Astrea Sync for Shopify enables seamless bi-directional synchronization between Shopify and Salesforce, keeping customer records, orders, products, price books, locations, and collections in sync. Customer data maps to Salesforce Accounts, orders become real-time Salesforce Order objects, and product details like price and quantity sync accurately to Price Books. Warehouse and collection locations record as custom Salesforce objects, with Shopify collections mirrored for better management. Flexible syncing options include real-time, scheduled intervals, or on-demand with one click.This ensures unified operations between your Shopify storefront and Salesforce CRM.
Features Of Astrea Sync for Shopify
- Bi-Directional Sync – Seamlessly sync data between Shopify and Salesforce in real time, at scheduled intervals, or on demand.
- Customer Management – Automatically map Shopify customer records to Salesforce Accounts for unified customer insights.
- Order Integration – Capture Shopify orders as Salesforce Order objects with complete accuracy and tracking.
- Custom Objects for Locations & Collections – Record warehouse locations and product collections in Salesforce for better management and reporting.
Steps For Using Astrea Sync for Shopify
Salesforce Agent Configuration:
The following are step-by-step instructions to enable Agentforce Agent properly. Follow these organized steps:
Step 1: Enable Einstein Generative AI
- Type Einstein Setup in Quick Find and select it.
- Toggle to enable Einstein generative AI.
- Refresh your browser.
Step 2: Enable Agentforce Agents
- In Setup, search for Agentforce Agents.
- Switch ON the Agentforce toggle.
- Enable the Agentforce (Default) Agent.
- Refresh your browser.
Step 3: Enable and Activate a Bot
- In Setup, use Quick Find and search for Chat.
- Search for Einstein Bots in Setup.
- Toggle ON to activate Einstein Bots, accepting terms if prompted.
Step 4: Click on this link
https://appexchange.salesforce.com/appxListingDetail?listingId=ceef45a7-c82d-4ea3-9f89-11aa71f03bc6
Step 5: Install Astrea Sync for Shopify and follow the usual prompts.
Step 6: Get the secret key and Store Name from Shopify Store
- Login to Shopify (Url: https://accounts.shopify.com/ )
- Click on Settings:
- Click on “Apps and Sales Channels”, this is to Create an Application:
- Click on Develop Apps
And then click on the “Create an app” Button. -
A pop-up will open, enter the required fields and click on
“Create app” Button.
- To provide the Scope, click on Configure Admin API Scopes based on the Requirements, like read customer, write Customer, read Product, write Product, then click on the Save Button. After providing the Scope(Configuration), click on API credentials.
Once you click on API credentials, click on Install App. Once you have installed that app, you will get an Admin API access token
Copy the above Admin API Key and Store Name.
Step 7: Enable Salesforce Sites and Register a Domain
Go to Setup in Salesforce.
In the Quick Find box, type Sites and select Sites.
Read and accept the Salesforce Sites Terms of Use.
Click Register My Salesforce Site Domain.
- Choose a unique subdomain for the organization (e.g., CompanyName).
- This domain is case-sensitive and can’t be changed later. ( Create a New Salesforce Site. Still in the Sites page under Setup, click New.)
-
Fill in the required fields:
* Site Label: Name for your site (e.g., "shopify").
* Site Name: API name (auto-fills from label).
* Site Description: Optional, for your reference.
* Select Active SiteHome Page: AnswersHome
* Active: Check to activate the site
* Click on the Save button.
* Once we create the Site. Click on Public Access Settings.
* After clicking Public Access Settings new page will appear, then click on Enable Apex Classes Access.
Then Select AST2S.ShopifyCustomerWebhook class and click on the save button. Now, go to the Remote Site to store the Shopify Store Url:
- In the Quick Find box, type Remote Site Settings and select the Remote Site Settings option from the menu.
- Click New Remote Site.
-
Fill in the fields:
Remote Site Name: ShopifyStoreUrlI.
Remote Site URL: https://yourshopifystore.myshopify.com (replace with your actual Shopify store domain).
Active: Leave this checked to enable immediately.
- Click Save
Step 8: Go to Salesforce App Launcher, enter Astrea Sync for Shopify, then click on that app
Step 9: The Setup Form will be opened
Enter the Shopify API Access Key and the Connected Shopify Store ( previously created in the Shopify settings), and click on the “Save and Continue “ Button.
