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 and CRM 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 :

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 fulfillment orders	write_merchant_managed_ fulfillment_orders	read_merchant_managed_ 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 orders	write_third_party_fulfillment_orders	read_third_party_fulfillment_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:-

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.
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.
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:-

View- Click on the View icon to see the specific record at Shopify end with details.
Delete- Click on the Delete icon to delete that particular record.
Import- Click on the Import icon to do a specific import or updated the record.
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:-

View- Click on the View icon to see the specific record at Shopify end with details.
Delete- Click on the Delete icon to delete that particular record.
Import- Click on the Import icon to do a specific import or updated the record.
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

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

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