Paid)

Export data from Salesforce to Shopify (Contact us for price)

Multicurrency feature (Contact us for price)
Meta fields Mapping (Contact us for price)
Multi-store functionality (Contact us for price)

How to Install Salesforce Shopify Connector :

Installation of #eShopSync for Shopify | Connect #Shopify…

#Shopify…
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How to Make a Custom App in Shopify?

In Shopify, Go to the Settings.

Then click on Apps and Sales Channels.
From here, you have to click on Develop App button to create a new App.

The App Form opens up on your screen.

Enter the App Name according to you.
Select App developer from the drop-down list.
Click on the button Create app and then it creates the app.

After creating the app, configure the Admin API

For this, click on the button Configure Admin API scope
 Provide the following scope permissions mentioned in the table below. You can
also give another permission too according to your requirements.

Scopes Write Read

Assigned fulfillment orders write_assigned_fulfillment_orders read_assigned_fulfillment_orders
Custom_fulfillment_services write_custom_fulfillment_services read_custom_fulfillment_services
Customers write_customers read_customers
Discounts write_discounts read_discounts
Draft orders write_draft_orders read_draft_orders
Fulfillment services write_fulfillments read_fulfillments
Gift cards write_gift_cards read_gift_cards
Inventory write_inventory read_inventory
Locations write_locations read_locations
Merchant-managed write_merchant_managed_ read_merchant_managed_
fulfillment orders fulfillment_orders fulfillment_orders
Order editing write_order_edits read_order_edits
Orders write_orders read_orders
Payment terms write_payment_terms read_payment_terms
Price rules write_price_rules read_price_rules
Product feeds write_product_feeds read_product_feeds
Product listings write_product_listings read_product_listings
Products write_products read_products
Purchase options write_purchase_options read_purchase_options
Returns write_returns read_returns
Shipping write_shipping read_shipping
Shop locales write_locales read_locales
Third-party fulfillment
write_third_party_fulfillment_ordersread_third_party_fulfillment_orders
orders

Then click on the Save button.

After saving settings, go to the API credentials Tab and click on the Install app
button.
 NOTE: When you are done with the app installation, you will get an access token that
can be revealed once only. So copy and paste it into the text file to save it with you in a
secure place.

Installation & Setup at Salesforce’s end

Once you install eShopSync For Shopify from AppExchange. Follow the steps below to
complete the setup:-

Go to Setup then in Quick Find Search for Users

After that, Users click on the Permission Sets option
The Permission Sets screen opens up
Go to eShopSync for Shopify and click on it.

Further, click on the Manage Assignments button

Select Add Assignments option
 Tick mark the user’s checkbox you want to assign permission sets
Click on the Assign button to assign the permission sets.

Now In Quick Find type Order and then click on the Order settings
If the Order was not enabled, first you have to enable it by tick mark the check
box Enable Orders. You would not able to create and sync the Order and the
error would appear at the Shopify end.
The Feature of the Reduction Order is supported by the application so tick mark
Enable Reduction Orders. It would allow a user to reduce orders that are
activated. But it must be activated on both ends.

Create a Site in Salesforce ( To achieve a Real-time

Synchronization Feature)

Go To Setup Quick Find

Then search for Sites and click on the option Sites display in Quick Find
Scroll down to see Settings and from here click on Shopify
On the next page, click on the Public Access Settings button
Click on the View User Button then you are on the Shopify Profile page
Here, you have to open the user by clicking on the user name below

In the Users window, click on the option Permission Set Assignments

Now add permission sets to enable the permission set box and click on the Save
button to enable it.
When you have done with these changes, Go to the App menu, then search for
eShopSync for Shopify and then click on it to open.

Now, you will see the no store open window where you have to add your Shopify
store by clicking on the Add button.

When you are done with adding the store into Salesforce then your store will be
shown on this window.

Then the connector opens up and you can see tabs such as Configurations,
 Collections, Products, Warehouse, Customers, Orders, Opportunities, and Logs.

