Case Study Page

Shopify to Salesforce Integration Using a Bridge App

23 May, 2023

A leading eCommerce retailer using Shopify for online sales and Salesforce OMS for order management needed a seamless integration to automate order processing, inventory updates, and customer data synchronization. To achieve this, a custom bridge app was developed to act as the integration layer, ensuring smooth data flow between Shopify and Salesforce.

Project Challenges :

1. Manual Order Processing

  •           Shopify orders were not automatically transferred to Salesforce OMS, requiring manual data entry.
  •           Delays in order fulfillment due to disconnected systems.

2. Inventory Sync Issues

  •        Shopify stock levels did not update when inventory changed in Salesforce, leading to overselling and fulfillment errors.

3. Disjointed Customer Service

    • Support agents in Salesforce Service Cloud could not access real-time Shopify order details.
  •       Long response times for handling order-related customer inquiries.

Solution:

Shopify-Salesforce Integration via a Bridge App

1. Exposing Salesforce API to the Bridge App

    • Since the client required a customized integration, a bridge app was developed to act as the central integration hub between Shopify and Salesforce.
  •       The app consumed the Salesforce OMS API, enabling seamless data exchange.

2. Bridge App Handling Shopify Requests

    • Shopify was configured to send order data to the bridge app via API calls.
  •       The bridge app validated and transformed order data before passing it to Salesforce OMS.

3. Automated Order Processing in Salesforce

    • The bridge app automatically created sales orders in Salesforce OMS, eliminating manual data entry.
  •       Order status updates (e.g., order confirmation, shipping, and fulfillment) were synced back to Shopify through the bridge app.

4. Real-time Inventory Synchronization

    • The bridge app ensured that inventory changes in Salesforce were pushed back to Shopify in real time.
  •       Prevented overselling and stock mismatches across platforms.

Results & Business Impact

📉 Eliminated 90% of manual order entry → Faster and error-free order processing.
⏳ 50% reduction in order fulfillment time → Improved customer satisfaction.
📈 Real-time inventory sync → No more overselling or stock discrepancies.
🎯 Faster customer support responses → 40% improvement in issue resolution time.
🚀 Scalable and cost-effective solution → No dependency on third-party integration tools.

Conclusion

By implementing a custom bridge app, the Shopify-Salesforce integration automated workflows, reduced manual tasks, and enhanced customer service efficiency. The solution provided real-time data flow, scalability, and long-term reliability, allowing the client to focus on business growth without relying on external integration platforms.

  • Services:

    Digital, Marketing

  • Client:

    Kristin Watson

  • Location :

    7529 E. Pecan St.