How to Sync Collections in Real-Time Between Shopify and Salesforce?

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 Collection.

Types of Collections in Shopify

There are two types of collections in Shopify that sync with Salesforce:

1. Manual Collection
2. Smart Collection

Steps to Sync Collections

1. Manual Collection

Step 1 – Go to Shopify and create a new collection Click on Collections, then click Create Collection.

Step 2 – Add a collection name in the Title field.

Step 3 – Select the collection type as Manual and click the Save button.

Step 4 – Click the Browse button to select a product.

Step 5 – Select the desired product and click Add.

Step 6 – The selected product will now be added to the collection.

Step 7 – Copy the Shopify ID from the collection URL.

Step 8 – Search for the collection in Salesforce by pasting the Shopify ID into the search box and pressing Enter.

Step 9 – The collection will now be created in Salesforce.

Open this collection to view its details.

Step 10 – Navigate to the related collections in Salesforce, where you’ll notice that associated “collects” have also been created.

2. Smart Collection

Step 1 – Go to Shopify and create a new collection. Click on Collections, then click Create Collection.

Step 2 – Select Collection type as automated and select a condition and add Product and click on save button.

Step 3 – Verify that the product has been added to the collection.

Step 4 – Copy the Shopify ID from the collection URL.

Step 5 – Paste the Shopify ID into Salesforce’s search box and press Enter to create the Smart Collection. Open it to view details.

Step 6 – Navigate to the related collections in Salesforce, where you’ll notice that associated “collects” have also been created.

This guide provides an overview of the functionality for creating and syncing Manual and Smart Collections, along with their related products and collects, between Shopify and Salesforce.

Thank you!