How to Keep Shopify Orders in Draft Status in Salesforce?

Managing Shopify orders efficiently inside Salesforce is important for teams that want better control over their sales process. With a proper Shopify to Salesforce integration, orders can be synced in a way that gives you flexibility before final confirmation.

In this guide, we will walk you through how Shopify orders are imported into Salesforce as Drafts. When an order is synced from Shopify, it is created in Draft status in Salesforce, allowing you to review it before finalizing. This helps avoid errors, gives better control over orders, allows easy changes before confirmation, and keeps your data accurate. Follow the steps below to easily enable and use this functionality.

Step 1: Log in to Salesforce & in App Launcher search “HIC Sync made easy“, and click on it.

Step 2: Go to “SME Pro Features“

Step 3: Enable the “Preserve Shopify Orders as Drafts in Salesforce” feature toggle button

Step 4: Go to Shopify and create a draft order.

Step 5: Copy the Shopify ID and search it in Salesforce. You will see that the draft order is synced with Draft status in Salesforce.

Step 6: Go back to Shopify and mark the draft order as a paid order.

Step 7: Copy the Shopify ID again and search in Salesforce. Even after marking the order as Paid in Shopify, it still shows as Draft status in Salesforce.

Conclusion

By enabling this feature, you ensure that every Shopify order stays in Draft status in Salesforce, even if it is marked as paid in Shopify. This gives your team enough time to review, verify, and manage orders properly before taking the next step.

A well-configured Shopify Salesforce integration helps maintain clean data and better order control, making your overall Salesforce Shopify workflow smoother and more reliable.

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