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Shopify Salesforce Commerce Cloud Connector

Shopify Salesforce Commerce Cloud Connector

Running two online stores on different platforms is tough. It’s stressful.

If you’re juggling between Salesforce Commerce Cloud and Shopify. You know the data gets messy, you repeat work, and customers get confused. It’s frustrating.

Our new Shopify Salesforce Commerce Cloud Connector fixes this. It syncs everything, your customers stay consistent, and products match up. The orders are correct, and the categories are organized.

It’s a huge relief. This connector makes things easy, boosts your efficiency, and gives customers a great experience.

In this way, you can focus on what matters most: growing your business.

Features of Shopify Salesforce Commerce Cloud Connector

  • Catalog Sync: Sync product catalogs between Salesforce Commerce Cloud (SFCC) and Shopify, so your data is always up to date.
  • Product Sync: Be consistent with your product. Keep product listings in sync between SFCC and Shopify.
  • Customer Sync: Sync customer data, so both platforms have the latest customer info.
  • Order Sync: Sync orders between SFCC and Shopify, so fulfillment is smooth.
  • Real-Time Sync: Get real-time updates on products, customers, and orders.
  • Pricebook: Choose your default pricebook at SFCC and map it to Shopify Markets so pricing is consistent across platforms.
  • Inventory: Map SFCC inventories to Shopify inventories by location so stock is managed and available.
  • Attributes: Map SFCC product attributes to Shopify product fields for flexible product setup.
  • Picklist Value: Match SFCC Product Picklist Attributes to Shopify Product Picklist Attributes. In this way, product variations will be accurate.
  • Records: View synced, unsynced, and errored records with search sort and filter options.

 

Pre-requisites of Installation

  • Node version 12. x.x is required to install the application successfully.
  • Keep the “app_storefront_base” cartridge in the root directory of the project.

 

Installation of Shopify Salesforce Commerce Cloud at Salesforce

The installation of the connector involves two steps.

  1. Salesforce Commerce Cloud Cartridge setup
  2. Site Import for metadata
  3. OCAPI Permission

We will explain all three steps comprehensively so that you can follow the process on your own.

1. Salesforce Commerce Cloud Cartridge Setup

First, you need to upload the cartridge to the Salesforce Commerce Cloud instance. For that-

  • Go to the root directory of the project.
  • Run the ./install.sh command to upload the cartridges to the instance and make sure that the node version is 12. x.x.

shopify salesforce commerce cloud connector

  • Enter the details of the Hostname, Username, WebDAV key, and Version one by one as shown in the image below.

shopify salesforce commerce cloud connector

  • The Success message will be shown in the terminal.

commerce cloud setup

Now, add the cartridge to the cartridge and the business manager path.

Add the “eshopsync_sfcc_shopify_connector_site” cartridge to the cartridge path of the respective site. (recommended to add in the beginning) Configure Cartridge Path

Follow the steps below to add a cartridge.

Click on the Administration and under the Site section, open Manage Sites.

Important Note: Salesforce has added a new user interface on Commerce Cloud. You can change it by going to Profile Icon > Preferences > Select Preferred UI Style.

For the New UI Style, you can change it to ‘Modern’ and ‘Classic’ for the Old UI Style. The Screenshots are taken in both Classic and Modern UI styles. Refer to the captions below the images.

shopify salesforce commerce cloud connector
Classic View
shopify commerce cloud site
Modern View

Choose your preferred storefront site from the site list.

select site

Then, shift the tab from the General to Settings.

salesforce commerce cloud setting tab
Classic View
site settings
Modern View

Now, paste the cartridge “eshopsync_sfcc_shopify_connector_site” at the beginning, put a separator (:) between them, and click on the Save button.

upload cartridge
Classic View
site cartridge upload
Modern View

Paste another cartridge in the Business Manager. For that, click on the Back to List button below.

Then, click on Business Manager.

business manager
Classic View
business manager
Modern View

Paste the cartridge (eshopsync_sfcc_shopify_connector) in the last separated by (:). Then, click on Apply to save changes.

salesforce business manager cartridge
Classic View
commercecloud-lastcart-m
Modern View

 

2. Site Import for Metadata

Upload the metadata file, saved in the root directory of the application named “wkSFCCShopifyConnectorMetaData.zip”

Click on the site import and export under the Administration option.

shopify salesforce commerce cloud connector
Classic View
commerce cloud site development
Modern View

Choose the metadata zip file and upload it.

commerce cloud meta data
Classic View
site development select zip
Modern View

Select the uploaded metadata zip and click on import.

commerce cloud meta data
Classic View
commerce cloud meta importzip
Classic View
import zip
Modern View

Further, you need to change the Execution Scope of the Jobs.

1. For that, click Jobs under the Administration option.

salesforce commerce cloud jobs
Classic View
operations
Modern View

2. Click on WK_OrderRealTimeBGExport job

shopify salesforce commerce cloud connector
Classic View
operations jobs
Modern View

3. Go to Job Steps

commerce cloud job step
Classic View
job steps
Modern View

4. Click on the Scope section, select any site, and then click Assign.

commerce cloud operation scope
Classic View
scope section
Modern View

 

commerce cloud assignsite
Classic View
assign site
Modern View

5. Similarly, change the Execution step of other jobs as well. (Refer to image under step 2).

3. OCAPI Permission

OCAPI permission is needed for the connector to work.

