Shopify Salesforce Integration

Salesforce Integration with Shopify

ZOFELA has created a powerful Shopify connector that tightly integrates with Salesforce ERP systems. Many growing B2B and B2C businesses face the challenge of duplicate data entry. To solve this challenge for businesses using Salesforce in China, ZOFELA can integrate these two systems to provide real-time and accurate visibility for business owners.

Shopify to Salesforce Data Integration Points

Our end-to-end Shopify Salesforce integration solution enables you to connect Salesforce to Shopify so sales orders, inventory levels, shipping, customer information and more can move seamlessly between systems, without costly mistakes. Now you can drive your business to new heights with a fully integrated eCommerce solution to empower your multichannel aspirations.

Customer Integration

Unregistered guests, registered users, business accounts, dealers, resellers, partners, names and multiple addresses are all integrated from Salesforce to Shopify and Shopify to Salesforce.

Product Integration

Products, dimensions, weight and custom attributes integration from Salesforce to Shopify.

Price List Integration

Price levels, customer groups and customer tiers from Salesforce to Shopify.

Product Prices Integration

Multiple product prices by price lists from Salesforce to Shopify.

Inventory/Stock Integration

In-stock/out-of-stock indicators from Salesforce to Shopify.

Sales Order & Invoice Integration

Sales order header, ship-to/bill-to addresses, line items, quantities, unit prices, extended prices, tax amount, discounts, shipping & handling, total amount and shipping instructions from Shopify to Salesforce.

Marketing Integration

Opt-in/opt-out preferences for marketing communications-email, direct mail, newsletters, etc.

Multi-Store, Multi-Warehouse, Multi-Currency Capability

Enjoy integration across multiple stores, warehouses and currencies with Salesforce online.

Key Benefits of Our Shopify Salesforce Integration

Liberate valuable resources

Focus your resources on other high priority work, instead of tedious manual data entry to your website and ERP. Our Shopify and Salesforce integration helps you automatically schedule and process without human intervention.

Eliminate manual and duplicate entry

Bi-directional integration between Salesforce and Shopify eCommerce helps you eliminate manual and duplicate data entry.

Improve operational efficiency

In addition to the above benefits, your business can benefit in other ways, such as improved trading partner relationships and better efficiencies in supply chain management.

Dramatically improve speed

Our Salesforce integration with Shopify can give your company a healthy competitive advantage by improving speed. Once you receive data from Shopify, it is immediately ready for use with other internal applications such as your customer relationship management system (CRM).

Looking to Integrate your eCommerce store?
We can help you

ZOFELA can help you rapidly integrate your systems and processes throughout the customer lifecycle, ensuring your customer experience is perfectly choreographed from lead to revenue and from order to fulfillment.

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Our Shopify to Salesforce Integration Process

ZOFELA’s comprehensive ERP and CRM software integration solutions include all popular accounting and eCommerce tools.

Brand
Differentiation

Every brand wants to be different. You need to stand out to customers in a cluttered market – and compel them to buy from you and not your competitor. We start your Salesforce integration Shopify web design project by understanding your business, your strategy and your competitors. This strategy help sets the creative direction for the website and positions you for long term success.

Review existing strategy
Research users & competitors
Use consulting tools to create a value proposition
Develop a digital marketing strategy
Translate strategy into creative design to support business outcomes

Outputs include:

Strategy Curve
Value Proposition
Digital Marketing Strategy

Customer
Engagement

We invest the time to thoroughly understand your customer, their pain points and their journey with your business. We map out customer journeys and consider the necessary content, functionality and touchpoints that will maximise engagement and conversion to enquiry and sale.

Map personas and customer/user journeys
Articulate user & business goals for the website to attain
Use customer insights to develop a blueprint for engaging experiences
Co-create engaging content & functionality
Perform ongoing content optimisation

Outputs include:

Persona map/s
Customer journey/s
Content Brief/s
Website Wireframes

UX & User Interface
Design

Our creative team is experienced in making the complex simple. We strive to perfectly place every button, graphic and piece of information on screen for customer satisfaction. We understand shifting your customers from phone to digital can be challenging, which is why we go the extra mile to create interfaces that are as intuitive as they are aesthetically pleasing.

