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Shopify Salesforce Connector

Shopify Salesforce Connector

Shopify and Salesforce Integration is taking 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 platform with the concept of service first approach. With the help of this application, admin 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 awesome shopify store, You can get it from here: Create a shopify store

Features

  • Provides unified Salesforce platform to manage both e-Commerce and CRM data.
  • Multi-store oriented integration to enhance 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 single Salesforce CRM.
  • Synchronize e-Commerce data at 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 Products synchronization to manage Inventory effectively.
  • Customers synchronization as Accounts and Contacts at 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.

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

Features(Paid)

Installation at Shopify end

  • Install Salesforce Connector by eShopSync app in Shopify: Get it Now
  • Enter Shop Name. To get Shop Name: Login to Shopify Admin Account | Go to Settings | General | Copy Store Name

  • Paste into Shop name box on Salesforce Connector by eShopSync app installation page then click install. 

  • Proceed with installation by logging to Shopify admin account ( if you are logged out). Click Install unlisted app as shown below.
    • NOTE: Currently Shopify App review team is reviewing our application to get it listed soon. However, we are already having existing clients using our application at its best and looking forward to have it listed.

  • Upon successful installation, you will get page with Access token as shown below.

  • To verify app installation in Shopify. Go to Apps and you will find app installed successfully in the list.  Select Salesforce Connector by eShopSync

  • Copy Access Token required at Salesforce end to fill in Shopify Access Token for a successful connection.
  • Follow the steps guided under installation section to complete the installation procedure on Salesforce end. In case, you have already installed eShopSync For Shopify then proceed with setup and configuration steps mentioned below.

Installation & Setup at Salesforce end

Once you install eShopSync For Shopify from AppExchange. Go through the screenshots mentioned below to update the field accessibility.

  • Go to Setup | Customize | Accounts | Fields | Check Custom fields created by eShopSync for Shopify

  • Click on Field Label | View Field Accessibility | Next to System Admin, Click Hidden

  • Check Mark both boxes shown below

  • Follow same steps to update field accessibility for rest custom field created on Accounts, Contacts, Orders, Order Products, Products, Contracts.
  • Go to Setup | Customize | Contacts | Fields | Check Custom fields created by eShopSync for Shopifycontact field level security
  • Click on Field Label | View Field Accessibility | Next to System Admin, Click Hiddenfield level security
  • Check Mark both boxes shown belowcontact field level security
  • Go to Setup | Customize | Orders | Fields | Check Custom fields created by eShopSync for Shopifyorder field level securityorder field level security
  • Click on Field Label | View Field Accessibility | Next to System Admin, Click Hiddenorder system admin settings
  • Check Mark both boxes shown beloworder field level security
  • Now In Build| Customize|Order| Order settings if the Order is not enable first you have to enable it otherwise .You would not able to create and sync the Order and the error would appear at Shopify end.order settings
  • As the Feature of Reduction Order supported by the application So enable the reduction Orders It would allow a user to reduce orders that are activated.order settings
  • Go to Setup | Customize | Product | Fields | Check Custom fields created by eShopSync for Shopifyproduct field level
  • Click on Field Label | View Field Accessibility | Next to System Admin, Click Hiddenproduct settings
  • Check Mark both boxes shown belowproduct image url
  • Go to Setup | Customize |  Order Product | Fields | Check Custom fields created by eShopSync for Shopifyorder product settings
  • Click on Field Label | View Field Accessibility | Next to System Admin, Click Hiddenorder product field level security
  • Check Mark both boxes shown beloworder product settings
  • Go to Setup | Customize | Contract | Fields | Check Custom fields created by eShopSync for Shopifycontract field settings
  • Click on Field Label | View Field Accessibility | Next to System Admin, Click HiddenSystem admin settings
  • Check Mark both boxes shown belowcontract field level security
  • Now, Go to Setup | Security Controls | Certificate and Key Management | Click Self-Signed Certificate

  • Enter Label and Unique Name, then click Save.

  • Go to  Setup | Security Controls | Remote Site Settings | Click New Remote Site. Create New Remote Site for Shopify Store as explained in the screenshot below.

  • NOTE: For Shopify Store URL, provide .myshopify.com URL(eg: https://shop-name.myshopify.com ) automatically generated at the time of shop set-up.

