Work breakdown structure

[softwaredev999]

Background /Capabilities:

Salesforce is a CRM platform focusing on sales, customer service, marketing automation, e-commerce analytics, and application development.

Shopify is a user-friendly e-commerce platform that helps small businesses create and manage online stores.

The Salesforce and Shopify integration offers the following capabilities:

• Inventory management system
• Data Import
• Real-time synchronization
• A single app to manage all eCommerce objects
• Easy field mapping

Inventory Management System:

• Helps manage inventory between Salesforce and Shopify easily.
• Makes sure inventory is tracked accurately on both platforms.
• Makes inventory management simpler for store owners, making things quicker.
• Makes sure inventory info is always up-to-date.

Real-time Synchronization of Records:

• Keeps data synced between Salesforce and Shopify for managing orders, inventory, and customers.
• When you change something in one place, it quickly changes in the other.
• Keeps all records in sync all the time, making things run smoothly.
• Gives businesses the latest info to make better decisions.

Data Import:

• Puts all old Salesforce data together with new Shopify data.
• Moves past Salesforce info to Shopify.
• Keeps all data up-to-date and in one place for easy access.
• Helps organize and find data quickly.

A Single, Comprehensive App to Manage all eCommerce Objects:

• Acts as a main place in Salesforce for handling all eCommerce stuff.
• Makes it easy to see and deal with products, orders, customers, and transactions.
• Makes managing eCommerce simple by putting everything in one app.
• Helps businesses do eCommerce tasks quicker in Salesforce.

Easy Field Mapping:

• Makes it simple to set up without needing to know how to code.
• Lets you easily change how data moves between Salesforce and Shopify.
• Helps link fields between Salesforce and Shopify quickly.
• Allows non-experts to customize data transfer without needing tech skills.
• Makes the integration flexible and easy to use by letting you adjust how data moves.

Install the 'Sync Made Easy" app in the Production Environment

1. Create and Log Into Accounts

• Create a Salesforce Developer Edition Account
  • Go to the Salesforce Developer Edition Signup Page
  • Follow the instructions to create an account
• Create an AppExchange account
  • Go to the Salesforce AppExchange signup page
  • Follow the instructions to create an account

2. Connect the Salesforce Account in AppExchange

• Log into AppExchange
  • Go to the Salesforce AppExchange login page
  • Log in using your AppExchange credentials
• Connect the Salesforce Account in AppExchange
  • Click on Settings in the AppExchange
  • Click on Connect an Account
  • Select Salesforce
  • Log into your Salesforce account using the credentials from step 1
  • Verify the connected account information
  • Log out and log back into AppExchange to apply the change.

3. Install the App in the Production Environment

• Log into AppExchange (if not already logged in)
  • Go to the Salesforce AppExchange login page
  • Log in using your AppExchange credentials
• Search and install the “Sync Made Easy“ app
  • Search for the “Sync Made Easy” app in the search bar
  • Click Get It Now
  • When prompted, choose Install In Production
• Confirm Installation Details
  • On the Confirm Installation Details page, check the box to agree to the terms.
  • Click Confirm and Install.
  • You will be redirected to the Salesforce login page.
  • Log in using your Salesforce credentials from step 1.
• Select Installation Options
  • Choose one of the following installation options:
    • Install for Admins Only
    • Install for All Users
    • Install for Specific Profiles
  • Click Install.
• Complete Installation
  • Wait for the installation to complete
  • Click Done
  • You should be taken to the Installed Packages page.

Solution(How)

Next steps (Finished line, Milestones, Permission, Access)

[softwaredev999]

Free technical support from the Sync Made Easy vendor is limited. Configuration details of the Sync Made Easy app cannot be viewed or edited in Salesforce. To test the real-time sync of accounts and customers from Shopify to Salesforce, I will have to start over with a new account since the existing configuration and mapping cannot be viewed or edited in Salesforce. I hope to have an update next Tuesday.

[softwaredev999]

I tried to connect the two platforms using a Shopify webhook. I made some progress, but customer information isn't syncing with Salesforce in step 5 below.

Step 1: Create a Custom Object to Integrate Shopify and Salesforce
Step 2: Create Apex REST API for Webhook
Step 3: Make the Apex REST API publicly accessible
Step 4: Configure the Webhook to Integrate Shopify and Salesforce
Step 5: Test the Integration - Failed

[softwaredev999]

From what I've found, for a Salesforce flow to work, the customer records need to be synced to Salesforce first. I will be creating a few test flows.

[softwaredev999]

Postman POST and GET requests from/to Shopify endpoints are working so far as part of some debugging.

[softwaredev999]

Because the integration between Salesforce and Shopify is not working, and I can make API requests to/from Shopify API endpoints via Postman, my next step is to troubleshoot connecting to the Shopify API from Salesforce. Therefore, I’ll explore the Apex class in Salesforce, which will help me troubleshoot the integration between the two platforms.

[softwaredev999]

I made progress on getting customer data from Shopify to Salesforce via Apex class. However, I am not yet able to sync customer names from Shopify. I got the same response when testing via Postman and via the Apex class. Based on what I have found, Shopify needs to approve the app. My next step is to do more research on why customer names are not being fetched from the Shopify Customers API.

[softwaredev999]

It takes about a good 10 minutes just to configure the integration. Currently, I can map orders and products to specific accounts. Unfortunately, the mapping is not working. For security purposes, Shopify may not release contact information. I have been working with Shopify about the Postman API request not retrieving customer information. They are still looking into it.

Syncing customers, orders, and products to a specific account works. Currently, I am not getting all the information from Shopify to Salesforce as expected. If the default field mapping worked, everything would be much easier. As it stands, I have had to spend time debugging the field mapping, and there are many fields on each end. Customer support is also limited.

I am still looking into it.