Ultimate Guide to Migrating from Salesforce to Shopify

Migrating from Salesforce Commerce Cloud (SFCC) to Shopify is a strategic decision for ecommerce businesses looking for greater flexibility, lower costs, and enhanced ecommerce performance. 

While Salesforce Commerce Cloud offers powerful features, many businesses find it complex and expensive to maintain. Shopify provides a more intuitive, scalable, and cost-effective solution with built-in features and extensive third-party integrations.

In this comprehensive guide, we’ll take you through each step of the migration process, ensuring a smooth transition, data integrity, and continued business growth on Shopify.

Table of Contents

• Why Migrate from Salesforce Commerce Cloud to Shopify?
• Step 1: Writing Your Business Case for Migration
• Step 2: Preparing for the Migration
• Rebuy vs. SFCC Einstein [comparison table]
• Step 3: Choosing the Right Shopify Plan for Ecommerce Businesses
• Step 4: Exporting Data from Salesforce Commerce Cloud
• Step 5: Importing Data into Shopify
• Step 6: Rebuilding the Storefront in Shopify
• Step 7: Setting Up Ecommerce-Specific Features in Shopify
• Step 8: Setting Up Shopify Payments, Taxes, & Shipping
• Step 9: SEO & Redirect Strategy for Salesforce Commerce Cloud to Shopify Migration
• Step 10: Installing Rebuy Engine for Conversion Optimization
• Step 11: Pre-Launch Checklist Before Going Live
• Step 12: Testing & Launching Your New Shopify Store
• Post-Migration Optimization & Growth Strategies
• Common Migration Issues & How to Fix Them
• Next Steps

Don't get lost in the migration from Salesforce to Shopify. Connect with our Partnerships Team to be matched with your ideal migration partner.

Why Migrate from Salesforce Commerce Cloud to Shopify?

Many businesses switch from Salesforce Commerce Cloud to Shopify due to cost efficiency, usability, and scalability. However, Shopify’s AI-driven personalization tools, such as Rebuy Engine, provide a unique advantage by enabling businesses to increase customer engagement and maximize revenue through intelligent upselling and cross-selling.

Lower Total Cost of Ownership (TCO) 

Salesforce Commerce Cloud comes with high licensing fees, complex development costs, and ongoing maintenance expenses. Shopify eliminates many of these expenses with its fully hosted infrastructure and transparent pricing plans.

Improved Ease of Use 

Salesforce Commerce Cloud requires extensive technical expertise for customization and maintenance. Shopify’s intuitive interface allows business owners, marketers, and sales teams to manage their store with minimal IT involvement.

Better Scalability for Ecommerce 

Shopify Plus is designed to handle high-volume transactions, bulk ordering, and customer-specific pricing, making it an ideal solution for fast-growing ecommerce brands.

Brands are moving from SFCC to Shopify for faster ROI, lower overhead, and the agility to grow on their terms. The payoff is real. Less operational toil, more time driving revenue. With partners like Rebuy, retailers boost AOV and retention from day one, making the value of migrating clear and compelling.

Director of Sales, Domaine Erin Choi

Faster Performance & Enhanced Security 

Shopify’s cloud-based hosting infrastructure ensures fast page speeds, optimized checkout experiences, and enterprise-grade security, helping businesses meet compliance requirements without additional hosting costs.

Stronger App Ecosystem & Third-Party Integrations 

Shopify’s vast app ecosystem provides pre-built integrations for ERP systems, CRM software, inventory management, and marketing automation, enabling businesses to quickly enhance their ecommerce capabilities.

Personalization & AI-Driven Sales Growth with Rebuy Engine 

One of Shopify’s most powerful advantages is its ability to enhance customer experience and drive revenue with AI-powered personalization tools like Rebuy Engine.

Rebuy Engine enables Shopify merchants to:

• Deliver AI-powered product recommendations based on real-time customer behavior and purchase history.
• Increase AOV (average order value) by dynamically upselling and cross-selling at checkout.
• Automate post-purchase engagement with personalized follow-ups and relevant product offers.
• A/B test upsell strategies to refine product placements and optimize conversion rates.

By switching from Salesforce Commerce Cloud to Shopify, businesses can leverage a more intuitive and cost-effective ecommerce solution while unlocking the power of AI-driven personalization through Rebuy Engine. This transition helps brands boost conversions, improve customer retention, and create a smarter, data-driven ecommerce strategy.

How to migrate from Salesforce to Shopify

Step 1: Writing Your Business Case for Migration

A successful migration requires buy-in from key stakeholders and a clear roadmap. Before proceeding, outline the business case for migration to ensure alignment across departments.

Key Stakeholders to Involve:

• Executives & Finance Teams. Need to understand ROI, cost savings, and efficiency improvements.
• IT & Development Teams. Handle data migration, integrations, and technical challenges.
• Sales & Marketing Teams. Ensure a seamless transition for customers while retaining SEO rankings and lead generation efforts.
• Customer Support Teams. Must be trained on new workflows, customer accounts, and order management in Shopify.

Key ROI Considerations:

• Lower operational costs by eliminating expensive licensing and maintenance fees.
• Improved efficiency with Shopify’s automation and user-friendly tools.
• Higher conversion rates due to faster site speeds, mobile-optimized checkout, and advanced personalization.

Step 2: Preparing for the Migration

Proper preparation is essential for a smooth and efficient migration from Salesforce Commerce Cloud to Shopify. By taking proactive steps, businesses can ensure that data is accurately transferred, minimize downtime, and preserve SEO rankings.