  • Create one Remote Site for Salesforce as well. Copy Shopify Salesforce Connector Configuration URL by the following path.
    • From App Menu, click on eShopSync For Shopify
    • Click Shopify Salesforce Connector tab | Click Configuration and copy the URL as shown below.

  • Copy and paste the URL into Remote Site URL option as shown below.

  • Create one Remote Site for Salesforce Lightning as well. Please follow the steps below to add the Remote Site Settings in Lightning Version.

Create a Site in Salesforce ( To achieve Real-time Synchronization Feature)

  • Go To Setup | Develop | Sites | Click New
  • Enter Site Label, Name, Site Contact, Active Homepage (Opt any random template) then click Save.
  • Once Site is created, Click on Site Lable | Public Access Settings | Click Edit | Update Standard and Custom Object permission as shown below   shopify connector

 

  • On the same page, scroll to Enable Apex Class Access section | Click Edit and add all four Apex classes mentioned below.         

 

  • Update field accessibility as mentioned in the screenshot.

  • Copy the site URL created and paste into Salesforce Site URL in Configuration tab.

  • Suppose created Site URL is http://shopify-testingdomain.cs**.force.com/
    NOTE: Make sure to replace “http://” with “https://” and remove ‘/’ from the end of site URL
  • Once you are done with these changes, from the App menu drop-down, go to eShopSync for Shopify | Shopify Salesforce Connector | Configuration
  • Click on the “+” button and enter the Shopify Store URL, Shopify Access Token generated at Shopify end and select preferred Price book then Save it as shown below.
    • NOTE: For Shopify Store URL, provide .myshopify.com URL (eg: https://shop-name.myshopify.com ) automatically generated at the time of shop set-up.

  • 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.Variantproduct
  • Variant Syncronized as a Product
    Productvariant

Field mapping

Field Mapping:  You can Mapp the standard fields of Shopify to the Salesforce end with the compatible data type.

Note:  By default the basics functionality of Shopify sync to Salesforce. You can enhance all the Products, Orders, Customers, Collections and other functionality would come in the additional customized features.

In Matching criteria we 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 that how closely the new or edited field match the same field on an existing record.

This completes the installation and setup process of the connector. Now, you may proceed to sync Collections, Products, Customers and Orders.

Synchronization Process

  • Sync Collections:  Click on Sync Data to start importing data from Shopify as shown below.
  • Conditional Sync: With the help of Conditional sync you can fetch those particular record in which you have applied the specific condition. Instead of synchronize bunch of records you can get only those records which was falling under the criteria you have applied.
    As an example If you want to sync the collections which was created between the 3/5/2019 to 3/8/2019 . Only those collections would syncronize which was created during those particular dates.Conditional sync

 

  • Sync Products:  Click on Sync Data to start importing data from Shopify as shown below.
  • Enable the Conditional Sync Panel for the selective processes.conditional sync option
  • In Update after an Update before condition. The user can synchronize those products which were updated between these dates.Product page
  • In Published after and Published before condition. The user can synchronize those products which were Published between these dates.product sync
  • You can get the Since id from the Shopify Product UrlShopify site url
  • By entering the since id at the salesforce end you can synchronize all the Products which were Created, Edited or Updated after the specific product Id which you have mentioned.Sync Product Id

 

  • Sync Customers: Click on Sync Data to start importing data from Shopify as shown below.

  • Sync Orders:  Click on Sync Data to start importing data from Shopify as shown below.
  • Enable Conditional Sync on Orders for selective Processes.Order conditional sync
  • You can get the Since id from the Shopify  Order UrlSince order id
  • By entering the since id at the salesforce end you can synchronize all the Orders which were Created after the specific Order Id which you have mentioned.
  • If you want to synchronize the orders based on the financial and fulfillment Status then you can select it from the dropdown.Order Id

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Comments (2)

Please verify that you are not a robot.

Shashi Dhar Reddy Junna

6 months ago

Could not find client cert with dev name: ‘Shopify’:Class.wk_shopify.adminconfiguration.saveConfigData: line 386, column 1

Getting this error and cannot move forward from Config part

    Vivek Gupta

    4 months ago

    You have not configured Self-signed Certificate. Please follow the below step & check again.
    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.

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