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 connectors to connect to your accounts. To do so, you will authenticate with the API providers to create connector instances of both Salesforce Sales Cloud and Shopify. We'll walk you through a simple authentication.

Step 1. Authenticate a Salesforce Sales Cloud Instance

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

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

  1. Find Salesforce Sales Cloud in the Connectors 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
    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 Axway.

After you authenticate the connector 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 to 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 a connector instance with Shopify. Because this example creates one-directional sync from Salesforce to Shopify, you do not need to configure events for Shopify.

  1. Navigate to the Connectors Catalog and search for Shopify.
  2. Hover over the connector card, and then click Authenticate.
    Like Salesforce, Axway also uses OAuth 2.0 to authenticate with Shopify, but you also need to configure your Shopify Site Address. Because each connector has its own authentication requirements, make sure you check out the Connector 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 URL.
    For example, for just enter companyName
  4. Click Create Instance, and then authorize Axway.

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 mapping data resource that you define and that contains only the data you want.

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