Shopify Integration with Salesforce
Apr10

Shopify Integration with Salesforce

I have worked in Salesforce space for the past ten years and is the proud founder of the Salesforce Consulting company named Cloud Analogy. I have worked with our global clients to render Salesforce Consulting services in data migration, data integration and customized Salesforce solutions. Today, I am here to share my experiences about our client who wanted us to integrate Shopify with Salesforce. First, let us understand “What is Shopify?”. What is Shopify? Shopify is an e-commerce platform that comes with varied e-commerce and Point of sale features. These are what lets you start, manage and grow your business. This is one place where we can build our online store to manage our users. There is a Shopify online store builder that enables to customize the look and feel of an online store builder. Now, let us delve into the best CASE STUDY we have so far.   CASE STUDY-Requirements The requirements from the client were two of the following tasks: In the Shopify Store for the client, the user fills a registration form and submits the same form. A request is sent to the Salesforce and the system checks the same details inside the Contact object. If it exists, then only a corresponding client is created inside Shopify with details such as First name, last name, email address, and password.   In the situation, when the same details are not found in the Contact details of Salesforce, then an alert message is displayed as in the below figure.     The below figure shows how contact is created in Salesforce.     The second task was to integrate Shopify with Salesforce to add a tag in the customer profile. The already existing tag for the above customer profile in the above screen was that of participation tag. It was basically a picklist dependent Salesforce field and the client wanted us to reflect to the customer profile of Shopify. Let us now come to the solution that was provided by us. The Solution In the Salesforce Membership object, there is a picklist field.   On selecting a specific record in Salesforce, we arrive at the membership details page. This is where we can change the membership level say platinum, from a picklist field as shown in the below diagram.     After a change in the picklist value, the same value will be reflected in the Shopify page, after refreshing the page. The tag is changed to reflect the change in the picklist value. This we had done by implementation of a trigger that passes the change to the picklist value and sets it to put a request...

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Zoho To Salesforce Data Migration
Oct17

Zoho To Salesforce Data Migration

Zoho CRM is inexpensive when compared with other CRM’s. That’s why it is preferred CRM for small scale organisations and start-ups. Transferring all data from Zoho CRM to Salesforce and integrating and extending all necessary functionalities in Salesforce platform in a very swift,fast and secure environment. So basically except the customization part, the main thing is request to move data. It is generally the transfer of data from one salesforce platform to other. There are two ways to transfer data from Zoho to Salesforce: Using Data Loader Integrating Zoho with Salesforce using third party tools After some point people generally prefer to migrate from Zoho CRM because of the following limitations of this CRM: Zoho don’t have extensive third party support  such as that of salesforce has in Appexchange It is easy to create Custom Dashboards in Salesforce as it is not flexible and customizable in Zoho Zoho do not allow you to integrate with any other mail like Outlook or Gmail as it has it’s own mail as Zoho Mail but it is not much user-friendly Document Management is not as simple as that of Salesforce LET’S START WITH THE MIGRATION-DATA LOADER: Data loader is a data migration tool and we export data in CSV files and then transfer it to Salesforce. Here are the stepwise instructions to migrate your data to Salesforce and experience the all new CRM: Click on setting gear icon in right upper corner-> Setup-> Data Administration-> Export Select the object which you want to export to Salesforce from the Dropdown Menu. Remember we can export maximum of 3000 records at a time from Zoho account. It generates a .CSV file which can be easily uploaded to salesforce official website. Create database in Salesforce with all the headers as the fields and don’t discard the Zoho generated ID as Zoho same as Salesforce provides you with unique ID and it can be used later for several mappings. Now use data loader and import your .CSV file and get started with the all new...

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Salesforce Web Service Testing Tool
May06

Salesforce Web Service Testing Tool

WEB SERVICES Web service or API is a collection of procedures or software components that help an application to interact or perform some process/transaction by forming a connection between other application or server. There are basically two types of web service – REST and SOAP to drive the communication of data and information over internet protocol. Two specifications for Web Services are illustrated in this section: SOAP, REST SOAP SOAP was originally part of the specification that included the Web Services Description Language (WSDL) and Universal Description, Discovery, and Integration (UDDI).It is an XML-based protocol for accessing web services. SOAP defines a standard communication protocol (set of rules) specification for XML-based message exchange. SOAP uses different transport protocols, such as HTTP and SMTP. The standard protocol HTTP makes it easier for SOAP model to tunnel across firewalls and proxies without any modifications to the SOAP protocol. SOAP can sometimes be slower than middleware technologies like CORBA or ICE due to its verbose XML format. SOAP messages are hard-coded or generated without the use of a repository. The interaction is illustrated in the figure below. Representation State Transfer (REST) Representation State Transfer (REST) appeals to developers because it has a simpler style that makes it easier to use than SOAP. It also less verbose so that less volume is sent when communicating. REST web service permits different data format such as Plain Text, HTML, XML, and JSON. REST describes a set of architectural principles by which data can be transmitted over a standardized interface (such as HTTP). REST does not contain an additional messaging layer and focuses on design rules for creating stateless services. A client can access the resource using the unique URI and a representation of the resource is returned. With each new resource representation, the client is said to transfer state. While accessing RESTful resources with HTTP protocol, the URL of the resource serves as the resource identifier and GET, PUT, DELETE, POST and HEAD are the standard HTTP operations to be performed on that resource. The interaction is illustrated in the figure below. Web Services Testing Tool Salesforce supports the following  type of testing tools: Workbench POSTMAN APIGEE In this blog, I will let you know about how we can use POSTMAN testing tool. Before getting started with the postman, we need to keep following in mind: We should have a Class that will process the request and generates the response as per it. We need to have Connected App which will provide you the Consumer key and Consumer secret that will be used later for authentication. Lastly, the valid username and password with the security...

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