How Send to Shopify Button Work for Draft Orders?

This guide explains how to successfully sync the Draft Order in a Shopify store.

Step 1: Create a “Draft Order” in Salesforce with the “Record type” set as Draft Order, then click Next.

Step 2: Fill in the required fields, such as Order Start Date, and click the Save button.

Step 3: Once the Draft Order is created, open it and add a product to the Draft Order.

Step 4: Select the “Product” and click Next.

Step 5: Enter the “Quantity” for the Product and click Save.

Step 6: After the Order Product is created, open the Product.

Step 7: In the Product, add a “Variant” and click Save.

Step 8: Verify that the Variant has been successfully added to the Order Product.

Step 9: Navigate back to the Draft Order detail page.

Step 10: Check the “Shopify ID” and “Store Name” fields, which will initially be blank, and click on the “Send to Shopify” button to generate the Shopify ID and Store Name.

Step 11: Once the process is completed, the “Shopify ID” and “Store Name” fields will be populated.

Step 12: Verify that the “Shopify ID” and “Store Name” are generated, then go to the Shopify store and search for the Draft Order.

Step 13: Refresh the Shopify Draft Order page, and you will observe that the Draft Order has been created.

Step 14: Confirm that the Draft Order has been successfully synced to Shopify using the Send to Shopify feature.

This concludes the functionality of the Send to Shopify button for Draft Orders.

THANKS!