Shopify + Salesforce Order Management Connector
Shopify + Salesforce Order Management Connector
Shopify + Salesforce Order Management Connector
In order to remove friction in the buying experience, brands first have to remove friction within their own operations. And one of the biggest points of friction is the disconnect between the purchase and fulfillment. For companies on Shopify and Salesforce, we have a solution that synchronizes customer data, product pricing, and the fulfillment process seamlessly.
In order to remove friction in the buying experience, brands first have to remove friction within their own operations. And one of the biggest points of friction is the disconnect between the purchase and fulfillment. For companies on Shopify and Salesforce, we have a solution that synchronizes customer data, product pricing, and the fulfillment process seamlessly.
In order to remove friction in the buying experience, brands first have to
remove friction within their own operations. And one of the biggest points of friction
is the disconnect between the purchase and fulfillment.
For companies on Shopify and Salesforce, we have a solution that synchronizes
customer data, product pricing, and the fulfillment process seamlessly.
Act on Purchases in Real Time
Act on Purchases in Real Time
Act on Purchases in Real Time
Even with a strong ecommerce platform and order management system, many brands still find themselves manually uploading data or waiting on batch exports to begin the fulfillment process. Our bi-directional Shopify and Salesforce OMS connector eliminates that operational gap and allows both platforms to function as a single, unified commerce architecture.
Reduce manual operational overhead, improve data accuracy across systems, accelerate order fulfilment, and support a more consistent and responsive customer experience. And if you’re looking to scale, we configure the connector to your specific business to ensure no additional operational complexity.
Even with a strong ecommerce platform and order management system, many brands still find themselves manually uploading data or waiting on batch exports to begin the fulfillment process. Our bi-directional Shopify and Salesforce OMS connector eliminates that operational gap and allows both platforms to function as a single, unified commerce architecture.
Reduce manual operational overhead, improve data accuracy across systems, accelerate order fulfilment, and support a more consistent and responsive customer experience. And if you’re looking to scale, we configure the connector to your specific business to ensure no additional operational complexity.
The Four Synchronization Capabilities
The Four Synchronization Capabilities
The Four Synchronization Capabilities
We’ve organized our Shopify-Salesforce OMS connector around four core synchronisation capabilities that address a distinct and critical layer of the commerce operation.
We’ve organized our Shopify-Salesforce OMS connector around four core synchronisation capabilities that address a distinct and critical layer of the commerce operation.
We’ve organized our Shopify-Salesforce OMS connector around four core synchronisation capabilities that address a distinct and critical layer of the commerce operation.
Customer Profile Synchronization
Customer Profile Synchronization
Customer Profile Synchronization
To meet consumer expectations of relevance and ease, brands must have customers’ data up to date and centralized in real time. Our integration syncs customer profile data (including contact details, order history, and preferences) from Shopify to Salesforce OMS immediately after every transaction.
This creates:
To meet consumer expectations of relevance and ease, brands must have customers’ data up to date and centralized in real time. Our integration syncs customer profile data (including contact details, order history, and preferences) from Shopify to Salesforce OMS immediately after every transaction.
This creates:
A unified customer database that eliminates duplication and ensures that every team is working from the same up-to-date record
A more meaningfully improved CRM capability
A stronger foundation for personalization by drawing on real-time, accurate data
Product and Pricing Synchronization
Product and Pricing Synchronization
Product and Pricing Synchronization
There’s nothing worse than a customer trying to purchase a
product on the storefront only to realize the inventory
doesn’t match. We remove this likelihood by keeping product catalogues and pricing structures consistent between Shopify and Salesforce.
This synchronization:
There’s nothing worse than a customer trying to
purchase a product on the storefront only to realize
the inventory doesn’t match. We remove this
likelihood by keeping product catalogues and pricing structures consistent between Shopify and Salesforce.
This synchronization:
Harnessing the power of modern platforms, we design and implement scalable, future-ready digital solutions. Our approach combines global expertise and local talent to deliver seamless technology experiences that drive business growth.
There’s nothing worse than a customer trying to purchase a product on the storefront only to realize the inventory
doesn’t match. We remove this likelihood by keeping product catalogues and pricing structures consistent between Shopify and Salesforce.
