Problem Statement

  1. Multiple platforms for managing e commerce products, Order and customer data.
  2. Facing multiple challenges maintaining multiple processes in the process.
  3. Had to spend more than 30 Hours a week for Manually syncing the data across 2 systems i.e Salesforce and Magento.
  4. Challenges about managing complex data structure of Magento for adding products and managing Orders.
  5. Managing the commercials invoicing at multiple portals caused human errors and was time taking.
  6. Managing returns was not tracked in the CRM and was only in the Magento backend.

Solution

Worked on a 2 way sync: Salesforce Data to Shopify and Shopify Data to Salesforce.

Dataloader will be replaced with the custom app we will build to send changes / additions to Utilizing a custom-built Salesforce app which will utilize the Shopify API directly to achieve the intended result. 

Integration with Product, Variants, Orders, Shipment and Refund. 

Kept Salesforce as a Sales person facing Platform. So users will have the data in both places at the same time and will only refer to one place for managing it. 

How did we do it

  • Product will be created and managed in SF. And will be syced to Shopify. 
  • Orders for those products will be pulled from Shopify to SF. 
  • Shipment will be managed in SF and will be pushed to Shopify. 
  • Refund/Dispute/returns will be pulled from Shopify to SF. 

Utilized declarative programming as much as possible to provide succinctness and improve readability and usability of code. 

We used bitbucket for managing the version of code. 

Provided the proper deployment  and data model documentation to On Shore Team.