How to Sync Collections Using Shopify Salesforce Integration

This step-by-step guide will provide you with quick steps on how to sync Shopify collections with Salesforce in real time using a reliable Shopify Salesforce Connector. This process helps you keep your Shopify and Salesforce data aligned, whether you use Manual or Smart Collections. With smooth Shopify integration with Salesforce, you can manage products, collections, and related records easily across both platforms.

Steps to Sync Collections in Shopify Salesforce

Here are the steps to streamline the collection sync using Shopify Salesforce integration.

1. Manual Collection

Step 1: Go to Shopify and create a new collection. Click on “Collections”, then click Add Collection.

Step 2: Add a collection name in the “Title” field.

Step 3: Select the collection type as “Manual” and click the “Save” button.

Step 4: Click the “Browse” button to select a product.

Step 5: Select the desired product and click “Add”.

Step 6: The selected product will now be added to the collection.

Step 7: Copy the “Shopify ID” from the collection URL.

Step 8: Search for the collection in Salesforce by pasting the Shopify ID into the search box (global search).

Step 9: The collection will now be created in Salesforce.

Open this collection to view the details.

Step 10: Navigate to the related collections in Salesforce, where you’ll notice that associated “Collects” have also been created.

2. Smart Collection

Step 1: Create a new collection and enter the “Title” name.

Step 2: Select Collection type as “Smart” and select a “Condition“.

Step 3: Verify that the product has been added to the collection.

Step 4: Copy the “Shopify ID” from the store URL.

Step 5: Paste the Shopify ID in the search box, press Enter, and click on the collection to view its details.

Step 6: Navigate to the related Collections in Salesforce, where you’ll notice that associated “Collects” have also been created.

Conclusion

Syncing Shopify collections to Salesforce in real time brings better visibility, cleaner data, and easier management across both systems. With Sync Made Easy, your Shopify to Salesforce updates happen without delays, helping you maintain organized product groups and reliable records. If you rely on Shopify and Salesforce for daily operations, this setup ensures both stay connected and consistent using a simple Shopify Salesforce integration process. For more details, check out the support.