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Automating E-Commerce Order Management – Salesforce – Shopify Integration

Automating E-Commerce Order Management – Salesforce – Shopify Integration

Business Scenario:

A growing e-commerce company, SwiftCart, uses Salesforce as its CRM and Shopify as its online store platform. The company struggles with manual order management, which leads to:

  • Delayed order fulfillment
  • Data inconsistencies between Shopify and Salesforce
  • High operational costs due to manual data entry

SwiftCart implements SOLFI’s Zero Code Salesforce Integration to create a real-time, automated order management system without any development effort.

 Solution with SOLFI: Shopify + Salesforce Integration

Real-Time Order Synchronization

Before SOLFI: The inventory management and order management was becoming time consuming in Shopify as it had to be manually entered into Salesforce, leading to processing delays.

After SOLFI: As soon as an order is placed in Shopify, it automatically gets synced with Salesforce via REST API, ensuring real-time updates.

Benefit: Faster order upsert fulfillment and improved customer experience. Upsert is a database operation that allows users to update existing records or insert new records.

Customer Data Sync & CRM Enrichment

Before SOLFI: Customer details had to be manually updated in Salesforce, increasing the risk of human errors.

After SOLFI: Whenever a new customer makes a purchase, the customer record gets created or gets updated in Salesforce, ensuring a 360-degree customer view.

Benefit: More personalized marketing and reduced data duplication.

Inventory Management Automation

Before SOLFI: Inventory updates get delayed, leading to overselling and stockout issues.
After SOLFI: Whenever a purchase is made, inventory gets updated in Salesforce, ensuring real-time stock accuracy.
Benefit: Prevents stockouts resulting in improved inventory planning.

Order Management & Shipping Updates

Before SOLFI: Shipping teams had to manually update order status in Salesforce, causing inefficiencies.

After SOLFI: As soon as an order is shipped, the tracking details get synced back to Salesforce, ensuring customer service teams have up-to-date information.

Benefit: Reduced customer inquiries, better post-purchase experience.

Automated Refunds & Cancellations

Before SOLFI: Refunds and cancellations are manually processed, slowing down customer resolutions.
After SOLFI: SOLFI detects refund requests in Shopify and automatically updates Salesforce, ensuring customer records and reports are always accurate.
Benefit: Faster refunds and improved customer trust.

Key features that can be used in this Integration:

REST API Connectivity: Shopify → Salesforce data sync Real-Time & Bulk Sync: Immediate updates with fallback bulk processing Salesforce CRUD Operations: Auto-create, update, and manage records Secure Authentication: Using Named Credentials for secure API access Audit Trail: Tracks all data transfers for compliance

Business Impact of Using SOLFI for Zero-Code Salesforce Integration

  • Massive Reduction in manual data entry time
  • Faster order fulfillment
  • Improved data accuracy & reduced human errors
  • Enhanced customer experience with real-time updates
  • Significant cost savings on development & IT resources

Conclusion

With SOLFI’s Zero Code Salesforce Integration, SwiftCart seamlessly connects Shopify & Salesforce, improving order management, eliminating manual work and supercharging efficiency. The best part? No coding required! Are you looking to automate your Salesforce integrations? 

 Get in touch with us today to explore how SOLFI can transform your retail business!

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