Click the Open Commerce API settings under the Administration option.

commerce cloud ocapi settings
Classic View
open commerce api
Modern View

Save the below resource as the resource value in the Shop API first, and then save it.

{
  "_v": "23.2",
  "clients": [
    {
      "client_id": "Enter Client ID here",
      "allowed_origins": [],
      "resources": [
           {
                  "resource_id": "/order_search",
                  "methods": ["post"],
                  "read_attributes": "(**)",
                  "write_attributes": "(**)"
            }
       ]
    }
  ]
}
commerce cloud ocapi shop
Classic View
ocapi shop
Modern View

Now switch to the Data API by selecting the Data option from the dropdown (refer to the last image, clicking Shop will open the other options.)

commerce cloud ocapi
Classic View
ocapi data
Modern View

Download and add the resources to the Data API as the resource value and save it.

Click here to download the file.

How to Set Up and Make the Connector Visible

Make the connector visible on the instance. Click on Administration, and under the organization option, go to Roles and Permissions.

shopify salesforce commerce cloud connector
Classic View
commerce cloud organization
Modern View

Open Administrator

commerce cloud administrator
Classic View
open administrator
Modern View

Shift the tab to Business Manager Modules.

commerce cloud business manager
Classic View
business manager modules
Modern View

Select the Organisation Context when prompted.

commerce cloud select context
Classic View
commerce cloud organizations
Modern View

Check all highlighted checkboxes under Shopify Salesforce Commerce Cloud Connector and save it.

shopify salesforce commerce cloud connector
Classic View
read and write permission
Modern View

Finally, the SFCC-Shopify Connector will be visible on the Administration page.

shopify salesforce commerce cloud connector
Classic View
shopify salesforce commerce cloud connector
Classic View
ssfcc
Modern View

Furthermore, save the configuration by following these steps.

  • Go to the Configuration Page of the Connector
  • Enter the values as per your instance and save it.
connector ocapi config
Classic View
ssfcc configuration
Modern View
  • The view below will be rendered when you click on Shopify Config.
shopify config
Classic View
choose site
Modern View

Finally, the setup of the application is done from the SFCC end.

Shopify Application Installation and Setup

First, you need to install the Salesforce B2C Integration Application in the Shopify Store.

  • After successful installation, you’ll be redirected to the subscription page.
  • Here, click on Choose Plan and select from the available plans that are suitable for your requirements.
  • Now, go to the Dashboard option (the first option in the left-side menu bar).

Salesforce B2C Integration dashboard

  • Further, click on Configuration to connect your store to the SFCC instance.
  • Enter the configuration details and click save. A message will show that ‘license key not verified’. 

Salesforce B2C configuration

  • To verify the license key, go to the Shopify Commerce Cloud Connector instance and under Shopify Config. Add your license key there and verify it.

Note: To get the license key, email us at [email protected].

verify license key
Modern View
  • After verifying from the Commerce Cloud end, go to the Shopify application dashboard.
  • Select the preferred SFCC site to connect to the Shopify store. You can view a successful established connection.

license key verified

 

Shopify End

Salesforce B2C Integration dashboard

Workflow of Shopify Salesforce Commerce Cloud Connector

After completing the installation process successfully, you can sync your data to the Shopify store.

So let’s dive into the process.

Go to your Shopify store, open the SFCC connector, then click on the Product option in the Navigation panel.

You can sync products from the Salesforce B2C commerce cloud to your Shopify store from here.

products sync

Similarly, you can sync your customer from the Salesforce Commerce Cloud to Shopify.

The application gives you various options to sync your data seamlessly. You can see this in the image below.

sync customers

Finally, in the orders section, sync your order-related data to your Shopify store.

orders sync

Workflow of the Application on the Salesforce Commerce Cloud End

Remember the dashboard after installing the application on the SFCC. For syncing your SFCC store data, go to the application dashboard again.

Open Administration, then click on the Shopify Salesforce Commerce Cloud Connector.

shopify salesforce commerce cloud connector
Classic View
shopify connector
Modern View

Here, you can sync data by Category, Customer, Product, and Order. We will explore each section one by one.

Open Category to sync the categories in the Salesforce B2C Commerce Cloud to the Shopify collection.

saleforce commerce cloud category
Classic View
shopify connector category
Modern View

Next, click on the customer section to sync all the customer-related data to Shopify.

Note: Remember to refer to the image for more information on the various features to sync your data.

saleforce commerce cloud customers
Classic View
shopify connector customer
Modern View

In the Mapping section, you can map the price books, Inventory, product attributes, product picklist values, and customer details.

All these Salesforce fields can be mapped to Shopify fields for a seamless sync process.

saleforce commerce cloud mappings
Classic View
pricebook mapping
Modern View

Further, sync Salesforce B2C Commerce Cloud products to the Shopify store by clicking on the Product option. This will help in keeping the consistency of the products.

saleforce commerce cloud products
Classic View
shopify connector products
Modern View

Lastly, sync Salesforce Commerce Cloud orders data with Shopify with the help of the order section.

salesforce commerce cloud orders
Classic View
shopify connector orders
Modern View

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