SR. NO. | FEATURE NAME | DESCRIPTION |
01 | Salesforce → Shopify Data Sync | Based on the Shopify Customer Company Name, this feature updates existing Salesforce Accounts instead of creating new ones. |
02 | Account Duplicate Prevention (Based on Company Name) | Based on the Shopify Customer Company Name, this feature updates existing Salesforce Accounts instead of creating new ones. |
03 | Contact Duplicate Prevention (Based on Customer Email) | Based on the customer's email address, this feature updates existing Salesforce Contact records instead of creating new ones. |
04 | Non-Purchasing Customer's Lead Creation | To track potential customers, this feature creates leads in Salesforce for those who haven’t purchased in Shopify. |
05 | Lead Conversion on Customer's First Purchase | When a Shopify customer places their first order, this feature turns the corresponding lead in Salesforce into an Account and Contact (or Person Account). |
06 | Comprehensive Financial Sync for Shopify Orders (Shopify → Salesforce) | This feature ensures Shopify order data in Salesforce is accurate for totals, taxes, shipping, and other charges, simplifying financial tracking. |
07 | Order Fulfillment Sync (Salesforce → Shopify) | This feature lets you fulfill paid orders from Salesforce, automatically syncing the fulfillment details back to Shopify. |
08 | Shipping Sync (Shopify → Salesforce) | This feature ensures Salesforce orders reflect the shipping details from Shopify. |
09 | Tax Sync (Shopify → Salesforce) | To ensure accurate order records, this feature updates Salesforce orders with tax details from Shopify. |
10 | Refund Sync (Shopify → Salesforce) | To maintain clear order history and transaction details, this feature syncs Shopify order refunds to Salesforce. |
11 | Order Refund Sync (Salesforce → Shopify) | Refund information from Salesforce orders is automatically synced to the respective Shopify orders by this feature. |
12 | Order Cancel Sync (Salesforce → Shopify) | Paid orders canceled in Salesforce are automatically canceled in Shopify by this feature. |
13 | Checkout Synchronization (Shopify → Salesforce) | Shopify checkouts are automatically synced to Salesforce checkouts or opportunities by this feature. |
14 | Order Inventory Sync (Salesforce → Shopify) | Keep stock quantities accurate across Salesforce and Shopify by syncing inventory levels with this feature. |
15 | Preserve Shopify Orders as Drafts in Salesforce | This feature ensures Shopify orders are imported into Salesforce in Draft status. |
16 | Auto Close Opportunity on Shopify Draft Order Payment | This feature automatically updates the Salesforce opportunity stage to Closed Won when the corresponding Shopify draft order is marked as Paid. |
17 | Prevent Opportunity Stage Override from Shopify | This feature locks Salesforce opportunity stages from being overridden by Shopify. |
18 | Order Sync – Based on Order Category (Salesforce → Shopify) | Salesforce orders are synced to Shopify according to their status category by this feature. |
19 | Product Images Sync (Shopify → Salesforce) | To keep product listings clear and attractive, this feature syncs product images from Shopify to Salesforce. |
20 | Product Images Sync (Salesforce → Shopify) | Ensure both Salesforce and Shopify display the same product images by syncing them with this feature. |
21 | Metafield Mapping & Sync (Shopify ↔ Salesforce) | Sync any metafield value by mapping it to the correct object and data type with this feature. |
22 | UTM Parameter Sync (Shopify → Salesforce Orders/Opportunities) | This feature ensures that UTM parameters from Shopify are reflected in Salesforce Orders and Opportunities. |
23 | Selective Historical Date Sync (Shopify → Salesforce) | This feature helps sync Shopify’s historical data for a specified date range. |
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