This synchronization:
There’s nothing worse than a customer trying to purchase a product on the storefront only to realize the inventory doesn’t match. We remove this likelihood by keeping product catalogues and pricing structures consistent between Shopify and Salesforce.
This synchronization:
Prevents pricing discrepancies
Prevents pricing discrepancies
Simplifies inventory management through a reliable, shared view of what is being sold and at what price
Simplifies inventory management through a reliable, shared view of what is being sold and at what price
Supports cleaner reconciliation, more reliable margin analysis, and audit-ready revenue figures by flowing data directly into financial reporting
Supports cleaner reconciliation, more reliable margin analysis, and audit-ready revenue figures by flowing data directly into financial reporting
Order
Synchronization
Order
Synchronization
Order
Synchronization
The fulfillment process should begin as soon as an order
is placed. Our integration triggers fulfillment workflows
without delay by pushing an order immediately from Shopify to Salesforce.
This synchronization ensures:
We craft intuitive, user-centered designs that balance functionality with aesthetics. By aligning design with business goals, we create digital experiences that engage customers and strengthen brand identity.
The fulfillment process should begin as soon as an order is placed. Our integration triggers fulfillment workflows without delay by pushing an order immediately from Shopify to Salesforce.
This synchronization ensures:
Pick, pack, and ship processes begin the moment an order lands
Pick, pack, and ship processes begin the moment an order lands
Fulfillment times are reduced, the customer experience improves, and the risk of errors introduced by manual processing or batch imports is removed
Fulfillment times are reduced, the customer experience improves, and the risk of errors introduced by manual processing or batch imports is removed
Order data consistency is maintained across both platforms throughout the order lifecycle, providing a single version of the truth
Order data consistency is maintained across both platforms throughout the order lifecycle, providing a single version of the truth
Order Processing Synchronization
Order Processing Synchronization
Order Processing Synchronization
The post-purchase experience should be just as seamless
as the checkout. We make sure that once in Salesforce, the platform's order orchestration engine manages the full downstream fulfilment process.
This synchronization allows for:
We build dedicated teams tailored to your project needs, combining top onshore leadership with highly skilled offshore talent. Our staffing model ensures agility, expertise, and cost efficiency while maintaining premium quality.
The post-purchase experience should be just as seamless as the checkout. We make sure that once in Salesforce, the platform's order orchestration engine manages the full downstream fulfilment process.
This synchronization allows for:
Orders to be routed to the appropriate fulfillment location based on inventory availability, proximity, and configured business rules
Orders to be routed to the appropriate fulfillment location based on inventory availability, proximity, and configured business rules
Real-time order tracking to be maintained and can be surfaced back to the customer via Shopify
Real-time order tracking to be maintained and can be surfaced back to the customer via Shopify
The support of four non-standard workflows: Order cancellation, order returns, order discounts, and address updates
The support of four non-standard workflows: Order cancellation, order returns, order discounts, and address updates
Why Kasama
Why Kasama
As a long-time partner of both Salesforce and Shopify, we have deep expertise around both ecosystems, as well as a number of other platforms. And we operate as a true partner, serving as an extension of our clients' teams to bring deep platform expertise, speed, and a service-first mindset.
As a long-time partner of both
Salesforce and Shopify, we have deep expertise around both ecosystems,
as well as a number of other platforms. And we operate as a true partner,
serving as an extension of our clients' teams to bring deep platform expertise, speed, and a service-first mindset.
Ready to streamline the entire
buying journey?
Ready to streamline the entire
buying journey?
Ready to streamline the
entire buying journey?
Don’t waste time and money manually handling data and operations
between your Shopify and Salesforce platforms. Our connector frees up your
teams while improving accuracy and delivering a better customer experience.
Learn how we can integrate our connectors into your systems to meet your needs.
Don’t waste time and money manually handling data and operations between your Shopify and Salesforce platforms. Our connector frees up your teams while improving accuracy and delivering a better customer experience.
Learn how we can integrate our connectors into your systems to meet your needs.
Don’t waste time and money manually handling data and operations between
your Shopify and Salesforce platforms. Our connector frees up your teams
while improving accuracy and delivering a better customer experience.
Learn how we can integrate our connectors into your systems to meet your needs.
Commerce moves fast.
We move faster.
Commerce moves fast.
We move faster.
