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:

Common ShipStation Features

Default Status Mappings

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

Supported?

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

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

  1. Navigate 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

This integration allows you to define the Status Mappings for the store connection.

ShipStation will import the customer email address and can send customer shipment notification and delivery emails.

ShipStation will import the customer phone number.

ShipStation will import the shipping method chosen by the customer at time of checkout.

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

ShipStation will import discount and coupon information for the order.

ShipStation is able to determine if an order was placed as a gift.

ShipStation will import internal notes or order activity from the selling channel.

ShipStation will import notes left by the customer at time of checkout. Displayed as Customer notes in ShipStation's Legacy Layout.

ShipStation will import the total order weight from the selling channel.

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.

ShipStation will import item options (such as color or size) for each line item in the order.

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

  • 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 is only able to 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.

This integration allows you to define the Status Mappings for the store connection.

ShipStation will import the customer email address and can send customer shipment notification and delivery emails.

ShipStation will import the customer phone number.

ShipStation will import the shipping method chosen by the customer at time of checkout.

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

ShipStation will import discount and coupon information for the order.

ShipStation is able to determine if an order was placed as a gift.

ShipStation will import internal notes or order activity from the selling channel.

ShipStation will import notes left by the customer at time of checkout. Displayed as Customer notes in ShipStation's Legacy Layout.

ShipStation will import the total order weight from the selling channel.

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.

ShipStation will import item options (such as color or size) for each line item in the order.

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