Once saved, the setup page will open. On this page, the user needs to select which objects to sync; Account and Product objects are mandatory selections.
Click the Save and Continue button, and the Field Mapping page will be opened. On this page, field mappings are generated dynamically. Users can modify the mappings if needed or remove any field mappings they do not require.
Click the Save and Continue button once the Mapping is done. The Sync Filter Criteria page will open. On this page, the user can set the Filter Criteria and click on the Save and Continue Button.
A new page will be opened, and the user is required to enter their email address(which will be used to send sync alerts or notifications).
The user must also select the Auto Sync frequency from the available options: Hourly, 6 Hours, 12 Hours, Daily, Weekly Once configured, the system will automatically perform data synchronization based on the selected schedule, eliminating the need for manual sync each time.
The email alert sample:
Step 10: In Astrea sync for Shopify App:
Click on the AFC Dashboard Tab
This page has Customers per store, Products per store, Orders per store and Orders per customer, etc
Users can track the Salesforce Health Pulse and view the Hourly Sync Summary for monitoring sync performance and system health.
Step 11: Salesforce to Shopify
How the "Send to Shopify" Button Works for an Account
This section outlines the functionality of the Send to Shopify button for the Account object in Salesforce.
- Creating an Account in Salesforce, along with its related Contact,
- Then click the Send to Shopify button to initiate a synchronization process.
- It will create a unique Shopify ID and add it to the Account record in Salesforce.
- The Account data is then pushed to your Shopify store, where it is registered as a new Customer entry
Go to the Account object, click on New Account Button
Enter the Required Fields like Name and click on the Save Button: And create a Related Contact of the Account, click on the Save Button:
Initially Shopify ID and Store Name fields are empty.
To populate these fields, simply click the Send to Shopify button—this action will automatically generate and update the Shopify ID and Store Name on the record.
After clicking the Send to Shopify Button, we received a success message:
Confirm that the Shopify ID and Store Name fields are now filled in, indicating that the data has been successfully synced with Shopify.
Confirm the synced record
Copy the Shopify ID and look it up in your Shopify store to
Verify that the account was successfully synced to Shopify via the Send to Shopify action
How the "Send to Shopify" Button Works for Products
This section outlines the functionality of the Send to Shopify button for the Product object in Salesforce. Upon creating a Product in Salesforce, during this process, a unique Shopify ID is created and added to the Product record in Salesforce. The Product data is then pushed to your Shopify store, where it is registered as a new Product.
Create a Product in Salesforce: Enter all Requied fields and click on Save Button
You'll notice that the Shopify ID and Store Name fields are initially empty. To populate these fields, simply click the Send to Shopify button—this action will automatically generate and update the Shopify ID and Store Name on the record.
Confirm that the Shopify ID and Store Name fields are now filled in, indicating that the data has been successfully synced with Shopify.
Copy the Shopify ID and look it up in your Shopify store to confirm the synced record.
Verify that the Product was successfully synced to Shopify via the Send to Shopify action.
How the "Send to Shopify" Button Works for Draft Orders
- This section explains how the Send to Shopify button works for the Draft Order (record type of Order object) in Salesforce.
- When a Draft Order and its related Order Line Items are created in Salesforce, clicking the Send to Shopify button triggers synchronization.
- A unique Shopify ID is generated and saved to the Draft Order record, and the order details are sent to your Shopify store, where the Draft Order is created.
Create a Draft Order record in Salesforce by selecting Draft Order as the record type, then proceed by clicking Next.
Create aDraft Order in Salesforce: Enter all required fields and click on Save Button.
Open the Draft Order you created, then navigate to the Order Products related list and click Add Products to include a product in the Draft Order.
Select the Product click on Next Button.
Enter the Order product Quantity and click on the Save Button.
Once the Order Product has been added, open the associated Product record to review its details.
Within the Product record, add a Variant and click Save to apply the changes.
Return to the Draft Order detail page. You'll notice that the Shopify ID and Store Name fields are initially empty. Click the Send to Shopify button to generate and populate these fields.
