Salesforce Customization for a Public Health Nonprofit to sync Shopify customer data with Salesforce based on Shopify ID
About the Client
Our client Girl Trek is a leading public health Nonprofit that is dedicated to inspiring African-American females and young ladies to utilize walking as a practical first step to promote healthy lifestyles, households, and communities.
In addition to walking, GirlTrek’s active members back local and national laws to raise physical activity through walking, enhance access to secure areas to walk, safeguard and retake green areas, and boost the walkability built environments of 50 highly-demanding communities around the United States.
In addition to walking, GirlTrek’s active members back local and national laws to raise physical activity through walking, enhance access to secure areas to walk, safeguard and retake green areas, and boost the walkability built environments of 50 highly-demanding communities around the United States.
Challenges faced
Our client Girl Trek has been using the Shopify Made Easy connector app to integrate their Shopify store data with Salesforce.
- They faced challenges when the existing buyers made a new purchase in the Shopify account, and the records would not get updated with the existing contacts in Salesforce.
- As a result, there were increased duplicity and redundancy, which caused hindrance in pulling accurate customer data.
- So, they needed more data sorting to segregate and sync newly added customers on Shopify with the existing data on Salesforce based on email id.
- They approached us to enable the Shopify Made Easy connector app to look for existing customers on Salesforce based on Shopify Id whenever a new buyer creates an account or; the existing customer makes any purchase.
- They presented us with three scenarios where they wanted the connector app to look for all possible combinations with Work email, last name, personal email, and alternate email.
Key Improvement for Client
Redundancy removed
0
%
Accuracy in Customer records
0
%
Seamless customer data sync
0
%
Solutions Offered
HIC Global Solutions, a registered Salesforce Crest partner, was brought to address these pressing concerns. Our developers sat for a brainstorming session to offer a suitable solution to our client.
We offered to create customization on their Salesforce org and developed an APEX Trigger on their org, which enabled the Shopify Made Easy connector app to perform the following actions under their specified criteria-
- As a result of the trigger set, the Shopify Made Easy connector app looks for an existing contact in Salesforce based on the Shopify ID whenever a new buyer creates a new account on Shopify. If the customer with Shopify ID pre-exists, then the contact will be updated in the same id, and if not, then a new Shopify id will be created.
- Secondly, when an existing contact in Salesforce is not found with the same Shopify Id, the connector app searches the contact with last name and personal email. If the contact is found with this combination, the connector updates the existing contact in the same Shopify ID, or else, a new Shopify ID is created.
- In the third scenario, when the same contact in Salesforce is not found with the last name and personal mail id, then the connector app looks for contact with the same last name and work email. If the last name and work email combination match, then the connector updates the existing contact in the same Shopify ID.
- In another possible scenario, when the same contact with the combination of last name and work email address is not found, the connector app will search for the existing contact with the same last name with an alternate email. In case, the contact is found with the same last name and alternate email, no new ID will be created and the connector app will update the existing contact with the same Shopify ID.
- And, if the contact is not found with the same last name and alternate email or with any other above-mentioned parameter, then the connector app will create a new contact in Salesforce with a new Shopify ID.
- In another solution, We created automation for new records to auto-update new fields from email fields, helping the client Sync their Shopify Product images into Salesforce as Attachments.
Result:
- Error-free Customer records.
- Duplicate entry is avoided.
- Email-to-Lead to store the contact information of the sender in Salesforce.
- Customers' Records are updated in real-time.
- Enhanced ability to assign and update the right records to the right Customer account with all possible combinations.
- Save time by removing hassle by automating customer data sync.
Work Done
India 
USA
UK
Canada