Send a Shopify Order to a Salesforce Opportunity and Opportunity Products
Reduce the need to micromanage the process of transferring information from one platform to another. This template will send orders from Shopify to Salesforce Opportunity and Opportunity Products once the order is created. This gives you the ability to easily track when orders are potential opportunities to gain more sales. It is required that you have installed and configured the following templates before continuing with this template: Send an updated or new Shopify Customer to a Salesforce account and Send an updated or new Shopify Product to a Salesforce Product and Pricebook entry.
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Step 1. Every time this happens:
An Shopify order is created
Step 2. Then...
Query for Salesforce account
Step 3. Then...
Find the order's variants' id
Step 4. Then...
Query for Salesforce product
Step 5. Then...
Send order to Salesforce Opportunity and Opportunity Products
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