Salesforce
Read and write support varies by record
Record types covered in the setup guide
| Record types | Coverage and requirements |
|---|---|
| See connector requirements. Confirm field permissions and sync direction. |
CRM · Two-way sync platform
Salesforce and Shopify integration — two-way sync
Keep supported Salesforce and Shopify records aligned with two-way sync. Give each team access to current data while controlling which system can update each field.
- Field mappings and sync direction under your control
- Inspect and resolve record errors in one dashboard
Built for teams where self-serve, reliability and scale matter
Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Example workflow
Product or catalog item sync test
Object-specific availability and field permissions determine this mapping. Use the restrictions shown for each record type.
Starting eventA change involving Salesforce Products and Price Books or Shopify Products needs a defined result in the other system.
Start with Salesforce Products and Price Books and Shopify Products. Use the record-matching and field-ownership rules from your mapping worksheet.
Resolve units, variants, categories, and applicable price lists before order lines.
Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.
What to verifyTest two variants of one product, a changed SKU, and a price that applies to only one market or currency.
Review records and field ownershipMapping essentials
Records and field ownership
Match records by stable IDs and assign an owner for each field. The record notes identify the coverage to check.
Download the mapping worksheetCSV · No email required
| Salesforce record | Shopify record | Record matching | Field ownership |
|---|---|---|---|
| Products and Price BooksProposed record; confirm Stacksync object support.Record matching | ProductsDocumented record: Supported | Distinguish the product ID, variant ID, SKU, and price-list entry; they are not interchangeable keys. | Assign ownership for catalog content, price, and stock separately. |
| AccountsProposed record; confirm Stacksync object support.Customer identity assessment | CustomersDocumented record: Supported | Determine whether each customer represents an individual, a company, or a business-unit relationship before matching it to a contact or organization. Retain the source customer ID and destination ID; names and email alone are insufficient. | Separate the customer relationship from contact details, billing authority, and consent. Choose an owner for each field after identifying whether the customer is a person or company. |
| ContactsProposed record; confirm Stacksync object support.Customer identity assessment | CustomersDocumented record: Supported | Determine whether each customer represents an individual, a company, or a business-unit relationship before matching it to a contact or organization. Retain the source customer ID and destination ID; names and email alone are insufficient. | Separate the customer relationship from contact details, billing authority, and consent. Choose an owner for each field after identifying whether the customer is a person or company. |
Use writable fields from the connected accounts. Read values from read-only fields without writing changes back to them, and define deletion handling separately.
Why teams connect Salesforce and Shopify
Put your Salesforce and Shopify data to work
Start with the work your team needs to complete: keep records up to date, make operational data available for reporting, or move data to a new system. Choose one Salesforce and Shopify workflow to test, define what success looks like, and decide who handles failed updates.
Sync Accounts, Contacts, and Opportunities bi-directionally with Postgres so engineering teams read and write CRM data with plain SQL.
Write product usage metrics computed in a warehouse onto Account and Contact fields so reps see adoption signals on the record.
Sync orders, customers, and inventory into Postgres for operational reporting across stores.
Keep customer records aligned between Shopify and a CRM for segmentation and lifetime-value analysis.
What records can you sync?
Start with the records your workflow needs. Check each system’s read and write requirements before mapping fields.
Shopify
Read and write support varies by record
Record types covered in the setup guide
| Record types | Coverage and requirements |
|---|---|
| ✅ Supported. Confirm field permissions and sync direction. |
Connection essentials
Review how each system connects, detects changes, and permits access to your records.
View setup requirements and limits| Connection requirement | Salesforce | Shopify |
|---|---|---|
| Integration interface | REST, SOAP, and Bulk APIs | GraphQL Admin API (primary) and REST Admin API (legacy) |
| Authentication | OAuth login via a Salesforce user | OAuth via a custom Shopify app |
| Change detection | Stacksync uses Apex triggers where permitted, or regular incremental polling when triggers cannot be used. | The saved Stacksync guide does not specify the change-detection mechanism. |
| Read access | Available for supported records | Available for supported records |
| Write access | Available for supported records | Available for supported records |
Enterprise controls
Security and control for your integrations
Explore security controlsCompliance and data transfers
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
- SOC 2 Type II
- ISO 27001
- HIPAA BAA
- GDPR
- CCPA
- DPF US-EU-UK-CH
SSO & SCIM
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Alerts
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Secure connection options
Securely connects to your systems with:
Record-level recovery
Inspect sync errors and use retry and revert controls to resolve failed updates.