What is the Process to check Global Settings and Configure

the Shopify Store into Salesforce?

If you have added multiple stores then make a default store on which you are
working.
If you want to delete any store then click on the delete icon in front of the store.
Click on the Gear icon which is the Settings icon to open Global Settings.
In this, you can check the Webhook status, Log Settings, and Real-time
Transaction.
In Webhook Status, you must choose the Shop URL to check their Webhook
status.

Click on Log Settings and mention the number of days to save your shop logs.
Enable the Webhook toggle then select the shop URL.
After that, choose its objects and then click on the Save button.
General Settings
Click on the Edit option in front of your store to open the configuration of the
store.
Configuration Setup opens up on your screen and it shows you the General
setting tab.

Fields in General Settings are:-

 Shopify Shop URL- Provide the shop URL of Shopify that you want to connect
with Salesforce.
Shopify Access Token- You have to enter the token that is generated in the app
eShopSync for Shopify.
Bi-Directional Sync- Make sure that this option is enabled so that you can take
advantage of the bi-directional sync functionality.
Salesforce Currency- For multilingual currency connect with the eShopSync
consultant team.
Salesforce Price book- You have to select the price book that is used for
opportunity and order sync.
TimeZone- Choose the timezone for the map data fields of Shopify.
Salesforce Site URL- Select the Salesforce Site URL for the real-time sync and
then choose from the options below which you want to sync on a real-time basis.
Enable the toggle for options whose data you want to sync on a real-time basis.
The toggle options are:-
Real-time Collection Sync
Real-time Product Sync
Real-time SMS Marketing Consent Sync
Real-time Location/Inventory Level Sync
Real-time Order Sync
Real-time Abandoned Checkout Sync
Real-time Draft Order Sync

When you are done then click on the Save button to save these settings.
Object Settings
In the Object settings, there is an option to Variant a product by enabling its feature. All
the variants under the Products in Shopify would synchronize as a specific product at
the Salesforce end. It is the 2nd tab in Configuration Setup. Click on it to configure its
settings.
Variant Synchronized as a Product.
Note: Variants Would Synchronize as a product to Salesforce end then you are
not able to change it until you have deleted all the Shopify Products from the
Salesforce end and vice-versa.
Some fields in Object Settings are as follows:-
Variants as Product- Once you sync Variants as Products then you are not
able to remove it until you delete the store and then add it again. Vice-a-
versa.
Update Account- Tickmark the checkbox if you want to update your account
whenever Shopify orders are synced.
Update Contact- Shopify customers sync as Contacts into Salesforce. Enable
it to update your contact whenever a Shopify customer syncs.
Disable Record Type conversion- To disable record Type conversion
account or contact then tickmark the checkbox.
Sync Inventory Locations and Levels- Enable if you like to sync levels and
locations of inventory.
Sync Product Images- It takes most of the salesforce resources to sync
images. Your Shopify product images got synced into Notes and Attachments
of products in Salesforce.
Sync Product Inventory Item Data- If you want to sync data such as
country HS code then enable this option.
Order- Choose the option for what you want to create in Salesforce.

Enable Draft Order- Select the option for the draft orders that you want to
create to put your Shopify draft orders in Salesforce.

Customers with No Orders- Select the option for these types of customers,
and what kind of category you want to create in Salesforce.
Enable Abandoned Checkout- Select the option for the kind of checkout
you want for Abandoned checkout.
Export Settings

Bidirectional Sync of Abandoned checkouts- If you want to create

new draft order of abandoned checkout then enable this option.
Export Product Attachment(Images) to Shopify- If you want to
export Product Attachment(Images) to Shopify as Product media then
enable this option.
Check Product Status Before Export- Enable it to check the status of
the product before exporting.

