How to Automate Order Tax Line Sync from Shopify to Salesforce?

In this guide, we’ll walk you through how Order Tax Lines sync seamlessly from Shopify to Salesforce. When an order with tax is created in Shopify, Salesforce automatically generates related tax line records, ensuring accurate financial data in your CRM.

Stay with us as we explore the step-by-step process to enable and utilize this feature effortlessly. Let’s get started!

Step 1: Log in to Salesforce and navigate to “SME Settings“.

Step 2: Click on ‘SME Features’.

Step 3: Enable the “Shopify Tax Lines Sync” feature.

Step 4: Go to your Shopify store and create an order that includes estimated tax.

Step 5: Click on “Collect Payment” and mark the order as paid by selecting “Mark as Paid.”

Step 6: Click on “Create Order” in Shopify.

Step 7: Copy the Shopify ID of the order.

Step 8: In Salesforce, search for the order using the Shopify ID.

Step 9: Open the ‘Order’ in Salesforce and navigate to the ‘Related’ section of the order.

Step 10: Scroll down to locate the Tax Lines section.

Step 11: Open the Tax Lines associated with the order to view the details.

This concludes the functionality of Order Tax Lines synchronization from Shopify to Salesforce.

Thank you!