How to Initiate Batch Sync for Aligning Shopify records with Salesforce?

The Batch Sync in Shopify Salesforce integration allows you to sync specific Shopify data within a defined time range instead of pulling all historical records. This helps you keep the sync process more efficient, accurate, and organized.

By setting a Start Date and End Date, you can ensure that only the relevant data is synced. So, here are the quick steps to get started with the process.

Step 1: Log in to Salesforce and navigate to SME Settings.

Step 2: Then, click on “SME Pro Feature”.

Step 3: Enable the “Initiate Batch Sync”.

Step 4: So, once the feature is enabled, you can see the options to select any store, start date, and end date.

Step 5: Select the “Store” you want to initiate the batch sync.

Step 6: After that, select the Start Date and End Date, then click on the “Initiate Batch Sync ” button.

Step 7: Here, a confirmation message will appear:

“Batch Sync Initiated successfully for a given time period. You can check this in your Apex Job.”

Conclusion

That’s it! This is how you can easily sync specific data within a defined time range. It improves the overall efficiency of your Shopify Salesforce integration by preventing unnecessary data pulls and system load.

Instead of syncing everything at once and sorting it later, you stay in control of exactly what data moves and when. This makes the process faster and more reliable, especially when handling large volumes of orders, customers, or products.