Configuration Articles

July 22, 2024

How to Assign the Package to a New User

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 […]

How to Add Tax Shipping and Refund Lists to your Salesforce Order & opportunity

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 […]

April 5, 2024

How to Update API Versions of Your Sync Made Easy App

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 […]

August 1, 2023

How Do You Turn Off Or Pause The Sync Between Salesforce And Shopify

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 […]

May 9, 2023

How to Fix Reduction Order Error in Salesforce

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 […]

November 14, 2022

How to re-enable the sync after the Salesforce Enhanced Domains is enabled in your Org

After enabling the Salesforce Enhanced Domains in your org, you need to set them up again for new site URLs.  Follow through the steps below to re-configure the site URL and re-enable sync for the new resource URL. Step 1. First head to this link and log in to your Salesforce account with your password. Figure – […]

August 12, 2022

How to connect Shopify with Salesforce for inventory management?

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 […]

August 11, 2022

How to Retrieve the Shopify Access Token?

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 […]

August 9, 2022

How to create and activate a site in Salesforce.org?

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 […]

August 8, 2022

How to uninstall Sync Made Easy?

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 […]