Confirm that the Shopify ID and Store Name fields are now filled in, indicating that the data has been successfully synced with Shopify.
Copy the Shopify ID and look it up in your Shopify store to confirm the synced record.
Verify that the account was successfully synced to Shopify via the Send to Shopify action.
How the "Send to Shopify" Button Works for Orders
- This section explains how the Send to Shopify button works for the Order (record type of Order object) in Salesforce.
- When an Order and its related Order Line Items are created in Salesforce, clicking the Send to Shopify button triggers synchronization.
- A unique Shopify ID is generated and saved to the Order record, and the order details are sent to your Shopify store, where the Order is created.
Create an Order record in Salesforce by selecting Draft Order as the record type, then proceed by clicking Next.
Create an Order in Salesforce: Enter all required fields and click on the Save Button.
Open the Order you created, then navigate to the Order Products related list and click Add Products to include a product in the Order.
Select the Product, click on the Next Button.
Enter the Order product Quantity and click on the Save Button.
Once the Order Product has been added, open the associated Product record to review its details.
Within the Product record, add a Variant and click Save to apply the changes.
Return to the Order detail page. You'll notice that the Shopify ID and Store Name fields are initially empty. Click the Send to Shopify button to generate and populate these fields.
Confirm that the Shopify ID and Store Name fields are now filled in, indicating that the data has been successfully synced with Shopify.
Copy the Shopify ID and look it up in your Shopify store to confirm the synced record.
Verify that the Order was successfully synced to Shopify via the Send to Shopify action.
1. Verify that the Order was successfully synced to Shopify via the Send to Shopify action.
- This section explains how the Send to Shopify button works for the opportunity in Salesforce.
- When an opportunity and its related opportunity Line Items are created in Salesforce, clicking the Send to Shopify button triggers synchronization.
- A unique Shopify ID is generated and saved to the opportunity record, and the opportunity details are sent to your Shopify store, where the Order is created.
Create a new Opportunity under the Account by navigating to the account and clicking the New button. and fill in the required fields, such as Name, Account Name, Stage, and Close Date, then click the Save button.
Add an opportunity line item (Product )to the Opportunity and select the Product, click on Next button.
Add the Quantity of the product and click on the Save button.Add Variant to Opportunity Product
You'll notice that the Shopify ID and Store Name fields are initially empty. To populate these fields, simply click the Send to Shopify button—this action will automatically generate and update the Shopify ID and Store Name on the record.
Confirm that the Shopify ID and Store Name fields are now filled in, indicating that the data has been successfully synced with Shopify.
Copy the Shopify ID and look it up in your Shopify store to confirm the synced record. Verify that the account was successfully synced to Shopify via the Send to Shopify action.
Agent-Astrea Shopify Sync
Salesforce Agent Create:
The following are step-by-step instructions to create the Agent properly. Follow these organized steps:
Step 1: Create Agent
- In Setup, search for Agentforce Agents and click on that.
- Click on the New Agent Button.
Step 2: Select the Agent
- Select the Agent (Astrea Shopify Sync)
- Click on the Next Button, then click next to continue.
Step 3: Customize Agent
- Customize the agent Name if the user wants.
- Click on the Next Button.
Step 4: Select the Language and Tone
- Select English Language and Neutral Tone.
- Click on the Create Button.
Step 5: Activate the Agent
- Click on the Activate Button.
- Select Ignore and Activate button.
Step 6: Assign the Access
- In Setup, search for Agentforce Agents and click on that.
- Select the created agent, click on Agent Access, and select the profile with Agent Access.
- Click on Add Button. Select System Administrator then add
Step 7: Test the Agent
- Click on Agentforce Icon
Pricing
The price for the app is as below:
- $15 USD per user per month
- Free trial available for 15 days.
Summary
Astrea Sync for Shopify provides seamless bi-directional sync between Shopify and Salesforce for customer records, orders, products, price books, locations, and collections. It maps Shopify customer data to Salesforce Accounts, captures real-time orders as Order objects, syncs product details to Price Books, and records locations/collections as custom objects. Flexible real-time, scheduled, or on-demand syncing ensures unified operations and full data control between platforms.
Have any questions? Feel free to drop an email to support@astreait.com or visit astreait.com to schedule a consultation.