Sync Shopify Orders to Salesforce Opportunities with Opportunity Products

Streamline sales tracking by automatically sending Shopify orders to Salesforce as Opportunities with associated Opportunity Products. This MESA workflow template transfers order details to Salesforce whenever a new Shopify order is created, allowing you to monitor potential upsell opportunities without manual data entry.

🔧  Setup is needed:
🔌  Connect with Salesforce
➕  Add the Price Book ID value

🛑 Before you get started with this workflow setup, there are two workflows which should be installed, fully set up, and enabled first. Any Shopify Customers or Products used in Shopify Orders processed by this workflow need to have been synced by these two workflows:

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

Once you have fully set up and enabled them, continue with the setup for this workflow.

Follow the steps below to set up this workflow.

Step 1

In the 4 steps listed below, the existing credential you already created has been selected connecting MESA to your Salesforce account.

- Salesforce: Query Single Account

- Salesforce: Query Multiple Product

- Salesforce: Create Opportunity

-Salesforce: Create Opportunity Product

Step 2

In the Mapping to Salesforce Create Opportunity step, add the value of the Pricebook2Id key. 

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 locate Price Books under the Items label.

Step 3

Click on Standard Price Book.

Step 4

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

Step 5

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

Step 6

At the top or bottom of the page, switch Off to On to turn on your workflow to start automating.

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