Send an updated or new Shopify customer to a Salesforce account

This template will:

  • Send a Shopify customer to your Salesforce account when a customer is created or updated in Shopify.

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

❗️ 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.

Follow the steps below to set up this workflow.

Step 1

Configure your Salesforce account

Log in to your Salesforce account, then click on the gear icon in the top right corner to go to Setup.

Step 2

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

Step 3

Click on Account, then click Fields & Relationships.

Step 4

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

Step 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.

Step 6

Click Next. Ensure your field is visible to the profile that the credential account belongs to which is the account used when creating the Salesforce credential.

Step 7

Click  Next then hit Save.

Step 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.

Step 9

Set up the workflow

Go back to the workflow in the MESA dashboard. In the Salesforce Query Single Account step, select your existing credential or create a credential connecting MESA to your Salesforce account. 

Click here to skip to Step 22 if you selected an existing credential.

Step 10

Create a credential if this is your first time connecting MESA to your Salesforce account or if you're creating a new credential.

🎥 Watch how to set up your Salesforce credential:

Or follow the step-by-step instructions provided:

Fill out the following fields to complete your credential setup

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

Step 11

Locate your Client ID and Client Secret by logging into your Salesforce account, then click on the gear icon in the top right corner to go to  Setup.

Step 12

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

Step 13

Then click on New Connected App button.

Step 14

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

Step 15

Enter a valid email for Contact Email.

Step 16

Ensure Enable OAuth Settings is checked. Enter this URL for Callback URL.

Step 17

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

Step 18

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.

Step 19

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

Step 20

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.

Step 21

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

Click  Allow.

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

Step 22

At the top of the workflow, click the Save button to save your changes.

Step 23

Click the toggle to switch it  On when you are ready to start using the workflow.

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