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Salesforce

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ShipStation Content Team

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How to add a Salesforce account to ShipStation, what features are available, and other need-to-know details.

Salesforce centralizes customer data so that merchants don't have to search through spreadsheets and emails for the customer data they need. The ShipStation integration with Salesforce allows us to import orders from the Salesforce platform and update those order records with tracking information when a label is created.

Want to learn more about Salesforce? Sign up for a demo.

Salesforce Requirements

Connection Requirements:

  • An active account with Salesforce.

  • A custom Salesforce Domain.

  • You must download and implement the ShipStation package.

  • Accept the plug-in license agreement.

    ShipStation will send you an email with instructions, including how to accept the agreement.

Scope of Support

Installing the package to your Salesforce environment is beyond ShipStation scope of support. We recommend you contact your store developer if you need assistance with the package installation process, as the process can differ based on the unique account configuration.

Order Import Requirements:

  • Must include a Ship To address.

Connect a Salesforce account to ShipStation

To connect your Salesforce account to ShipStation, please download and follow the PDF guide attached at the bottom of this page.

Available Features for Salesforce Integration

The ShipStation integration with Salesforce supports the following standard features:

Key: Green checkmark. Supported feature. Yes. = Supported; Red X mark. Unsupported feature. No. = Not Supported; Grey dash icon. Not applicable. = Does Not Apply

Common Integration Features

Feature

Supported?

Custom Field Mappings

Green checkmark. Supported feature. Yes.

Custom Statuses

Red X mark. Unsupported feature. No.

Customer Emails

Green checkmark. Supported feature. Yes.

Customer Phone Numbers

Green checkmark. Supported feature. Yes.

Requested Service

Red X mark. Unsupported feature. No.

Payment Method

Red X mark. Unsupported feature. No.

Discounts

Red X mark. Unsupported feature. No.

Identifies Gift Orders

Red X mark. Unsupported feature. No.

Internal Notes

Red X mark. Unsupported feature. No.

Notes from Buyer

Red X mark. Unsupported feature. No.

Order Weight

Red X mark. Unsupported feature. No.

Item Weight

Green checkmark. Supported feature. Yes.

Item Images

Red X mark. Unsupported feature. No.

Item Options

Red X mark. Unsupported feature. No.

Item Warehouse Location

Red X mark. Unsupported feature. No.

Order Status Mapping

ShipStation Status

Status-Picklist Value

Awaiting Payment

Awaiting Payment

Awaiting Shipment

Awaiting Shipment

Shipped

Shipped

Cancelled

Cancelled

On Hold

On Hold

Pending Fulfillment

Pending Fulfillment

Sent with Shipment Update

Field

Sent to Marketplace?

Status Update

Red X mark. Unsupported feature. No.

Tracking Number

Green checkmark. Supported feature. Yes.

Carrier

Green checkmark. Supported feature. Yes.

Service

Green checkmark. Supported feature. Yes.

Carrier Fee

Red X mark. Unsupported feature. No.

Note to Buyer

Red X mark. Unsupported feature. No.

Item Information

Red X mark. Unsupported feature. No.

Important

All fields must be mapped in the ShipStation settings in Salesforce. Fields that are not mapped will not be communicated to ShipStation, even if listed as supported on this page.

Viewing ShipStation Shipment Records

You can view the shipment records that ShipStation sends to your Salesforce account.

Note

The Salesforce user must have the ShipStation Standard User Permission Set to view these records.

  1. Go to the App Launcher.

  2. Click ShipStation Shipments.

    salesforce_applauncher_ShipstationShipment_MRK.png

  3. Click the drop-down arrow and select All ShipStation Shipments.

    salesforce_shipstation-shipment_all_MRK.png

If a store allows custom statuses, this means you define that statuses your orders use in your selling channel. In most cases, if you have custom statuses you'll need to define which ShipStation statuses each custom order status corresponds to.

ShipStation will import the customer's email address with the order data and can send shipment confirmation and delivery emails to that email address (configured in your Store settings).

ShipStation will import the customer phone number with the order data.

ShipStation will import the shipping method chosen by the customer during their store checkout.

ShipStation will import the payment method used to pay for the order.

ShipStation will import discount and coupon information for the order.

ShipStation can determine if an order is a gift from the order data sent by the store.

ShipStation will import internal notes or order activity from the store into the ShipStation Internal Notes field.

ShipStation will import notes provided by the customer when they made their purchase.

ShipStation will import the total order weight from the store.

ShipStation will import the weight for each line item in the order.

ShipStation will import an image URL for each line item in the order. These images will appear as thumbnails in your Order Details and can be included in email notifications and packing slips.

ShipStation will import item options (such as color or size) for each line item in the order. This data will appear in your Order Details and can be included in customer emails and packing slips.

ShipStation will import a product stock location for each line item in the order.

Status UpdateTracking NumberCarrierServiceCarrier Fee

The shipment update ShipStation sends to the selling channel will include any Notes to Buyer set on the order in ShipStation.

Item Information

Additional Details about the Salesforce Integration

  • A maximum of 10,000 records can be transmitted at one time.

  • When posting shipment information to Salesforce, ShipStation does not update the status of the Order object. To update the Order object status, a Salesforce Admin in your account must create a Process using Process Builder. See the attached PDF guide for more details.

  • Splitting or Combining Salesforce order records is not supported in ShipStation at this time. If these actions are used on a Salesforce order, ShipStation may be unable to post the tracking information to the ShipStation Shipment object.

  • ShipStation can only create a single ShipStation Shipment object per Salesforce order. If multiple shipping labels are created for a single order, Salesforce will only retain the most recent tracking number.

Troubleshooting Tips for Salesforce

Here are some common issues experienced by users, potential causes, and available troubleshooting tips.

Issue

How to troubleshoot or resolve

Your ShipStation package has an expired status and you cannot import orders.

For these non-specific order import errors,

  1. Check your installed packages page in Salesforce to see if the ShipStation package has expired, and if so,

  2. Refer back to your sign-up email and find the link to re-accept the agreement. Then re-install the ShipStation package.

If a store allows custom statuses, this means you define that statuses your orders use in your selling channel. In most cases, if you have custom statuses you'll need to define which ShipStation statuses each custom order status corresponds to.

ShipStation will import the customer's email address with the order data and can send shipment confirmation and delivery emails to that email address (configured in your Store settings).

ShipStation will import the customer phone number with the order data.

ShipStation will import the shipping method chosen by the customer during their store checkout.

ShipStation will import the payment method used to pay for the order.

ShipStation will import discount and coupon information for the order.

ShipStation can determine if an order is a gift from the order data sent by the store.

ShipStation will import internal notes or order activity from the store into the ShipStation Internal Notes field.

ShipStation will import notes provided by the customer when they made their purchase.

ShipStation will import the total order weight from the store.

ShipStation will import the weight for each line item in the order.

ShipStation will import an image URL for each line item in the order. These images will appear as thumbnails in your Order Details and can be included in email notifications and packing slips.

ShipStation will import item options (such as color or size) for each line item in the order. This data will appear in your Order Details and can be included in customer emails and packing slips.

ShipStation will import a product stock location for each line item in the order.

Status UpdateTracking NumberCarrierServiceCarrier Fee

The shipment update ShipStation sends to the selling channel will include any Notes to Buyer set on the order in ShipStation.

Item Information

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