People, Planet, and Perfect Integration of Sustainable Surf

Sustainable Surf is on a mission to heal the ocean through climate-positive projects like planting sea trees and making climate-friendly surfboards. Their online store is more than just a shop; it acts as a bridge between the surf culture and the real-world environmental impact.

But as their influence grows, so do the complexities of their data management. It became a time-consuming task for their team to track their data in both Shopify and Salesforce.

It was time to align their tech with their mission.

The Integration Challenges of Sustainable Surf

Sustainable Surf required their e-commerce system to integrate seamlessly with Salesforce, their primary CRM. They wanted to sync the product to the inventory location based on the product family picklist field at the Salesforce end.

But their main problem was that Shopify and Salesforce were not speaking the same language. Their team wanted the data to move smoothly and in real-time without needing to monitor it.

Sustainable Surf faced four key challenges:

• Selective Product Syncing: Not all Salesforce products need to show up on Shopify. Only certain products, marked with a special field, were relevant for their store.
• Dynamic Inventory Locations: Each product was required to be connected to a specific Shopify inventory location based on a picklist field (Product Family).
• Tax & Shipping Rules: Different types of products require different tax and shipping settings. Biodiversity credits don’t need shipping or tax, but physical goods do. Managing these exceptions manually was time-consuming and error-prone.
• Order Filtering: Sustainable Surf only wanted to sync Shopify orders that contained products from the Biodiversity Credits product family.

A Vision for Smarter Systems That Support the Mission

Sustainable Surf outlined a clear vision for what they needed:

• Sync Salesforce products to Shopify only when needed.
• Automatically assign Shopify inventory locations based on product family.
• Apply correct tax and shipping rules without manual input.
• Bring only the right orders with product having a specific product family into Salesforce.
• Map Shopify product titles to a custom field in Salesforce—without changing their core product names.

Automation, accuracy, and clarity were the need of the hour without compromising their team’s core mission.

Finding the Right Integration Partner: Webkul

Sustainable Surf chose Webkul to bring this vision to life. They wanted a partner who has experience in solving complex Shopify-Salesforce use cases.

The Webkul team worked closely with Sustainable Surf to fully understand their data flows, business logic, and mission-driven needs.

How Webkul Built a Custom Fit for Sustainable Surf

This wasn’t just an integration solution. Webkul delivered tailored updates to their Shopify Salesforce Connector to meet every requirement:

• Real-Time Product Sync with Filters: Only products with Product_Export__c = TRUE are sent to Shopify. This ensures clean, relevant listings.
• Inventory Mapping: Based on the Product Family field in Salesforce, each product automatically links to the correct Shopify inventory location.
• Tax and Shipping Logic Built In: Webkul has added logic that assigns the correct tax and shipping settings based on product type, eliminating the need for manual configuration for each item.
• Filtered Order Syncing: Orders are synced as Opportunities only if they include the product family of Biodiversity Credits. Even in mixed carts, irrelevant items are ignored, keeping Salesforce clean and focused.
• Custom Title Mapping: Shopify Product Titles are mapped to a special field in Salesforce. This lets Sustainable Surf keep their internal naming untouched, while still aligning with their store presentation.

The Ripple Effect: A System That Supports the Planet

With Webkul’s integration in place, the organization experienced a smoother, smarter workflow:

• Product updates sync in real time—only when needed.
• Automatically tracks and updates inventory and product types.
• Orders arrive cleanly in Salesforce, without manual edits.
• Staff spend less time on data and more time on impact.
• Their store runs efficiently while staying aligned with their environmental goals.

Conclusion

For Sustainable Surf, technology isn’t just a tool—it’s part of their story. Their online shop fuels climate-positive projects. Every purchase counts, and every data point must be right.

With Webkul’s tailored Shopify Salesforce integration, they’ve built a system that scales their mission without scaling their workload.

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