Sync Shopify Orders to Salesforce Opportunities with Opportunity Products
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Streamline sales tracking by automatically sending Shopify orders to Salesforce as Opportunities with associated Opportunity Products. This MESA workflow template transfers order details to Salesforce whenever a new Shopify order is created, allowing you to monitor potential upsell opportunities without manual data entry. Before using this template, ensure you have set up the following templates: “Sync Shopify Customer to Salesforce Account” and “Sync Shopify Product to Salesforce Product and Pricebook Entry.”
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