Connect to Salesforce and Shopify

The first step in setting up our contact sync from Salesforce to Shopify, is to authorize the Salesforce Sales Cloud and Shopify elements to connect to your accounts. To do so, you will authenticate with the API providers to create element instances of both Salesforce Sales Cloud and Shopify. We'll walk you through a simple authentication.

Here's a video that show how to create an element instance


Step 1. Authenticate a Salesforce Sales Cloud Instance

In this step you will authenticate an element instance with Salesforce Sales Cloud. As part of that authentication, you will enable events so Cloud Elements can monitor any additions or changes to your list of contacts.

Here's a quick overview about how to authenticate, but you can also walk through detailed instructions here

  1. Find Salesforce Sales Cloud in the Elements Catalog, hover over the card, and click Authenticate
  2. On the Create Instance page, give it a name (we suggest Salesforce Contacts) and turn on events.
  3. In Objects to Monitor for Changes enter Contact.
  4. So we receive event notifications, in Event Notification Callback URL enter https://api.cloud-elements.com/elements/api-v2/events/sfdc.

    Your setup should look like this (note the code example created as you enter data):

    Create SFDC Instance

  5. Click Create Instance, log in to Salesforce and allow the connection to Cloud Elements.

After you authenticate the element instance we suggest that you test it out using the API docs. 

  1. Click Test in the API docs.

  2. Note on the left that we already selected the instance you just created, so any APIs you try execute against that instance. 

  3. Click to open GET /accounts, and then click Try it out.

  4. Scroll down, and then click Execute. The response body includes all of the accounts in your Salesforce account.

When you finish testing, move on to authenticate with Shopify.

Step 2. Authenticate a Shopify Instance

In this step you will authenticate an element instance with Shopify. Because this example creates a one-directional sync from Salesforce to Shopify, you do not need to configure events for Shopify.

  1. Navigate to the Elements Catalog and search for Shopify.
  2. Hover over the element card, and then click Authenticate.

    Like Salesforce, Cloud Elements also uses OAuth 2.0 to authenticate with Shopify, but you also need to configure your Shopify Site Address. Because each element has its own authentication requirements, make sure you check out the Element Guides, such as Shopify's Element Guide.

  3. Name your instance (we suggest Shopify Customers), and then in Shopify Site Address enter the personalized portion of your myshopify.com URL.

    For example, for https://companyName.myshopify.com just enter companyName

  4. Click Create Instance, and then authorize Cloud Elements.

Like the Salesforce Sales Cloud instance, we suggest that you test Shopify out using the API docs. Click Test in the API docs, open GET /customers, click Try it out, and then click Execute. The response body includes all of the contacts in your Salesforce account.

With two authenticated instances, you're now ready to map the Salesforce /contacts object and the Shopify /customers object to a virtual data resource data resource that you define and that contains only the data you want.