Read the recovery guideImplementation
Technical reference
Review setup, record relationships, testing, and recovery for your implementation.
Authentication, permissions and API limits
Connection requirements and limits
Salesforce
- Integration interface
- REST, SOAP, and Bulk APIs
- Authentication
- OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode
- Change detection
- Stacksync uses Apex triggers where permitted, or regular incremental polling when triggers cannot be used. Confirm the selected mode for each object.
- Read access
- Available for supported records
- Write access
- Available for supported records
Setup requirements
- Authorize a Salesforce user with API access. Check whether the selected objects can use Apex triggers or require polling.
- Test in a sandbox and make the intended objects and fields visible to the connected user.
Limitations to check
- Object eligibility depends on write access and the selected detection mode. Non-triggerable objects cannot use trigger mode.
- Read-only and formula fields need separate handling; a Salesforce platform capability does not establish support for every object.
Technical documentation
- Authorize Salesforce
- Enable API Access in Salesforce
- Fix the Salesforce OAuth Error
- Formula Fields
- Make Custom Fields Visible
- Salesforce
Documentation reviewed 2026-09-15. Check the linked guides for current account and record requirements.
Shopify
- Integration interface
- GraphQL Admin API (primary) and REST Admin API (legacy)
- Authentication
- OAuth via a custom Shopify app: admin creates an app in the Shopify Dev Dashboard, enables required API scopes, sets the Stacksync redirect URL, then supplies shop name + Client ID and Client Secret to Stacksync
- Change detection
- The saved Stacksync guide does not specify the change-detection mechanism. Confirm it for the selected objects.
- Read access
- Available for supported records
- Write access
- Available for supported records
Setup requirements
- Have the Shopify administrator create the custom app described in the connection guide and configure its required scopes and redirect URL.
- Supply the shop name, client ID, and client secret through the Stacksync authorization flow.
Limitations to check
- The saved catalog lists six supported object types. Objects outside that list require confirmation. The connector documents two-way sync; confirm writable fields and operations for each selected object.
Technical documentation
Documentation reviewed 2026-09-15. Check the linked guides for current account and record requirements.
Prepare Salesforce and Shopify access
Set up both accounts before testing the mapping. Use test records where available, and identify the account administrator who can approve access and help resolve setup errors.
Salesforce setup checklist
- Authorize a Salesforce user with API access. Check whether the selected objects can use Apex triggers or require polling.
- Test in a sandbox and make the intended objects and fields visible to the connected user.
Setup guides: Authorize Salesforce
Shopify setup checklist
- Have the Shopify administrator create the custom app described in the connection guide and configure its required scopes and redirect URL.
- Supply the shop name, client ID, and client secret through the Stacksync authorization flow.
Setup guides: Authorize Shopify
Prepare to go live
Record the fields each system can update, the first-load cutoff, both record IDs, the expected update delay, and who handles errors. Complete the tests before production before expanding to more records.
Use the Salesforce and Shopify planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.
Record identity and field ownership
Keep each record tied to its source ID. Use the references below to choose field owners and preserve relationships between records.
Download the mapping worksheet · CSV, no email required
Record matching
Products and Price Books / Products
Compare whether Salesforce Products and Price Books and Shopify Products describe the same product or catalog item in your business.
Object-specific availability and field permissions determine this mapping. Use the restrictions shown for each record type.
- Salesforce
- Object support to establish
- Shopify
- Documented record · ✅ Supported
- Record identity
- Distinguish the product ID, variant ID, SKU, and price-list entry; they are not interchangeable keys.
- Field ownership
- Assign ownership for catalog content, price, and stock separately.
Fields to include
- Source product ID
- SKU or variant reference
- Description
- Unit of measure
- Price-list reference
- Record dependencies
- Resolve units, variants, categories, and applicable price lists before order lines.
- Validation
- Test two variants of one product, a changed SKU, and a price that applies to only one market or currency.
