How it works

Follow these 2 simple steps to start syncing new Salesforce products to your Shopify store automatically

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Product Created
App connector: Salesforce • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger monitors your Salesforce account for newly created Product2 records and kicks off the entire sync process whenever a new product is added to your catalog.

MESA automatically checks your Salesforce account every hour for new products using the Product2 object. When it finds a new product, it captures essential details like the product name, description, product code, and SKU that will be used to create the corresponding Shopify product. The trigger runs on a scheduled basis, so there's no manual intervention needed once it's configured with your Salesforce credentials.

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Create Product
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This action takes the product data from Salesforce and creates a matching product in your Shopify store, ensuring your inventory stays synchronized across both platforms.

The step automatically maps key product information from Salesforce to Shopify's required fields. The product title comes from the Name field in Salesforce, while the product description uses the Description field for the body HTML. A product variant is created with the barcode populated from ProductCode and the SKU from StockKeepingUnit. You'll need to ensure your Shopify connection is properly configured with the appropriate permissions to create products in your store.

Make it your own

Customize this workflow even further:

Add product categorization
Automatically assign Shopify product types, tags, or collections based on Salesforce product family or category fields to organize your catalog.
Set inventory tracking
Connect to additional Salesforce objects to sync stock quantities and set up inventory tracking between your CRM and ecommerce platform.
Include pricing automation
Pull pricing information from Salesforce price books and automatically set product prices in Shopify based on your defined pricing strategy.
Deploy conditional publishing
Use Filter steps to only sync products that meet specific criteria, such as active status or specific product categories, keeping your Shopify catalog curated.

Frequently asked questions

What Salesforce fields are required for products to sync properly?
The workflow requires the Name field for the product title and can use Description, ProductCode, and StockKeepingUnit fields. If these fields are empty in Salesforce, the corresponding Shopify fields will be blank, which may cause issues with product creation.
Will existing Shopify products be updated if I modify them in Salesforce?
No, this workflow only creates new products when they're first added to Salesforce. Changes to existing Salesforce products won't automatically update the corresponding Shopify products - you'd need a separate workflow to handle product updates.
Can I sync products from multiple Salesforce orgs to the same Shopify store?
Yes, but you'll need to create separate workflows for each Salesforce org connection. Make sure to use different SKUs or product codes to avoid conflicts when multiple workflows try to create products with the same identifiers.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.

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