Order Status- Select status for the activated category of Salesforce order on
the basis of Shopify Order and Fulfillment status.
Opportunity Stage- Choose the Stage name for creating the opportunity for
the Shopify order into Salesforce CRM.
When you are done with all these settings then click on the button Save and Proceed.
Field Mapping
You can Map the standard fields of Shopify to the Salesforce end with the compatible
data type. In other words, to sync data in the correct format you are required to map
the fields accordingly. This syncs Shopify field data to the Salesforce field properly
without any problem.

The fields that you have to map are as follows:-

Customer Default Field Mapping
Account Field Mapping
Contact Field Mapping
Product Field Mapping
Product Variant Field Mapping
Order Field Mapping
Order Graphql Field Mapping
Order Product Field Mapping
Opportunity Field Mapping
Opportunity Graphql Field Mapping
Opportunity Product Field Mapping
Customer Settings
Order Settings
Opportunity Settings
Draft Opportunity Settings
Price Calculation Settings.
After that, click on the Save & Proceed button.

Custom Field Mapping

In this, mention the custom field name of Shopify and then choose the field from
Salesforce to map the custom meta fields properly. This helps to sync the data
properly without having any issues.

There are the following fields that you have to map in Custom Field Mapping:-
Account Metafields Field Mapping
Contact Metafields Field Mapping
Product Metafields Field Mapping
Order Metafields Field Mapping
Order Custom Field Mapping
Order Product Custom Field Mapping
Opportunity Metafields Field Mapping
Opportunity Custom Field Mapping
Opportunity Product Custom Field Mapping
After that, click on the Save & Proceed button.

Record Type Mapping

In this, choose your record type mapping to Shopify.

For record type mapping you have to fill these fields that are listed here:-
Account Record Type
 Contact Record Type
Order Record Type
Opportunity Record Type
Draft Order Record Type
Draft Opportunity Record Type
After that, click on the Save & Proceed button.

Matching Criteria
In this, you can Compare the Records and detects duplicates. With the help of
matching criteria, we can look for duplicates among records with the same match key.
It defines how closely the new or edited field matches the same field on an existing
record.

The fields you have to match under matching criteria are as follows:-
Account Matching Criteria
Contact Matching Criteria
Product Matching Criteria
Lead Matching Criteria.
The matching criteria are done by using operators such as:-
Equals
Contains
Start with
End with.
This completes the installation and setup process of the connector. Now, you may
proceed to sync Collections, Products, Customers, and Orders.

Note: By default, the basic functionality of syncing Shopify to Salesforce can enhance
all the Products, Orders, Customers, Collections, and other functionality that would
come with the additional customized features.

Synchronization Process

In the Synchronization process, there are types of synchronizations that can be done to
sync collections, products, orders, customers, warehouses, opportunities, and logs. The
types of synchronization are as follows:-
1. Default Store- Select the store whenever you do a manual sync to import your data
from Shopify to Salesforce. When there is a new record in Salesforce and you want to
export it to Shopify then also you have to choose the default Shopify store in which
you want to sync your data.
2. Mass Import- You can import all your data that is shown on your screen in one go by
clicking on the mass import button that is on the right side of the Conditional Sync
toggle button.
3. Conditional Sync- This is a sync that you can do on basis of different conditions that
can be done in everything except the warehouse and Logs. The options in conditional
sync are as follows:-
1. Update After- You can sync products, customers, warehouses, orders,
collections, and opportunities that are updated after the date that you have
mentioned.
2. Update Before- You can sync products, customers, warehouses, orders,
collections, and opportunities that are updated before the date that you have
mentioned.
1. If you have entered the dates in both fields of “Update After” and “Update
Before” then the data got synced that lies in between these dates.
3. Published After- You can sync products, customers, warehouses, orders,
collections, and opportunities that are published after the date that you have
mentioned.
4. Published Before- You can sync products, customers, warehouses, orders,
collections, and opportunities that are published before the date that you have
mentioned.
1. If you have entered the dates in both fields of “Published After” and
“Published Before” then the data got synced that lies in between these
dates.
5. Since ID- If you mention the Since ID then it syncs all the data that is shown after
that ID. The Since ID is mentioned at the last of the product URL.
6. Shopify ID- Every record in Shopify has a unique ID. So if you know that ID then
you can mention it to sync the data accordingly.
In Orders and Opportunities, there are 2 types of entities that are “Order” and “Draft
Order”.From this, you have to choose anyone and then provide the required information
for conditional sync.
The options for Sync Orders and Sync Opportunities are listed here:-

