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 "SME Pro Features" tab.
Step 3: Enable the “Customer Transaction Details (Shopify → Salesforce)” feature toggle button.
Step 4: Go to your Shopify store and create an order.
Step 5: Click on “Collect Payment” and mark the order as paid by selecting “Mark as Paid”.
Step 6: Click on “Create Order” in Shopify.
Step 7: Copy the Shopify ID of the order.
Step 8: In Salesforce, search for the order using the Shopify ID.
Step 9: Open the "Order" in Salesforce and navigate to the "Related" section of the order.
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.
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