How to Explore Sync Made Easy in a Salesforce Test Drive Org

In this guide, we will walk you through how to use Sync Made Easy in a Test Drive Org. If you want to explore the app before setting it up in your own Salesforce environment, the Test Drive Org gives you a simple way to get started.

You can connect a test Shopify store, explore the Shopify Salesforce integration, and see how data moves between both platforms. It also lets you understand the available features and test different use cases without affecting your live Salesforce data.

Follow the steps below to get started and explore Sync Made Easy.

Step 1: Go to Google (or any search engine), search for “Sync Made Easy AppExchange”, and open the link.

Step 2: You will be redirected to AppExchange. Click on the “Try It” button.

Step 3: Choose “Try in a test drive org” and click the “Continue to Test Drive” button.

Step 4: Click on the “Start Test Drive” button to proceed.

Step 5: You will be redirected to the Shopify Store Setup page. Here, connect your Shopify staging store to begin exploring the Salesforce Shopify integration in the Test Drive Org.

Note: To know how to add a new store, refer to “How to Add Multiple Stores in Sync Made Easy” Step Guide.

Step 6: Once your store is added, click Save & Next and configure the next steps if needed, or continue by clicking Save & Next.

Step 7: Go to your Shopify store, create a customer, and copy the Shopify ID from the URL.

Step 8: Paste the copied Shopify ID in the global search and press enter. The related Account and Contact will be displayed.

Step 9: Open the Account and go to the Details section. You will see that the Shopify ID and Store fields are populated.

Note: You can follow the same approach to test Products, Paid Orders, Draft Orders, Collections, or Location/Inventory. Create the required record in Shopify, copy its Shopify ID, and search for it in Salesforce Global Search.

This gives you a quick way to explore how Shopify Stores and their related data appear in Salesforce through Sync Made Easy.

Conclusion

By following the above steps, you can successfully access the Sync Made Easy Test Drive Org, connect a staging store, and test how Shopify data is synchronized with Salesforce without working with your live data.

The Test Drive also gives you an opportunity to explore the best Shopify Salesforce connector – Sync Made Easy, understand its workflow, and see how different records are brought into Salesforce before moving to your own environment.

We hope this article helps! If you still face any issues, feel free to contact us at support@syncmadeasy.com.