Send Shopify Subscription and One-Time Orders to Salesforce
Sales teams often need to see in Salesforce whether a Shopify purchase was a recurring subscription or a one-time order. This workflow runs on every new Shopify order, splits subscription and one-time purchases into two paths, finds or creates the customer's Salesforce Account and Contact, and creates a Salesforce Order linked to both with the right purchase type.
How it works
5 steps to log every Shopify order in Salesforce, typed as subscription or one-time
Shopify Order Created (Trigger)
Shopify Order Created (Trigger)
Paths
Paths
Salesforce Create or Update Account
Salesforce Create or Update Account
Salesforce Create or Update Contact
Salesforce Create or Update Contact
Salesforce Create Order
Salesforce Create Order
Ready to log every Shopify order in Salesforce, typed as subscription or one-time
Get setup in 5 minutes.
FAQs
Why does a Salesforce step fail with a permissions error?
Each Salesforce field MESA reads or writes needs field-level security access for the connected user. Open the field in Salesforce Setup, grant access to that user's profile or permission set, then retrieve the fields again in the MESA step.
How do I move this workflow from a Salesforce sandbox to production?
Turn the workflow off, connect your production Salesforce account in MESA, select it on every Salesforce step, and retrieve the fields again in each step so they match production. Repeat the field permission setup in production, then test with one order before turning the workflow back on.
What happens to an order with both subscription and one-time products?
It follows the subscription path, because the path checks whether any line is a subscription. If you want mixed orders split into two Salesforce Orders, add a third path for them.
Will it create duplicate Accounts or Contacts?
No. The create-or-update steps match existing records first and only create one when nothing matches.
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log every Shopify order in Salesforce, typed as subscription or one-time
5 min setup • Fully supported if you need help
