Send an updated or new Shopify Product to a Salesforce Product and Pricebook entry
🔧 Setup is needed:
⚙️ Configure your Salesforce account
🔌 Connect MESA with Salesforce
➕ Add the Price Book ID value
✅ Save and enable your workflow to start automating!
This template will send a product from Shopify to Salesforce when a product is created or updated. You can now sync crucial information across your two major platforms.
❗Required: This template works with Salesforce plans that support products, product schedules, price books and orders: Professional, Enterprise, Unlimited, Developer and Performance editions. Ensure you have one of these plans before continuing. Learn more.
Let’s get started 🚀
Configure your Salesforce account
3. Click on Product, then click Fields & Relationships.
Set up the workflow
1. Go back to the workflow in the MESA dashboard. In the Salesforce: Query Product action, create a credential connecting MESA to your Salesforce account. Fill out the following fields:
- Client ID
- Client Secret
- Authorization URL: Add this URL https://login.salesforce.com/services/oauth2/authorize
- Token URL: Add this URL https://login.salesforce.com/services/oauth2/token
Continue reading if you're unsure how to fill out these fields.
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.
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 these 3 actions below the previous one, the Salesforce credential you just created has been selected.
- Salesforce: Create or Update Product
- Salesforce: Query Pricebook Entry
- Salesforce: Create or Update Pricebook Entry
5. Open the Mapping to Salesforce: Create or Update Pricebook Entry step. Add the value of the Pricebook2Id key.
Not sure where to find this Price Book ID's value? Log in to your Salesforce account and go to the Price Books page. Type in Price Books in the search bar and located Price Books under the Items label.
Click on Standard Price Book.
6. At the top of or below the workflow, hit the Save button to save your changes.
7. 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 email@example.com where actual humans are on standby 24/7, ready to help.