- Recovery
- Repair the variant or price-list reference before retrying affected order lines; preserve existing transaction prices.
References: Salesforce: Products and Price Books documentationShopify: Products documentation
Customer identity
Accounts / Customers
Before linking Salesforce Accounts to Shopify Customers, check whether the customer is an individual or a company. Match the correct record type in each system.
Object-specific availability and field permissions determine this mapping. Use the restrictions shown for each record type.
- Salesforce
- Object support to establish
- Shopify
- Documented record · ✅ Supported
- Record identity
- Determine whether each customer represents an individual, a company, or a business-unit relationship before matching it to a contact or organization. Retain the source customer ID and destination ID; names and email alone are insufficient.
- Field ownership
- Separate the customer relationship from contact details, billing authority, and consent. Choose an owner for each field after identifying whether the customer is a person or company.
Fields to include
- Source customer ID
- Person/company classification
- Legal entity or business unit
- Destination identity reference
- Record dependencies
- Resolve person or company type, legal entity, business role, and any billing account before transactions.
- Validation
- Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.
- Recovery
- Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.
References: Salesforce: Accounts documentationShopify: Customers documentation
Customer identity
Contacts / Customers
Before linking Salesforce Contacts to Shopify Customers, check whether the customer is an individual or a company. Match the correct record type in each system.
Object-specific availability and field permissions determine this mapping. Use the restrictions shown for each record type.
- Salesforce
- Object support to establish
- Shopify
- Documented record · ✅ Supported
- Record identity
- Determine whether each customer represents an individual, a company, or a business-unit relationship before matching it to a contact or organization. Retain the source customer ID and destination ID; names and email alone are insufficient.
- Field ownership
- Separate the customer relationship from contact details, billing authority, and consent. Choose an owner for each field after identifying whether the customer is a person or company.
Fields to include
- Source customer ID
- Person/company classification
- Legal entity or business unit
- Destination identity reference
- Record dependencies
- Resolve person or company type, legal entity, business role, and any billing account before transactions.
- Validation
- Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.
- Recovery
- Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.
References: Salesforce: Contacts documentationShopify: Customers documentation
Business process
Opportunities / Orders
Approved sales handoff: Salesforce Opportunities provides context for Shopify Orders. These are related records, not equivalent entities.
Object-specific availability and field permissions determine this mapping. Use the restrictions shown for each record type.
- Salesforce
- Object support to establish
- Shopify
- Documented record · ✅ Supported
- Record identity
- Link the originating deal ID to a newly assigned order ID; do not reuse the deal ID as an order number.
- Field ownership
- Define the approval event and the customer/product data required to create an order. A sales stage alone must not authorize every order.
Fields to include
- Source record reference
- Destination record reference
- Approved handoff state
- Duplicate-detection key
- Record dependencies
- Map the customer and sales pipeline before the opportunity; map stage values deliberately.
- Validation
- Repeat the approved handoff and verify that it locates the existing order; test a reopened deal without silently cancelling fulfillment.
- Recovery
- Suspend downstream creation for a rejected deal and review whether an order already exists before retrying.
References: Salesforce: Opportunities documentationShopify: Orders documentation
Compare integration approaches
This pair can involve both record sync and process handoffs. Keep the Opportunities / Orders relationship explicit: copying fields and creating a downstream business transaction require different validation.
Stacksync managed sync
- Best fit
- Two-way sync for supported objects. Choose the records, writable fields, and permissions for your workflow.
- Operating responsibility
- Fits ongoing record synchronization when the required operations are supported. Add workflow steps for approvals or business actions that go beyond copying fields.
- Before you choose
- Check record matching: Distinguish the product ID, variant ID, SKU, and price-list entry; they are not interchangeable keys. Verify field coverage, deletion handling, and how changes are detected.
Native vendor integration
- Best fit
- A vendor-built integration may fit if it supports your Salesforce and Shopify record types.
- Operating responsibility
- Can reduce setup for a supported workflow. You may need another method for records or business steps it does not cover.
- Before you choose
- First check whether either vendor offers this integration. If available, verify Products and Price Books / Products, update direction, account tier, and related-record handling.
Custom API or workflow
- Best fit
- Consider explicit orchestration for the Opportunities / Orders handoff.