1. Update After- You can sync products, customers, orders, collections, and
opportunities that are updated after the date that you have mentioned.
2. Update Before- You can sync products, customers, orders, collections, and
opportunities that are updated before the date that you have mentioned.
1. If you have entered the dates in both fields of “Update After” and “Update
Before” then the data got synced that lies in between these dates.
3. Processed After- You can sync orders and opportunities that are processed
after the date that you have mentioned.
4. Processed Before- You can sync orders and opportunities that are processed
before the date that you have mentioned.
1. If you have entered the dates in both fields of “Processed After” and
“Processed Before” then the data got synced that lies in between these
dates.
5. Status- This field is common for both entities. In this, you have to choose the
option from the drop-down list that the status of an order must be open, closed,
canceled, or any.
6. Financial Status- This field is only in the Order entity. In this, you have to
choose the option from the drop-down list that the financial status of the order
must be paid, unpaid, authorized, refunded, etc to sync the data.
7. Fulfillment Status- This field is only in the Order entity. In this, you have to
choose the option from the drop-down list that the fulfillment status the of
order must be Shipped Parcel, unshipped, or any to sync the data.
8. Since ID- If you mention the SInce ID then it syncs all the data that is shown after
that ID. The Since ID is mentioned at the last of the product URL.
9. Shopify ID- Every record in Shopify has a unique ID. So if you know that ID then
you can mention it to sync the data accordingly.

Sync Abandoned Cart

Click on the option Sync Abandoned cart to sync all the abandoned cart orders into your
account. When the sync is completed it shows a message on your screen.
Sync Draft Orders
Click on the Sync Draft orders option and it processes the synchronizations and shows a
completed message on your screen when done.

What are the actions that you can perform?

The common actions are as follows:-

1. View- Click on the View icon to see the specific record at Shopify end with details.
2. Delete- Click on the Delete icon to delete that particular record.
3. Import- Click on the Import icon to do a specific import or updated the record.
4. Export- Click on the Export icon to export or synced that particular record.
In Warehouse and Products section, you got the action of inventory level sync. So the detail
of all the actions are as follows:-
1. View- Click on the View icon to see the specific record at Shopify end with details.
2. Delete- Click on the Delete icon to delete that particular record.
3. Import- Click on the Import icon to do a specific import or updated the record.
4. Inventory Sync- Click on the inventory sync icon to sync your level of inventory of
that particular Warehouse or product.

How to Create Quick Action at Salesforce end?

Quick Actions can be custom and easily created by users in Salesforce which help users to
simplify their workflow. With this, users can save time to access the information in an
easier manner. You can create quick actions for Shopify entities and Salesforce pages as
well.

For Shopify entities, you can create only entity-specific quick actions that are mentioned
here:-
Product- Import, Export, Inventory management
Account- Import, Export
Contact- Import, Export
Order- Import, Export, Order fulfillment, Order Refund
Opportunity- Import, Export, Order fulfillment

The processes to create Quick Action buttons are as follows:-

On Salesforce Dashboard, click on Object Manager
Choose any Object in which you want to create the Quick Action
Then from the left navigation panel, click on the Buttons, Links, and Actions option
Click on the New Action that is on the top right side of the screen
Enter the Action Information:-
Action Type- Lightning Component
Lightning Component- Select the lightning component
 Label- Type name of Action
Then click on the Save button
Again, click on Object Manager
Then choose the Same object you choose before
Click on Page Layout from the left navigation panel.
Select the Page layout according to your business on which you want to create the
Quick Action
Now choose option Mobile and Lightning Actions option
Drag and drop your quick action button in the Salesforce Mobile and Lightning
Experience Actions
Click the Save button from the top left side of the Account Layout window.

