Linking Shopify and Salesforce - Need to know before switching on in PROD

Hey ​@Winston's Wish,

It will work for the orders from the moment you turn on that. Zapier triggers usually work for new data going forward.

You can always add other actions like Filter, Formatter etc to filter out the data depending on the needs as workflows are usually personalized to user’s needs. If you think it’s not working as it should, you can always turn it off. Hope it helps!

Hello ​@Winston's Wish 

 welcome and nice work getting your first Zap this far you are definitely asking the right questions 😊

In most cases Shopify triggers will only pull in new orders from the moment the Zap is turned on unless the trigger specifically asks for a start date. If a start date field exists set it carefully to avoid pulling in old orders you do not want. Many people handle historical data with a one time import and let the Zap manage new orders going forward.

Best practice is to prevent duplicates by using a unique identifier like the Shopify order ID in a Find or Create step in Salesforce. Add filters to avoid noise such as only paid orders excluding test cancelled or refunded orders unless you need them.

Before going live do a small real test order and confirm the data lands correctly in Salesforce. Turn the Zap on during a low traffic period and monitor task history closely at first.

You are not overthinking it at all this upfront care will save you a lot of cleanup later.

Dr. Tanvi Sachar
Monday Certified Partner, Monday Wizard