How to Sync Customers as Account & Contact in Real-Time Between Shopify and Salesforce?

This guide explains how to sync customer data from Shopify as both Account and Contact records in Salesforce, ensuring proper classification and integration based on your organization’s account setup preferences.

Step 1 – Log in to your Salesforce Account.

Step 2 – Search for the email “johndeo@gmail.com” and press enter, you will see that there is no account associated with this email ID.

Step 3 – Open your Shopify Store, go to the customer section, and click on “Add Customer".

Step 4 – Create a new customer by filling in all the required fields, enter the email ID “johndeo@gmail.com” , and click on save.

Step 5 – Copy the Shopify Customer ID from the Shopify Store URL.

Step 6 – Search for Account in Salesforce by Shopify Customer Id.

Step 7 – "Wait for 5 to 10 seconds to allow synchronization, then press Enter. You will see that an account has been created in Salesforce with the company name." 

Step 8 – Open an Account in Salesforce, where you will see that a contact has been created with the email ID “johndeo@gmail.com.”

In our organization, we have enabled the “Business Account” setup, which associates both Account and Contact details. A Business Account stores information about companies, and the contact is created under the account. Since we do not enable the” “Person Account setup, which stores information about individual people, the account name appears as the company name, and the contact name appears as the customer name.

If you want to sync a Person Account from Shopify to Salesforce, you need to select the “Person Account” option in the Object Setup page. Then, follow all the steps outlined above, ensuring that you do not add a company name. The account will be created in Salesforce as a Person Account.