How Customer Transaction Details Sync from Shopify to Salesforce

In this guide, we’ll walk you through how the Customer Transaction Details Sync from Shopify to Salesforce. Whenever a Transaction is completed in Shopify, Salesforce automatically generates a Transaction Deatils record.

Stay tuned as we break down the step-by-step process to enable and use this feature effortlessly. Let’s dive in ! 

Step 1: Log in to Salesforce and in App Launcher, search "HIC Sync made easy". Click on it.

Step 2: Go to the "SME Pro Features" tab.

Step 3: Enable the Customer Transaction Details (Shopify → Salesforce) feature toggle button.

Step 4: Go to your Shopify Online store and place an order.

Step 5: Select any product and click on "Buy it Now".

Step 6: Fill in your personal details and also enter your payment details, and then click on "Pay now".

Step 7: Copy the Email Address of the Customer and search it in Salesforce.

Step 8: In Salesforce, search for the Contact using the Email Address, and from the Account you will find the Order details

Step 9:In Salesforce, open the "Order" and navigate to the "Related" section.

Step 10: Scroll down to locate the Order Transactions section.

Step 11: Open the Order Transaction associated with the order to view the details.

This concludes the functionality of Order Transaction Details synchronization from Shopify to Salesforce.

Thank you!