Send an updated or new Shopify customer to a Salesforce account

🔧 Setup is needed:
⚙️ Configure your Salesforce account
🔌 Connect with Salesforce
✅ Save and enable your workflow to start automating!

This template will send a customer from Shopify to the Salesforce Account when a customer is created or updated. You can now sync crucial information across your two major platforms.

❗️ Required: This template works with Salesforce plans that support API access: Enterprise, Unlimited, Developer and Performance. Ensure you have one of these plans before continuing. Learn more.

Let’s get started 🚀

Configure your Salesforce account

This workflow requires some customization in your Salesforce account.
1. Log in to your Salesforce account, then click on the gear icon in the top right corner to go to Setup.

2. From the left hand menu, click on Objects and Fields, then Object Manager.

3. Click on Account, then click Fields & Relationships.

4. Click the New button, and select Text for the field type, then hit Next.

5. Enter Email for Field Label,  Email__c for Field Name, and 100 for the Length. Click the Next button after filling in the fields.

6. Hit Next again. Ensure your field is visible to the profile that the credential account belongs to which is the account used when creating the Salesforce credential.
7. Hit Next again, then hit Save.

8. Repeat steps 4 to 7 to add the Shopify Customer ID field to Account. Use Text as the field type, Shopify Customer ID as the Field Label, and Shopify_Customer_ID__c as the Field Name.

Set up the workflow

1. Go back to the workflow in the MESA dashboard. In the Salesforce Query Single Account step, create a credential connecting MESA to your Salesforce account. Fill out the following fields (continue reading if you're unsure how to fill this information out):

Note: If you are connecting to a Salesforce sandbox, you should replace login.salesforce.com with test.salesforce.com for the two URLs above.

Not sure how to fill in the Client ID and Client Secret? Log in to your Salesforce account, then click on the gear icon in the top right corner to go to Setup.

In the left hand menu, navigate to Apps and then App Manager.

Then click on New Connected App button.

Enter Mesa Connected App under the Connected App Name. The API Name field will then auto-populate. 

Enter a valid email for Contact Email.

Ensure Enable OAuth Settings is checked. Enter this URL https://app.getmesa.com/apps/mesa/oauth/redirect-token for Callback URL.

Then select all items under Available OAuth Scopes and hit the right arrow under Add to move all of them to Selected OAuth Scopes.

Do not alter any other fields, then hit the Save button at the top. 

Note: After saving, you may then see a warning that changes can take up to 10 minutes to take effect.

After saving, copy the values for Consumer Key and Consumer Secret.

2. Go back to the workflow and paste the value for Consumer Key into the Client ID field, and the value for Consumer Secret into Client Secret. Enter these values into the following fields for Authorization URL and Token URL:

3. Click the Authenticate with Salesforce button. You may be asked to login to your Salesforce account. Once logged on, you will get a prompt asking for access. Hit Allow.

You will be taken back to your workflow with a new Salesforce credential created. 

4. In the Salesforce: Create or Update Account step, the existing credential you just created has been selected.

5. At the top of or below the workflow, hit the Save button to save your changes.

6. Hit the toggle to switch it to On when you are ready to start using the workflow 🎉

✋ Still have questions? We got you. Email us at contact@getmesa.com where actual humans are on standby 24/7, ready to help.