How To Prevent Opportunity Stage Override When Shopify Orders Are Updated

Here’s your step-by-step guide:

Step 1: Log in to your Salesforce account.

Step 2 - From the App launcher, search for “HIC Sync made easy” and click on it.

Step 3 - Click on “SME Pro Features”.

Step 4 - Enable the feature “Do not Override Opportunity Stage” by clicking on the toggle button.

Step 5: Create a draft order in Shopify by selecting the product and then clicking on save.

Step 6: Copy the Shopify Id from the above URL, search it in Salesforce, and then open its draft Opportunity.

Step7: When an order is created in Shopify, the related Opportunity stage remains set to “Prospecting.” At this point, we need to update the stage name and click “Mark Stage as Complete” to apply the change.

Step 8: Now, we will mark the respective draft order as a paid order from Shopify.

Step 9: When the order is updated in Shopify, the related Opportunity’s stage does not change, but the updates we made in the Shopify order are reflected in the Opportunity as well.

Here, you can see Opportunity’s stage has not changed.

Thank you!