- Operating responsibility
- Provides control over business steps; the team owns credentials, version changes, error queues, and reconciliation.
- Before you choose
- Verify endpoint permissions, pagination, quotas, duplicate detection, and failure recovery.
File or scheduled snapshot
- Best fit
- Consider for a one-time Salesforce / Shopify migration or a reporting need with an explicit freshness window.
- Operating responsibility
- Can simplify a bounded transfer; later changes and deletion history require another extraction or a separately designed incremental process.
- Before you choose
- Record the extraction cutoff, source IDs, encoding, date/number formats, and reconciliation totals.
Workflow scenarios and expected results
Product or catalog item sync test
Object-specific availability and field permissions determine this mapping. Use the restrictions shown for each record type.
Starting event: A change to the selected Products and Price Books or Products record needs a defined result in the other system.
- Start with Salesforce Products and Price Books and Shopify Products. Use the record-matching and field-ownership rules from your mapping worksheet.
- Resolve units, variants, categories, and applicable price lists before order lines.
- Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.
Expected result: Test two variants of one product, a changed SKU, and a price that applies to only one market or currency.
If it fails: Repair the variant or price-list reference before retrying affected order lines; preserve existing transaction prices.
Customer sync test
Object-specific availability and field permissions determine this mapping. Use the restrictions shown for each record type.
Starting event: A change to the selected Accounts or Customers record needs a defined result in the other system.
- Start with Salesforce Accounts and Shopify Customers. Use the record-matching and field-ownership rules from your mapping worksheet.
- Resolve person or company type, legal entity, business role, and any billing account before transactions.
- Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.
Expected result: Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.
If it fails: Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.
Customer sync test
Object-specific availability and field permissions determine this mapping. Use the restrictions shown for each record type.
Starting event: A change to the selected Contacts or Customers record needs a defined result in the other system.
- Start with Salesforce Contacts and Shopify Customers. Use the record-matching and field-ownership rules from your mapping worksheet.
- Resolve person or company type, legal entity, business role, and any billing account before transactions.
- Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.
Expected result: Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.
If it fails: Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.
Coordinate Shopify commerce data with Salesforce
Validate the selected objects and operations even where connector-level direction is documented.
Starting event: A catalog, order, or fulfillment change in Shopify matters to Accounts or Contacts.
- Choose the commerce entity from Products or ProductVariants; separate products, variants, orders, and fulfillments.
- Preserve order and line references through the Salesforce process. Define many-to-one or one-to-many relationships explicitly.
- Assign separate ownership for commercial approval, inventory, and fulfillment, including partial cancellations or returns.
Expected result: A split fulfillment and repeated request preserve line quantities without duplicate orders or shipments.
If it fails: Look up existing downstream records before retrying creation; reconcile current order and fulfillment states.
Initial load and acceptance testing
Keep both record IDs with the expected and actual result. Reconcile the same filters and time window in each system.
Products and Price Books / Products
Test case
Test two variants of one product, a changed SKU, and a price that applies to only one market or currency.
Expected result
The expected product or catalog item relationship is preserved with no duplicate action or unintended write.
Accounts / Customers
Test case
Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.
Expected result
The expected customer relationship is preserved with no duplicate action or unintended write.
Contacts / Customers
Test case
Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.
Expected result
The expected customer relationship is preserved with no duplicate action or unintended write.
Opportunities / Orders
Test case
Repeat the approved handoff and verify that it locates the existing order; test a reopened deal without silently cancelling fulfillment.
Expected result
The expected deal or opportunity relationship is preserved with no duplicate action or unintended write.
Direction and permissions
Test case
Check that each connected account can read and write the chosen objects. Exercise both directions with a test record before enabling production changes.
Expected result
Only an approved, supported direction and permitted fields are written.
Freshness and reconciliation
Test case
Measure source and destination times for the selected records under normal load and a burst. Reconcile IDs and values using the same filters and cutoff.
Expected result
The process meets its agreed freshness target and reconciliation has no unexplained differences.
Failed updates, retries and recovery
Start with the failed record and the destination error, then inspect the source value, field requirements, and access.
Rejected or repeated product or catalog item change
Investigate
Inspect Salesforce Products and Price Books and Shopify Products, their IDs, and the destination error.
