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. 

You can create a Shopify Orders into Salesforce Orders or Salesforce Orders to Shopify 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 the 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 a ton of time.

1. We want to send the message to Salesforce once the Orders are Paid in Shopify

2. Before creating an order in Salesforce, check to make sure the Account exists for the customer go through the check if Account exists use it and if it doesn't exist create one and use that account

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

4. Create the order and update the MetaField with SalesforceID in Salesforce