Sync Shopify Customers to Salesforce Accounts

This trigger activates whenever a customer is created in your Shopify store or when existing customer details are updated (like address changes, phone numbers, or notes). The system automatically captures all customer data including name, email, phone, addresses, and any custom notes you've added. No configuration is required - it works with your existing Shopify customer database and passes this information to the next step for processing.

The system searches your Salesforce database using the Shopify Customer ID to see if an account already exists for this customer. It runs an automated query that looks for any existing account with a matching Shopify Customer ID in your custom field. If found, it retrieves the Salesforce Account ID for updating; if not found, it returns empty so the next step knows to create a new account.

The system either creates a new account or updates an existing one based on the previous step's results. It automatically maps the customer's first and last name to the Account Name field, copies their email to a custom Email field, stores their Shopify Customer ID for future reference, and includes any notes from their Shopify profile in the Description. You can customize additional fields like Account Type, Industry, Phone, billing/shipping addresses, and other Salesforce-specific data by configuring the available field mappings.