Salesforce Customization for a Public Health Nonprofit to sync Shopify customer data with Salesforce based on Shopify ID
100%
Redundancy removed
90%
Accuracy in Customer records
98%
Seamless customer data sync
Overview:
From scattered records to a single automated flow
What You Need to Know
Efficient integration enhanced data accuracy for Girl Trek, eliminating duplications and streamlining customer information with HIC’s tailored Salesforce solutions.
Why It Matters
Shopify, a cloud-based eCommerce platform, facilitates easy store setup, while Salesforce, a CRM leader, consolidates sales, service, and marketing. Shopify Made Easy is the integration connector ensuring real-time sync between Shopify and Salesforce.
What HIC did
HIC Global Solutions resolved Girl Trek’s data integration challenges by customizing the connector for refined searches and utilizing Apex Trigger and Process Builder.
Challenges Faced
Bottlenecks slowing every hand-off
Outdated Records on Purchase:
Existing buyers’ new purchases in Shopify were not updating records in Salesforce, leading to outdated information.
Increased Duplicity and Redundancy:
Increased duplicity and redundancy hindered accurate customer data, causing operational challenges for Girl Trek.
Data Sorting Challenges:
Difficulty in segregating and syncing newly added Shopify customers with existing Salesforce data prompted the need for enhanced data sorting.
Customization issues with Shopify Made Easy
Faced issues in widening their record search on Salesforce with the basic version of the app.
About the Company
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.
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Solutions Offered by HIC
One pipeline, from record discovery to secure delivery
Search based on Shopify ID
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 or creates a new ID if no match is found.
Contact Search based on last name and personal email,
If an existing Salesforce contact lacks a matching Shopify ID, the connector app searches using last name and personal email. If found, the connector updates the contact under the existing Shopify ID; otherwise, a new Shopify ID is created
Work Email Matching
In the third scenario, when the same contact in Salesforce is not found with the last name and personal email 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.
Search with alternate emails
If no match is found with last name and work email, the connector app searches for the contact’s alternate email under the same last name. If found, the existing contact is updated under the same Shopify ID without creating a new ID
Creating New Contact
If the contact is not found with the same last name and alternate email or with any other parameter as mentioned above, the connector app create a new contact in Salesforce with a new Shopify ID.
Creating Automation for Updating Records Automatically
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.
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