Send an updated or new Shopify Product to a Salesforce Product and Pricebook entry

This template will:

  • Send a Shopify product to Salesforce when a product is created or updated in Shopify.

🔧  Setup is needed:
⚙️  Configure your Salesforce account
🔌  Connect with Salesforce
➕  Add the Price Book ID value
✅  Save and enable your workflow to start automating!

❗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.

Follow the steps below to set up this workflow.

Step 1

Configure your Salesforce account

This workflow requires some customization in 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 Product, then click Fields & Relationships.

Step 4

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

Step 5

Enter Shopify Variant ID for Field Label,  Shopify_Variant_ID__c for Field Name, 100 for the Length, and check the box for  External ID. 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

Set up the workflow

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

Click here to skip to Step 21 if you selected an existing credential.

Step 9

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 login.salesforce.com with test.salesforce.com for the two URLs above.

Step 10

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 11

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

Step 12

Then click on New Connected App button.

Step 13

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

Step 14

Enter a valid email for Contact Email.

Step 15

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

Step 16

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 17

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 18

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

Step 19

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 20

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 21

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 

Step 22

Open the Mapping to Salesforce: Create or Update Pricebook Entry step. Add the value of the Pricebook2Id key.

Step 23

To locate your Price Book ID's value, log into your Salesforce account and go to the Price Books page. 

Type in Price Books in the search bar and locate Price Books under the Items label.

Click on Standard Price Book.

Step 24

Locate the URL for the Price Book, then copy the ID in the URL, between r/ and /view. For example, if your URL is https://ab11.force.com/lightning/r/01s2E000002pddCQAQ/view, the ID would be 01s2E000002pddCQAQ.

Step 25

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

Step 26

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

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