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    Salesforce Connector for Shopify

    Salesforce Connector for Shopify: 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. Salesforce Connector for Shopify 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 AppExchange:  eShopSync For Shopify

    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

    Features

    How to Configure

    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

    Salesforce shopify connector

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

    shopify salesforce connector

    • 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 having it listed.

    shopify store screenshot

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

    installation

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

    salesforce connector overview

    • Copy Access Token required at Salesforce end to fill in Shopify Access Token for a successful connection.
    • Follow the steps guided under the installation section to complete the installation procedure on the 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

    public access settings

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

    permission sets in salesforce

    • Check Mark both boxes shown below

    shopify salesforce connector

    • Follow the same steps to update field accessibility for rest custom field created on Accounts, Contacts, Orders, Order Products, Products, Contracts.
    • Now, Go to Setup | Security Controls | Certificate and Key Management | Click Self-Signed Certificate

    certificate and key management

    • Enter Label and Unique Name, then click Save.

    certificates

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

    All remote site

    remote site edit

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

    configuration

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

    remote site settings

    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 belowpublicsettings-1
    • On the same page, scroll to Enable Apex Class Access section | Click Edit and add all four Apex classes mentioned below.shopify blog
    • Update field accessibility as mentioned in the screenshot.fieldlevel
    • Copy the site URL created and paste into Salesforce Site URL in the Configuration tab.

    site settings

    • 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 | Salesforce Connector | Configuration
    • Enter the Shopify Store URL, Shopify Access Token generated at Shopify end and select preferred Price book then Save it as shown below.

    configuration settings

    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.

    collections

    collection sync

    collections sync

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

    products sync

    products sync

    customers sync

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

    sync process

    customers sync

    customers sync

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

    order sync

    orders sync

    orders sync

    Support

    . . .
    Discuss on Helpdesk

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