Send Shopify Order, Customer and Products to Salesforce Opportunity Collection

Setup is required before this template collection will work. Follow the steps below.

Mesa offers a collection of three Salesforce templates that can be installed on the app dashboard.

After installing the collection, you will see the following three installed workflows on your My Workflows tab.

The goal of these 3 templates is to sync the Shopify Order to a Salesforce Opportunity and Opportunity Products. You will see that this is the third template in this collection. The third template requires that the first two are set up and enabled before it can be set up and enabled.

It is recommended to start with setting up the first template, then make your way down to the second template, and finally the third one.

Let’s get started 🚀

Follow the steps below on how to set up each template.

Shopify Customer Created or Updated to Salesforce Account

1. On the Salesforce: Query Single Account action, select or create a credential connecting Mesa to your Salesforce account.

2. Expand the Mapping to Salesforce: Create or Update Account action and take a look at the Shopify_Customer_ID__c and Email__c keys.

In Salesforce, you will need to create the Shopify_Customer_ID__c and Email__c custom fields on the customer account. You will want to make sure that the underscores are formatted as shown.

3. On the Salesforce: Create or Update Account action, select or create a credential connecting Mesa to your Salesforce account.

4. Scroll to the top of the workflow and hit Save.

5. Hit Enable to enable the workflow.

Shopify Product Created or Updated to Salesforce Product and Pricebook Entry

1. On the Salesforce: Query Product action, select or create a credential connecting Mesa to your Salesforce account.

2. Expand the Mapping to Salesforce: Create or Update Product action and take a look at the Shopify_Variant_ID__c key.

In Salesforce, you will need to create the Shopify_Variant_ID__c custom field on the product. You will want to make sure that the underscores are formatted as shown.

3. On the Salesforce: Create or Update Product action, select or create a credential connecting Mesa to your Salesforce account.

4. On the Salesforce: Query Pricebook Entry action, select or create a credential connecting Mesa to your Salesforce account.

5. On the Mapping to Salesforce: Create or Update Pricebook Entry action, add a value to the Pricebook2Id key.

Not sure where to find this value? In the Settings tab, enable the documentation for setup instructions on how to locate this value from your Salesforce account. The setup instructions will display under the workflow's title.

6. On the Salesforce: Create or Update Pricebook Entry action, select or create a credential connecting Mesa to your Salesforce account.

7. Scroll to the top of the workflow and hit Save.

8. Hit Enable to enable the workflow.

Shopify Order Created to Salesforce Opportunity and Opportunity Products

1. On the Salesforce: Query Single Account action, select or create a credential connecting Mesa to your Salesforce account.

2. On the Salesforce: Query Multiple Product action, select or create a credential connecting Mesa to your Salesforce account.

3. On the Mapping to Salesforce Create Opportunity action, add a value to the Pricebook2Id key.

Not sure where to find this value? In the Settings tab, enable the documentation for setup instructions on how to locate this value from your Salesforce account. The setup instructions will display under the workflow's title.

4. On the Salesforce: Create Opportunity action, select or create a credential connecting Mesa to your Salesforce account.

5. On the Salesforce: Create Opportunity Product action, select or create a credential connecting Mesa to your Salesforce account.

6. Scroll to the top of the workflow and hit Save.

7. Hit Enable to enable the workflow.

You have now completed setting up these templates! Awesome work 🎉