How Send to Shopify Button Work for Orders?

This guide explains how to create an Order in Salesforce with an Order Product by clicking the “Send to Shopify” button, and how the Shopify ID is generated in the Salesforce Order and successfully created in the Shopify store as an Order.

Step 1: Create an Order in Salesforce under the account XYZ by clicking on the New button.

Step 2: Select the record type as “Order” and click Next.

Step 3: Fill in the required fields, such as “Order Start Date”, and click the Save button.

Step 4: Once the Order is created, open the Order.

Step 5: Add an “Order Product” to the Order.

Step 6: Select the “Product” and click Next.

Step 7: Enter the “Quantity” for the Product and click Save.

Step 8: After the Order Product is created, open the Product.

Step 9: In the Product, add a “Variant” and click Save.

Step 10: Verify that the Variant has been successfully added to the Order Product.

Step 11: Navigate back to the Order detail page.

Step 12: Check the “Shopify ID” and “Store Name” fields, which will initially be blank.

Step 13: Click on the “Send to Shopify” button to generate the Shopify ID and Store Name.

Step 14: Once the process is complete, the Shopify ID and Store Name fields will be populated.

Step 15: Verify that the “Shopify ID” and “Store Name” are now populated, then copy the Shopify ID.

Step 16: Use the “Shopify ID” to search for the Order in your Shopify store.

Step 17: Confirm that the Order has been successfully synced to Shopify using the Send to Shopify feature.

Step 18: Open the Order in Salesforce and refresh the page to check the Order status. The status should change from Draft to Activated.

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

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