What are the fields available to filter the data?

You can apply the filter to see the specific data. For this, you have to provide the
information of some required fields to filter the sync data. These fields may differ from
option to option of the navigation panel.

Here is the list of options that you get in Filter:-

Common fields:-
1. Shop URL- Choose the store URL on which you are working and you want to
filter its data.
2. Org Type- Choose the option from which Org you want to display the data.
3. Field Name- Choose the fields for which field(s) you want to filter data. You can
choose multiple fields.

Fields are selective as per the data you are synchronizing.

1. Collection Type- Choose the collection type so it filters and shows all the data
related to that collection type. This field is available in Collection Sync only.
2. Price Book- If you have any price book then choose anyone so that you get filter
data according to it. this field is available only in Product Sync.
3. Order Type- Select order type to filter the data in Order Sync as this field relates
to this sync only.
Fields in the Shopify Logs filter are as follows:-
 1. Shop URL- Choose the store URL on which you are working and you want to
filter its data.
2. Field Name- Choose the fields for which field(s) you want to filter data. You can
choose multiple fields.
3. Action- Select the action that is updated, create, or all to filter data accordingly.
4. Sync Type- Click on the type of sync so that you can see the data on your screen
5. Status- Mention the record status to filter data accordingly.
6. Date- You want to filter data according to which date, select it.
7. Object- Mention an object by choosing it in the field to display that particular
object-related data.

What are the different kinds of Synchronization Processes

Sync Collections: It shows you all collections of products that you have made at
the Shopify end.

Sync Products: This shows all the sync products that you have listed in your
Shopify account with inventory levels.
Sync Warehouse: Here you are able to see all your synced locations of
warehouses with inventory levels.

Sync Customers: Syncs all Shopify customers as accounts and contacts into
Salesforce.

Sync Orders: Sync all the orders from Shopify to Salesforce with their Quantity,
date, and price. Now, you can handle the internal management process easier.
Sync Opportunities: Sync your leads that are in progress from Shopify to
Salesforce into opportunities so that you can easily track them.

Shopify Logs- It captures all the errors in the Shopify logs that users get while
synching and also capture the received Webhook.
 Support
1. To view all our applications in Appexchange, go to Webkul Appexchange Apps.
2. For any further queries, Click To Create a Ticket

Read More: https://eshopsync.com/salesforce-marketing-cloud-shopify-connector-

installation-and-setup/

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Shashi Dhar
Reddy Could not find client cert with dev name:
Junna ‘Shopify’:Class.wk_shopify.adminconfiguration.saveConfigData: line
386, column 1
5 years ago
Getting this error and cannot move forward from Config part

Vivek
Gupta You have not configured Self-signed Certificate. Please follow
the below step & check again.
5 years ago 1)From Setup, enter Certificate and Key Management in the
Quick Find box, then select Certificate and Key Management.
2) Select Create Self-Signed Certificate.
3) Add label & Unique name “Shopify” & Save.

Shiran
I have done set the setup on a test configuration for a client and it
4 years ago seems working fine

Further questions;
1. How can I automate/schedule the sync? There is no option for
that.
2. The app doesn’t support syncing on inventory to Salesforce. Will
that something planned for a future release?

Atul Singh
Hi Shiran,
4 years ago For sync automation, we have real-time functionality already
available in our application, so there is no need to do any extra
work.
Regarding the inventory support, We have not planned this to
implement in the near future. If you need you can request a
customised version by contacting us at: [email protected]

Eric Housh
Hello – is inventory sync to Salesforce currently supported?
2 years ago

Amarpreet
Hello Eric Housh
2 weeks
ago Yes, it supports inventory sync from Shopify to Salesforce.

For more detail discussion please generate a ticket at

 [email protected]

Thank You.

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