How to connect Shopify and Salesforce

As eCommerce takes off and there is even a greater need to integrate your data with your store and CRM.   It’s estimated that there will be 2.05 billion global digital buyers in 2020 and this year e-Commerce sales are expected to account for 15.5 percent of retail sales worldwide. 

Shopify is among the most powerful e-commerce tools and combined with Salesforce can be extremely powerful. 

In order to integrate Shopify and Salesforce, there are few things that need to be considered. You will need to decide how the Shopify Orders will get reflected in Salesforce.

There are two ways to do this based on what Salesforce license you have. 

1. You can create a Shopify Orders into Salesforce Orders

2. Shopify Orders to Salesforce Opportunities.

We will walk through each use case and see how we can integrate Shopify and Salesforce.

The integration will be in near real-time. 

Integration Shopify and Salesforce is easy and can be implemented within a few hours. 

Pandaflow allows a very customizable integration. 

Installation and Setup

How to Integrate Shopify Orders and Salesforce Orders.

  1. Signup at Pandaflow
  2. Connect Shopify 
  3. Connect Salesforce - The connected user must have permission to modify Orders, Contacts, Accounts and Products, Pricebook, etc

Once both Shopify and Salesforce are connected, we can start creating a workflow.

Instead of starting from scratch, we can start with a pre-created Pandaflow template that will save you a ton of time.

1. Trigger the Shopify Event to Salesforce once the Orders are Paid in Shopify

We will be using a Connector Event in this case and use Orders/Paid Event

2. Check Account/Contact exist in Salesforce

Once the Order is Paid in Shopify, we want to Check few things before we add the Order in Salesforce. We will use the email and make sure if the Account or Contact already exists in Shopify.

If they exists we will reuse them and if they do not exist we will create them as new Contact.

3.Validate the products exists in Salesforce in the PriceBook and if not create it

We want to make sure that products and prices exist in Salesforce. We want to check if it already exists and matches the SKU and if the products doesn't exist we will go ahead and create them during the Order process

4. Create Opportunity from Shopify Order and Update Shopify

Here is where we create the Opportunity in Salesforce and add all the lines items , taxes and Shipping details. Once the Opportunity is successfully create we update the Shopify with Salesforce Opportunity ID.