Shopify + Salesforce

Are Salesforce assisted sales showing up as Shopify purchases?

Connect Shopify and Salesforce to Hendrik. Use Shopify orders and refunds beside Salesforce lead and opportunity movement when a commerce sale includes a real CRM process.

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Shopify + Salesforce review

Previous: 1–28 January. Current: 29 January–25 February. Both periods contain 28 days. Monetary values use USD and all timestamps use UTC. The example compares acquisition measures with CRM deal progression. A submitted lead and a qualified deal are different events, with different reporting dates.

MetricPreviousCurrent
Shopifynet order value (USD, 28 days)110,000 USD106,000 USD
Salesforcequalified opportunities created (count, 28 days)2824
Shopifyrefund value (USD, orders from the prior 28-day cohort)6,800 USD9,200 USD

What Hendrik checks

  1. Order and refund cohorts

    Compare Shopify net order value with refunds by original order cohort. Keep paid status and the store currency visible.

  2. Opportunity and campaign definition

    Check Salesforce record type, stage history, campaign membership, and identity coverage before using opportunity movement.

  3. Explain the divergence

    Shopify: net order value (USD, 28 days) changed from 110,000 USD to 106,000 USD. Salesforce: qualified opportunities created (count, 28 days) changed from 28 to 24. Compare the timing and definitions before attributing one change to the other.

About this example Synthetic data · Illustrative analysis · Changes require your approval.

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One analysis, different integrations

What each integration adds

Connect your stack

Set up each integration in one workspace.

  1. Create your Hendrik account. Choose a workspace for your business.
  2. Connect your data. Use each integration’s setup instructions above. Availability and permissions are shown in your workspace.
  3. Ask your first question. Hendrik uses the available data and tells you when a comparison needs more history or more data.
Requirements and data limits

What you need

  • Use one explicit 28-day comparison window, time zone, market, and legal-entity scope before comparing values.
  • Connected Shopify order, refund, and inventory data for the same store and comparison window.
  • Connected Salesforce org with agreed lead, opportunity, and stage definitions.
  • Keep provider-specific definitions visible and use an identity or product mapping only where it is established for this workspace.

Keep these differences in mind

  • Declared UTM text is not a verified ad-platform campaign identity; cost coverage and provenance control any margin claim.
  • CRM campaign and opportunity records require an established identity relationship before attribution claims.
  • Shopify orders and Salesforce opportunities are not automatically matched or additive.

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