Map different pages to the navigation
Build the user journey
Build site architecture
Complete content mapping & keyword mapping

Outcomes:

Magento Site architecture
Website Layouts
Content Structure
Lead & funnel workflow

Shopify Web Design

Our main goal with Shopify web design is to give you a platform where you have the freedom to do and manage things your way. Every project has different needs and requirements, and instead of packing a system with options and buttons that may not be relevant for you, we keep things simple.

Design and test using a mobile-first Shopify web design approach
Create and test responsive Shopify web design
Integrate with Shopify CMS
Develop eye-catching animations
Display moving images
Design attention grabbing headings
Create lead capture forms

Outcome:

Fully tested responsive Shopify website design
Google Analytics integration
Content management system
Lead enquiry storage & integration

Shopify to Salesforce Integration

Our Salesforce to Shopify integration uses true entity level mapping between the two systems.

Customer Integration: Unregistered guests, registered users, business accounts, dealers, resellers, partners, names and multiple addresses are integrated from Salesforce to Shopify and Shopify to Salesforce.
Product Integration: Products, dimensions, weights and custom attributes integration from Salesforce to Shopify.
Price List Integration: Price levels, customer groups and customer tiers from Salesforce to Shopify.
Product Prices Integration: Multiple product prices by price lists from Salesforce to Shopify.
Inventory/Stock Integration: In-stock/out-of-stock indicators from Salesforce to Shopify.
Sales Order Integration: Sales order header, ship-to/bill-to addresses, line items, quantities, unit prices, extended prices, tax amount, discounts, shipping & handling, total amount and shipping instructions from Shopify to Salesforce.
Invoice Integration: Invoice header, ship-to/bill-to addresses, line items, quantities, unit prices, extended prices, tax amount, discounts, shipping & handling and total amount from Salesforce to Shopify.
Marketing Integration: Opt-in/opt-out preferences for marketing communications-email, direct mail, newsletters, etc.
Multi-Store, Multi-Warehouse, Multi-Currency capability.

Case Studies . Work . Portfolio .

Brands we have empowered

3X Traffic Surge, 150% Longer Average Session Duration, and a 95% Reduction in Bounce Rate for Cricket Victoria Website Redesign and Digital Marketing UX/UI StrategyDigital Strategy Wordpress CMSSocial Integration

Delivering Digital platform solution to the Australia’s home of discounted group freight rates eCommerceDesign DirectionWordPress

East Bentleigh Dental Group experienced 245% increase in conversions with ZOFELA Digital StrategyDesign DirectionWeb Design

8X revenue growth through custom ecommerce solution, back-office integration and innovative digital marketing campaign for Roofrack Superstore Digital StrategyeCommerce Web DesignDigital Marketing

View all Work

We cooperated with ZOFELA for three years. Their team really help us a lot on SEO and other marketing jobs. I can see the results after their work. Highly recommend them. Great service and very helpful staff.

Christine Chan

La Belle Clinic Managing Director

I have been using ZOFELA for just over a year now, they handle all of my advertising from SEO, Google Ads & Social media. I was very unsure of any company in this industry as there is a lot on the line when you spend money advertising, but ZOFELA have made a lot happen for my business so I can't be happier - they have built up trust with me and will handle all of my advertising for years to come - highly recommend.

Scott Emms

SE Plumbing & Airconditioning Director

Looking to Integrate your eCommerce store?
We can help you

Request a Proposal

FAQs

The process to integrate Shopify with Salesforce typically involves the following steps:

Installation of the Shopify-Salesforce connector: ZOFELA has developed a custom Shopify to Salesforce connector. First we need to install the connector.
Configuration of the connector: Once the connector is installed, we will need to configure the settings to connect Shopify and Salesforce. This includes entering your Salesforce credentials and specifying the data that should be synced between the two platforms.
Mapping of Shopify and Salesforce data: The next step is to map the data fields between Shopify and Salesforce so that the data can be correctly synced between the two systems.
Data synchronisation: After the data mapping is complete, we can set up the data synchronisation between Shopify and Salesforce. The frequency of the synchronisation can be set according to your needs.
Monitoring and maintenance: Finally, it’s important to regularly monitor the Salesforce to Shopify integration and perform any necessary maintenance to ensure that it continues to function correctly.

It’s recommended that you seek professional help if you’re not familiar with these systems and the Shopify to Salesforce integration process.

