Get unified B2B commerce experiences that respect Salesforce account ownership while Shopify executes buying journeys at scale across customers, catalogs, and negotiated pricing models.
Disconnected commerce activity prevents sales teams from seeing buying behavior, order history, and engagement context within Salesforce, limiting informed account management and proactive relationship development.
Quotes created by sales teams often fail to translate accurately into commerce-ready transactions, causing pricing mismatches, manual rework, and delays between agreement and customer purchase execution.
Orders placed in Shopify lack CRM context, limiting Salesforce’s ability to represent true customer activity, forecast accurately, or support post-sale account engagement and service workflows.
Unclear system authority leads to conflicting customer updates, duplicated records, and erosion of CRM data trust across sales, operations, and finance stakeholders.
Explore our portfolio of Shopify solutions that’ve helped many eCommerce brands boost conversion and engagement rates.
Maintain Salesforce led selling while Shopify executes controlled B2B purchasing.
Custom integration logic ensures Salesforce driven sales outcomes translate into Shopify commerce behavior without compromise, supporting complex deal structures while preserving CRM authority across accounts, pricing, and negotiated commercial terms consistently.
Buyers interact with Shopify storefronts shaped by Salesforce account data, enabling differentiated catalogs, pricing visibility, and purchasing rules that reflect real sales relationships rather than generic customer segmentation approaches.
Order and purchase data flows back into Salesforce with full context, improving forecasting accuracy, pipeline attribution, and executive visibility into how digital commerce contributes to overall account revenue performance.
Structured synchronization reduces manual reconciliation between sales and commerce teams, supporting predictable operations, fewer exceptions, and dependable execution of CRM governed commercial agreements across digital channels.
We establish Salesforce as the authority for customer, account, and relationship data, while Shopify operates as the transactional commerce layer, ensuring responsibilities remain clearly defined across systems without data contention.
Data movement is driven by defined business events such as quote approval or order completion, avoiding continuous syncing and ensuring CRM governed actions dictate when commerce behavior is updated.
Integration logic manages discrepancies between systems through validation rules and exception workflows, protecting negotiated pricing, account hierarchies, and sales commitments from unintended overrides.
Customer accounts, contacts, and hierarchies originate in Salesforce and are selectively reflected in Shopify to control access, pricing visibility, and purchasing permissions without duplicating CRM ownership responsibilities.
Orders placed in Shopify synchronize back to Salesforce with account context, line detail, and financial attributes to support forecasting, service processes, and post-sale account engagement activities.
Salesforce opportunities, leads, and internal sales activities do not sync into Shopify and require manual governance, preserving CRM integrity and preventing exposure of non-commerce data within buying experiences.
Discovery
Mapping
Workflow Design
B2B Testing
Cutover
Stabilization
We have been working with Folio3 since 2018. We are extremely fortunate to have found such a fantastic team of people. They are professional, organized, time-sensitive, and their work is stellar. Most recently, we needed support with dynamic schema mark-up and GA4 event integrations.
As you know our project is quite complicated & involves some fairly intricate customizations. Overall we are very happy with the progress so far. We feel that your team understands our requirements very well & also anticipates issues & provides effective solutions.
The Folio3 team is a pleasure to work with. During the project, they were responsive and their turnaround time was always stellar.
Shopify can be integrated with Salesforce at an architectural level to support B2B commerce, but basic connectors typically focus on contacts or orders and fail to support account hierarchies, quotes, governed pricing, or CRM led sales processes.
Salesforce remains the system governing accounts, contacts, and relationships, while Shopify consumes approved data to enable controlled purchasing experiences aligned with sales ownership and customer agreements.
Approved deals, pricing, and terms managed in Salesforce can be honored in Shopify without re-entry, reducing friction between sales execution and buyer self-service channels.
Integrated visibility improves trust in data across teams, enabling leadership to rely on Salesforce reporting while Shopify executes commerce without introducing uncontrolled variability.
Data flows are triggered by defined business events, such as quote approval or order placement, ensuring CRM decisions drive commerce updates rather than uncontrolled background syncing.
Customer and relationship data remains governed by Salesforce, while Shopify manages carts, orders, and checkout behavior within the constraints provided by CRM data.
Validation rules prevent mismatches between systems, flagging exceptions when pricing, account, or eligibility conflicts arise instead of silently overwriting governed data.
Salesforce is not designed to manage real time commerce transactions, while Shopify is not a CRM system. Integration must respect latency, data ownership boundaries, and governance requirements to avoid forcing either platform beyond its intended role.
Pricing and commercial terms are governed in Salesforce and enforced in Shopify through controlled data synchronization, ensuring buyers can only transact on approved agreements.
Salesforce manages quotes and approvals, while Shopify executes purchases. Invoicing typically remains in downstream financial systems, with Salesforce retaining deal context.
Salesforce account hierarchies define structure, while Shopify reflects permitted purchasing access and rules without duplicating complex CRM relationships.
Salesforce remains the system of record for customer and relationship data, with Shopify acting as the commerce execution layer.
Access is governed through Salesforce account definitions and roles, with Shopify enforcing permissions based on synchronized, approved CRM data only.
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