Next action
Repair the variant or price-list reference before retrying affected order lines; preserve existing transaction prices.
Rejected or repeated customer change
Investigate
Inspect Salesforce Accounts and Shopify Customers, their IDs, and the destination error.
Next action
Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.
Rejected or repeated customer change
Investigate
Inspect Salesforce Contacts and Shopify Customers, their IDs, and the destination error.
Next action
Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.
A record type or update is unavailable
Investigate
Check the Salesforce and Shopify connector guides, account permissions, and any operations marked On Request.
Next action
Ask the integration team to confirm a supported way to handle that record. Verify whether it needs connector configuration or a separate workflow step.
Source and destination disagree after a retry
Investigate
Compare current source values, destination validation, identity mappings, and any side effects already completed.
Next action
Stacksync issue retry reads the current source state. Decide the intended state before retrying or reverting; reconcile downstream effects separately.
Read the Stacksync issues dashboard guide for retry and revert behavior.
Change detection and update delivery
How updates move between Salesforce and Shopify
See how each system detects changes and which updates the other system can receive. Each direction has its own permissions and record requirements.
Salesforce Shopify Timing depends on the connected systems
Detect changesStacksync uses Apex triggers where permitted, or regular incremental polling when triggers cannot be used. Confirm the selected mode for each object.
Apply updatesSelected writable fields update in Shopify. Its permissions and validation rules still apply; rejected records can be inspected in the Issues dashboard.
Shopify Salesforce Timing depends on the connected systems
Detect changesThe saved Stacksync guide does not specify the change-detection mechanism. Confirm it for the selected objects.
Apply updatesSelected writable fields update in Salesforce. Its permissions and validation rules still apply; rejected records can be inspected in the Issues dashboard.
Update timing and record limits
- Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
FAQ
Salesforce and Shopify integration FAQ
-
Stacksync connects Salesforce and Shopify with two-way sync for supported records. Authorize the accounts, select the record types, and map compatible fields. Both connectors support reading and writing; object permissions determine the available fields. Use the Issues dashboard to inspect and resolve rejected updates.
-
Stacksync supports two-way sync between writable records in both systems. The chosen objects and fields must permit updates in both directions. Read-only fields can supply values but cannot receive updates. Stacksync can read database views; it does not write back to the view.
-
Prepare both accounts, the selected object schemas, stable source and destination IDs, and the expected outcome. Authorize a Salesforce user with API access. Check whether the selected objects can use Apex triggers or require polling. Have the Shopify administrator create the custom app described in the connection guide and configure its required scopes and redirect URL. Use the pair worksheet to record ownership and acceptance criteria.
-
Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
-
No. Stacksync documents that pre-existing duplicates are not merged automatically when two-way sync begins. Review the initial dataset and matching plan before enabling it; an empty destination can simplify the first load.
-
Start with one business entity and a stable record ID. Map a small set of editable fields with compatible types, test required values and relationships, then expand after the pilot passes.
-
Check the destination error, field constraints, permissions, and current source value. The Stacksync issues dashboard supports retry and revert; retry reads current source values, so verify the intended record state before acting.
-
Use the current Stacksync pricing page and confirm the supported implementation with the team. Scope the required objects, record volume, update frequency, initial load, and support needs when comparing a managed connector with native or custom development.
-
Start by reviewing Products and Price Books in Salesforce and Products in Shopify. Check how these records relate in your workflow, then confirm the actual fields and supported operations. Test record matching and one failed or repeated update before adding more records.
-
This pair can involve both record sync and process handoffs. Keep the Opportunities / Orders relationship explicit: copying fields and creating a downstream business transaction require different validation.
Integration directory
Related integrations
Review documented support, sync direction, and setup requirements on each pair page. Search all 563 integrations listed for Salesforce and Shopify.
Popular · 8 of 563
-
Salesforce and Veeva CRM -
Salesforce and Vtiger CRM -
Salesforce and Zoho SalesIQ -
Salesforce and ZoomInfo -
Shopify and Seismic -
Shopify and Xactly -
Shopify and Gong -
Shopify and Crustdata
No integrations match .
Next step
See your workflow in Stacksync
Walk through your Salesforce and Shopify records, field mappings, and requirements with an integration engineer.
