Sync Shopify Products to Salesforce Pricebooks

This trigger monitors your Shopify store and fires whenever you create or update a product. It captures the complete product data including title, description, variants, SKUs, barcodes, and pricing. Every field gets passed to the next steps so the workflow has all the information needed to update Salesforce. No configuration needed—this trigger works automatically once you activate the workflow.

This step processes each product variant individually by iterating through the variants array from the trigger. The loop creates a separate task for every variant, which means a shirt with small, medium, and large sizes generates three parallel processes. Each iteration passes the variant-specific data (like individual SKU, barcode, and price) forward to create distinct Salesforce records. This ensures your sales team can track and quote each variant independently.

This step searches your Salesforce Product2 records to find any product that already has the current Shopify variant ID stored in a custom field. The query returns the Salesforce Product ID if a match exists, or returns empty if this is a new product. The workflow uses this ID in the next step to determine whether to POST (create) or PATCH (update) the product record.

You need to set up a custom field in Salesforce called "Shopify_Variant_ID__c" on the Product2 object before this workflow can run successfully. Your Salesforce admin can create this as a text field with external ID enabled.

This transform maps Shopify product data to Salesforce Product2 fields. It takes the product title from Shopify and places it in the Name field, moves the SKU to StockKeepingUnit, maps the barcode to ProductCode, and passes the description as-is. The transform also creates a combined title by appending the variant name to the product name (unless the variant is "Default Title"). All products get marked as active automatically.

const Mesa = require('vendor/Mesa.js');
const Transform = require('vendor/Transform.js');

module.exports = new class {
  script = (payload, context) => {
    // Set the title for the Salesforce Product
    context.steps.loop.combined_title = context.steps['shopify-product-created-or-updated'].title;

    // If product variant has a title other than 'Default Title', append to the Salesforce Product Name
    if (context.steps.loop.title !== 'Default Title') {
      context.steps.loop.combined_title += ' - ' + context.steps.loop.title;
    }

    // Alter the payload data based on our transform rules
    const output = Transform.convert(context, payload);

    // If the 'Salesforce: Query Product' Output found an existing product ID, pass this to the next output so the product is updated
    if (payload && payload.Id) {
      output.id = payload.Id;
    }

    Mesa.output.next(output);
  }
}

This code checks whether a Salesforce Product ID was found in the previous query step and includes it in the output if it exists, which tells the next step to update rather than create.

This step sends the transformed product data to Salesforce and either creates a new Product2 record or updates an existing one based on whether the query step found a matching ID. When creating new products, Salesforce generates a unique ID automatically. When updating, the workflow preserves the existing ID and only modifies the fields included in the mapping. After completion, this step outputs the Salesforce Product ID for use in the pricebook entry steps.

This step searches for an existing PricebookEntry record linked to the Product ID created in the previous step. The query looks specifically at the standard pricebook and returns the entry ID if one already exists. If no entry is found, the query returns empty and signals the workflow to create a new entry. This prevents the common error where products exist but can't be added to opportunities because they're missing pricebook entries.

This transform maps the variant price from Shopify to the Salesforce UnitPrice field and links it to the product created earlier. For new pricebook entries, it includes the Product2Id to establish the relationship. For updates to existing entries, it removes the Product2Id field because Salesforce doesn't allow changing which product an entry belongs to. You'll need to fill in the Pricebook2Id field with your Salesforce standard pricebook ID (usually found in Salesforce Setup under "Pricebooks").

const Mesa = require('vendor/Mesa.js');
const Transform = require('vendor/Transform.js');

module.exports = new class {
  script = (payload, context) => {
    // Alter the payload data based on our transform rules
    const output = Transform.convert(context, payload);

    // Remove Product2Id field - this cannot be updated on an existing pricebook entry
    if (payload && payload.Id) {
      output.id = payload.Id;
      delete output.Product2Id;
    }

    Mesa.output.next(output);
  }
}

This code detects whether a pricebook entry already exists and removes the Product2Id field for updates while keeping it for new entries.

This final step creates a new pricebook entry or updates the existing one with current pricing from Shopify. When creating entries, it links them to both the product and the standard pricebook. When updating, it only modifies the price and active status. After this step completes, your product appears in Salesforce with accurate pricing and can be added to opportunities immediately. The workflow outputs the pricebook entry ID for reference.