December 11, 2024
This guide explains the Draft Order & Opportunity functionality, demonstrating how enabling the Opportunity toggle for Draft Orders in Shopify leads to the creation of both Draft Orders and Opportunities in Sync Made Easy app. Draft Order & Opportunity for SDO functionality is when we enable Opportunity Toggle button of Draft Order in Object set […]
Read MoreDecember 6, 2024
This guide explains the Automated Email Alert feature, where notifications related to the app are sent to designated email IDs configured in the Shopify Credential settings. Step 1 – Open Shopify Credential Step of SME Settings app. Step 2 – Scroll down the Shopify Credential page, where you can add up to three email IDs for any […]
Read MoreDecember 5, 2024
This guide walks you through the process of creating both Manual and Smart Collections in Shopify, syncing them with Salesforce, and managing related products and collections to ensure seamless integration between the two platforms. There are two types of Collection created in Shopify and it will be created in salesforce as Smart Collection and Manual […]
Read MoreDecember 4, 2024
This guide provides detailed steps to create draft orders in Shopify, retrieve their Shopify IDs, and synchronize them with Salesforce, ensuring accurate draft order and opportunity tracking. Step 1 – Open your Shopify store. Step 2 – Go to Orders and click New to create a new draft order. Step 3 – Select products by clicking the Browse […]
Read MoreDecember 3, 2024
This guide walks you through the process of creating and managing locations, inventory, and inventory levels in Shopify and synchronizing them seamlessly with Salesforce for accurate tracking and management. Step 1 – Open your Shopify Store. Step 2 – Click on Settings. Step 3 – Click on Locations. Step 4 – Click on Add Location. Step […]
Read MoreDecember 2, 2024
This guide provides step-by-step instructions on setting up and using the multi-currency feature in Sync Made Easy, enabling seamless order management and synchronization with Salesforce for businesses operating in multiple currencies. Step 1 – Navigate to the Shopify Credential section and select a currency from the available currency field. Step 2 – If multiple currencies are […]
Read MoreOctober 21, 2024
Step 1 – Log in to Salesforce org using your username and password. Step 2 – After logging in, find the ‘Users’ option in the quick find box and click on it. Step 3 – Click on ‘New User’ to create a new user. Step 4 – Choose the license type as “Salesforce Integration” and […]
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Step 1 – Log in to your Salesforce account by entering your username and password. Note: Before proceeding with the SME Pro API integration, please ensure that the SME main app is installed and granted the necessary permissions. For more details, click here Step 2 – After logging in, locate the ‘Users’ option in the […]
Read MoreJuly 24, 2024
Following is a list of key steps you must look into to assign the Sync Made Easy Pro package to a new user after purchasing the new license. Step 1 – Log in to your Salesforce account and click on Setup to open it Step 2 – In the Quick Find box, search for “Installed […]
Read MoreJuly 22, 2024
This functionality only works on “Order” and “Opportunity” Therefore, we need to add these Related lists to utilize the Shipping, Tax and Refund Functionality. Step 1 – Open your Salesforce Org Step 2 – Click on the gear icon to open the setup Step 3 – Click on Object Manager and search for “Order” in […]
Read MoreApril 5, 2024
Shopify’s API versions offer developers a dependable and consistent framework for creating and managing their applications. Each stable iteration remains supported for at least 12 months, with a 9-month overlap period between consecutive versions. This extended timeframe facilitates thorough testing and seamless migration processes. Every quarter, Shopify releases a new API version to continuously improve […]
Read MoreAugust 1, 2023
If you wish to pause or turn off the Shopify Salesforce sync, You can delete the connected app from Shopify that you created during configuration time. Here are the steps to delete the connected app. 1. From your Shopify admin, Click Settings 2. Go to Apps and sales channels. 3. Select the app you wish […]
Read MoreMay 9, 2023
If you are facing the Reduction Order error while creating a new order in Salesforce, it means you have enabled Reduction Order in your org. You can not directly create an order from the New Order button in Order Tab after enabling Reduction Order in your org. It’s a Salesforce standard feature. You need to […]
Read MoreAugust 12, 2022
We know that having a Shopify store can be a hefty task, but you can easily manage your inventory, orders, draft orders, variants, and much more by using a connector. Our Shopify-Salesforce connector Sync Made Easy does the job. It is specifically designed while keeping the needs of Shopify store owners in mind. This Shopify […]
Read MoreAugust 11, 2022
After logging into your Shopify store, you should be on the homepage. From there, go to Settings. See Figure 1 for reference. Figure – 1 On settings Scroll down and click on “ Apps and sales channels”. Check Figure 2 for reference. Figure – 2 Click on “Develop Apps” as shown in figure 3 Figure […]
Read MoreAugust 9, 2022
To start with Shopify and Salesforce sync settings process, the very first step is to create a site and then to activate it. Here is a rundown on how to create a new site in your Salesforce.org. After logging into Salesforce.org, search for HIC_Sync Made Easy. From hereon, go to Shopify Salesforce settings to find […]
Read MoreAugust 8, 2022
Here is a walkthrough to uninstall the Sync Made Easy connector app. Step 1: First, you have to change the status of order from Activated to Draft. Figure- 1 Step 2: Delete all Draft orders and Orders created by this app As you are looking to uninstall the app, first you will need to delete […]
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