Shopify Salesforce integration
Give your sales and service teams a live view of every Shopify customer, order and B2B account, without the copy-paste. We build, host and monitor the middleware that keeps both platforms in step.
Two systems, one source of truth
Salesforce runs your sales and service pipeline. Shopify runs your storefront. When they don't talk, your team pays for it in manual data entry and numbers that never quite match.
Re-keyed orders
Reps copy Shopify orders into Salesforce by hand, so opportunities and account history always lag behind what customers actually bought.
Stale customer records
Contacts and accounts drift out of sync. Service agents open a case with no view of recent orders, refunds or lifetime value.
B2B blind spots
Wholesale and company accounts live in Salesforce, but Shopify B2B has no idea who's approved, on what terms or at which price.
Brittle point-to-point scripts
A one-off Zap or CSV import breaks the moment a field changes, and nobody notices until the reporting stops adding up.
What syncs which way
A typical data-flow map. We confirm direction, triggers and system of record for each object in discovery.
| Data object | Direction | Trigger | System of record |
|---|---|---|---|
| Customers / Contacts | Shopify → Salesforce | Customer create or update | Salesforce |
| Orders | Shopify → Salesforce | Order created or fulfilled | Shopify |
| B2B accounts & pricing | Salesforce → Shopify | Account or price-list change | Salesforce |
| Products / SKUs | Two-way | Product create or update | Agreed per catalogue |
| Refunds & returns | Shopify → Salesforce | Refund created | Shopify |
What the integration does
Built specifically to your objects and workflows, not a generic connector switched on and left to drift.
What syncs
- Customers matched to Salesforce Contacts and Accounts on email or external ID
- Orders written to Opportunities or Salesforce Orders, with line items
- B2B company accounts, approved contacts and price lists
- Refunds and returns raised as Cases for the service team
- Products and SKUs kept aligned across both catalogues
How it works
- Near real-time via Shopify webhooks on order and customer events
- Salesforce Bulk API 2.0 for backfills and nightly reconciliation
- You set the system of record per object; we map every field
- One-way or two-way sync, scoped to what each team needs
Reliability
- Idempotent writes and retries with backoff on every API call
- Dead-letter queue and alerting when Salesforce API limits bite
- Full audit log of each sync, searchable by order or record
- Monitoring dashboard so failures surface before your team does
How we deliver it
A senior team, a documented plan, and nothing cut over until the counts match.
Discovery
We map your objects, fields and edge cases across Shopify and Salesforce, and agree the system of record for each.
Data-flow design
Direction, triggers, frequency and matching rules, documented so there's no ambiguity before a line of code.
Build
We build the middleware, field mappings and error handling against the Salesforce and Shopify APIs in staging.
UAT
You test real orders, customers and B2B accounts end-to-end. We reconcile every record before go-live.
Deploy
We cut over with a full backfill, verify the counts match, and keep your old process running until you're confident.
Monitor & support
Dashboards, alerting and a support retainer so the sync keeps running as both platforms change.
What a Salesforce integration costs
Typical bands in AUD, scoped after discovery. Price tracks the number of objects, sync direction and how much custom logic your B2B setup needs.
Standard sync
Customers and orders, one or two-way, via webhooks and Bulk API.
B2B & multi-object
Accounts, price lists, products and cases with custom mapping and reconciliation.
Ongoing support
Monitoring, alerting and change support as both platforms evolve.
Shopify + Salesforce FAQs
Related services
Scope a Shopify Salesforce integration
Tell us what lives in Salesforce and what lives in Shopify. We'll map the sync, flag the edge cases and give you a fixed scope.
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