There is a stereotype that system integration projects are prone to cost overruns, delays and other mistakes. However, that is not the case for a Salesforce Shopify integration, as the integration can run smoothly. The following are some of the benefits that you can reap from this integration:

Better View of Customers: The integration will give Shopify access to the data about customers stored in Salesforce. For example, customer purchasing history, order status and more. This means that you will have access to all interactions between customers and your brand in one place.
Better View of Business Operations: A Shopify Salesforce integration will give Salesforce access to the data of your online transactions. This will give you a better view of your overall business performance.
Accurate Product Information: After the integration, your online Shopify store will only display the available products alongside their prices. This way, customers will not order products that are out of stock. At the same time, no customer will be charged the wrong price for a product.
Less Manual Processes: The integration will help you to automate workflows such as fulfillment and restocking of inventory. It will eliminate the need to enter data manually for the purpose of synchronising the systems.

From start to finish, ZOFELA can manage the entire Shopify web development and Salesforce integration process – from technical consultation to project collaboration – based on your business requirements.

Every step within our workflow includes a planning period that considers your company and content author needs. Our goal is to build a flexible system for your content authors so they can focus solely on content. With a focus on simplicity and scalability, our goal is to use only as much custom Salesforce integration development as the project requires. We leverage a proven experienced team and our existing component logic when available.

As your eCommerce solution partner, we know that we can make or break your ERP integration. We will work with you to define and refine your requirements, decide between a variety of pre-built connectors and establish an integration timeline.

There are three options for Shopify to Salesforce integration. Let’s discuss them:

1. Point to Point Integration
In this integration type, Shopify and Salesforce are “pointed” at each other to synchronise data such as:

Inventory counts
Orders
Deliveries
Customers
Items

With Point-to-Point integration, data is sent between Shopify and Salesforce with no operational platform in the middle. This means you get to choose which system to manage your data in. However, this does limit functionality, and data is usually synced in batches rather than in real-time.

2. Custom Shopify to Salesforce Integration
Some businesses choose to build their own custom integration within the APIs available for both programs. Custom integrations are usually performed by a third-party such as an ecommerce agency or in-house.

Custom integration involves custom code writing, which requires a deep knowledge of both Shopify and Salesforce. Whoever writes the code must understand how each system sends and receives data – it’s not something you can learn on the job.

In some circumstances, custom integration is the only option – for example, when dealing with complex SKU management or order fulfilment for which an off-the-shelf solution wouldn’t work.

3. SaaS-Based Integration Platform
A Software as a Service integration enables cloud-based integration between Shopify and Salesforce. The platform utilises pre-built connectors for the two programs to allow data to move between them seamlessly. One of the benefits of SaaS-based integration is that it can integrate with additional platforms you might want to add in future.

Pre-built integration with SaaS products makes for faster implementation and set up. The benefit of configurable connectors means you can program integration to meet the needs of your business now, with the potential to expand and adapt as your business grows and your needs evolve.

SaaS-based integration tends to be more expensive than point-to-point solutions, but much more affordable than custom integration. Cloud-based integration usually offers the option of monthly subscription payments rather than having to cover the cost of the integration upfront as you might with a custom build. This can help with business cash flow and covers maintenance costs.

The data that can be synced between Shopify and Salesforce can include:

Customer information: Customer data such as names, addresses, email addresses and order history can be synced between Shopify and Salesforce to maintain a consistent view of customers across both platforms.
Product information: Product data such as product names, descriptions, prices and images can be synced between Shopify and Salesforce to ensure that both platforms have up-to-date information on the products being sold.
Inventory information: Inventory levels, stock status and availability information can be synced between Shopify and Salesforce to ensure accurate tracking of product availability and prevent oversells.
Order information: Order data such as order totals, shipping information and payment information can be synced between Shopify and Salesforce to streamline the order fulfillment process.
Invoices and payments: Invoices and payment information can be synced between Shopify and Salesforce to ensure accurate accounting and financial reporting.
6. Tax information: Tax information such as tax rates and rules can be synced between Shopify and Salesforce to ensure that the correct taxes are applied to orders.

Note that the specific data that can be synced will depend on the connector used for the Shopify Salesforce integration and the configuration of the integration.

Yes, you can map custom fields in Shopify to fields in Salesforce during the integration process. The process of mapping custom fields will depend on the project, and it is not included in the standard proposal unless specified or agreed in the initial scope.