Salesforce

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

ShipStation's 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.

Salesforce Requirements

Connection Requirements:

  • An active account with Salesforce.

  • A custom Salesforce Domain.

  • You must download and implement the ShipStation package.

Scope of Support

Installing the package to your Salesforce environment is beyond ShipStation's scope of support. We recommend you contact your store developer or Salesforce Support 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

ShipStation's integration with Salesforce supports the following standard features:

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

    salesforce_shipstation-shipment_all_MRK.png
Custom StatusesCustomer EmailsCustomer Phone NumbersRequested ServicePayment MethodDiscountsIdentifies Gift OrdersInternal NotesNotes from BuyerOrder WeightItem WeightItem ImagesItem OptionsItem Warehouse LocationStatus UpdateTracking NumberCarrierServiceCarrier FeeNote to BuyerItem Information

Additional Details about the Salesforce Integration

  • Orders need to be imported into ShipStation on the same day they're created in Salesforce or they will not import.

  • 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 orders 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.

Custom StatusesCustomer EmailsCustomer Phone NumbersRequested ServicePayment MethodDiscountsIdentifies Gift OrdersInternal NotesNotes from BuyerOrder WeightItem WeightItem ImagesItem OptionsItem Warehouse LocationStatus UpdateTracking NumberCarrierServiceCarrier FeeNote to BuyerItem Information