How to Sync Shopify Shipping Lines to Salesforce?

In this guide, we’ll walk you through how the Shopify Shipping Lines Sync feature works in Salesforce.

When an order is created in Shopify with a shipping amount, Salesforce automatically generates a corresponding shipping line in the order record, keeping your data accurate and organized.

Stay tuned as we break down the step-by-step process to enable and use this feature seamlessly! Let’s get started

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

Step 2: Click on “SME Feature“.

Step 3: Enable the “Shopify Shipping Lines Sync” feature toggle button to activate it.

Step 4: Go to the Shopify store and create a new order with shipping.

Step 5: Add a shipping amount by clicking on Add Shipping or Delivery, then click Apply.

Step 6: Once the shipping amount is added, click on Collect Payment and then click Mark as Paid to finalize the order.

Step 7: Click on Create Order to complete the process in Shopify.

Step 8: Copy the “Shopify ID” of the order.

Step 9: In Salesforce, search for the order using the “Shopify ID“, and confirm that the order has been synced.

Step 10: Open the order record in Salesforce and navigate to the related section. Here, you will see that shipping lines have been created.

Step 11: Click on the shipping lines to view the details.

Step 12: The shipping lines are created with the name “Standard” and reflect the shipping amount specified in the Shopify order.

This completes the functionality of Shopify Shipping Lines Sync in Salesforce.

Thank you!