Key Pre-Migration Steps:

• Back-Up All Data. Before beginning the migration process, create a comprehensive backup of your Salesforce Commerce Cloud data, including products, orders, customers, pricing configurations, and website settings. Having a backup ensures that no critical information is lost during the transition.
• Identify Essential Data to Migrate. Determine which products, customers, and order histories need to be migrated. Assess critical data points such as custom pricing, tax settings, and customer-specific fields to ensure compatibility with Shopify’s structure.
• Audit and Clean Up Product Catalogs. Review your product database to remove outdated or duplicate listings, standardize product attributes, and optimize descriptions. A well-organized catalog simplifies the migration process and enhances user experience on Shopify.
• List Integrations & Extensions. Identify all third-party applications, custom scripts, and extensions currently in use within Salesforce Commerce Cloud. Determine whether Shopify-native alternatives or compatible third-party apps are available to replace existing integrations.
• Plan for URL Structure & SEO Preservation. Since Shopify and Salesforce Commerce Cloud use different URL structures, develop a 301 redirect strategy to prevent broken links and retain search engine rankings. Ensure that metadata, structured data, and alt tags are properly transferred to maintain SEO integrity.

By carefully preparing for migration, businesses can reduce potential data loss, SEO disruptions, and operational downtime, ensuring a seamless transition to Shopify.

Rebuy vs. SFCC Einstein

Comparing personalization platforms? See how Salesforce Einstein and Rebuy stack up across key features to help you make an informed migration decision.

Step 3. Choosing the Right Shopify Plan for Ecommerce Businesses

Selecting the right Shopify plan is essential for aligning with your business needs and ensuring cost efficiency. Shopify offers multiple plans tailored to different business sizes and operational complexities:

• Basic Shopify ($39/month when paying monthly) – Ideal for small businesses just starting with online sales. It includes essential features like two staff accounts, basic reports, and up to four inventory locations. This plan is best for businesses with a limited product range and lower sales volume.
• Shopify ($105/month when paying monthly) – A great option for growing brands that need more reporting and marketing tools. This plan includes five staff accounts, professional reports, and five inventory locations. It also reduces credit card processing fees, making it more cost-effective for medium-sized businesses.
• Advanced Shopify ($399/month when paying monthly) – Designed for larger businesses managing high sales volumes. It provides advanced reporting, real-time carrier shipping, and support for up to eight inventory locations. Businesses benefit from lower transaction fees and the ability to automate workflows.
• Shopify Plus (Custom Pricing) – Best suited for enterprise-level businesses with high-volume sales. This plan offers advanced automation, custom checkout scripts, API access for deeper integrations, and priority support. Shopify Plus is ideal for brands that need dedicated account management and global expansion features such as multi-currency and multi-store capabilities.

When choosing a plan, consider current sales volume, business growth projections, and necessary integrations to ensure you select a tier that aligns with your operational needs.

Key Considerations for High-Volume Ecommerce Transactions

• Bulk Ordering Capabilities. Shopify Plus allows businesses to set up custom pricing rules, offer bulk discounts, and automate purchasing workflows. 
• Customer-Specific Pricing. With Shopify Plus, businesses can create exclusive pricing tiers, customer groups, and volume-based discounts to support wholesale clients.
• Wholesale Management Tools. Shopify’s wholesale channel and third-party ecommerce apps enable businesses to streamline order processing, customer management, and invoicing. 
• Scalability & Performance. Shopify Plus provides enhanced API limits, multi-channel selling, and priority support, making it ideal for large-scale ecommerce operations.

💡 For enterprises requiring advanced pricing controls, automation, and large-scale wholesale capabilities, Shopify Plus is the best investment.

By selecting the right Shopify plan, businesses can ensure their ecommerce operations are efficient, scalable, and ready for continued growth.

“We've seen firsthand how much some of our clients feel locked down and limited with unnecessarily complex system architectures before transitioning to Shopify. Often, these clients require costly customizations and significant reliance on developers to connect their most essential systems or build a more comprehensive experience. By migrating from these platforms to a truly plug-and-play, customizable system with a rich ecosystem, our clients can scale more rapidly, resulting in a significant reduction in their total cost of ownership.”

Director of Sales, Teifi Digital Jess Lancaster

Step 4: Exporting Data from Salesforce Commerce Cloud

Exporting data from Salesforce Commerce Cloud is a crucial step in the migration process, ensuring that all key business information is accurately transferred to Shopify. This includes products, customer accounts, order history, tax configurations, and custom data fields.

How to Export Data from Salesforce Commerce Cloud

• Access the SFCC Admin Panel. Navigate to Data Export Tools in Salesforce Commerce Cloud’s backend.
• Select the Data Types to Export. Extract critical datasets, including products, customers, orders, pricing, tax settings, and payment configurations.
• Format Data Correctly. Salesforce Commerce Cloud may export data in formats that require reformatting before importing into Shopify. Ensure CSV files are structured according to Shopify’s import format.
• Use Third-Party Migration Tools. If manual exports are complex, consider migration apps like Cart2Cart, Matrixify, or LitExtension to automate and simplify data transfer.
• Verify & Store Backups. Always maintain secure backups of all exported data before proceeding with the migration.

Exporting Key Data Types

• Products. Export all product details, including SKUs, descriptions, categories, pricing, and inventory levels. 
• Customer Data. Migrate customer accounts, purchase history, and assigned pricing tiers. 
• Order History. Extract past transactions, billing & shipping data, and payment statuses to ensure order continuity. 
• Custom Data Fields. If your Salesforce Commerce Cloud store uses custom attributes, ensure these fields are mapped correctly to Shopify’s structure. 
• Tax & Payment Settings. Preserve tax rates, payment processing configurations, and currency settings for a seamless transition.

By carefully exporting and organizing your data, businesses can prevent data loss, migration errors, and customer experience disruptions when moving to Shopify.

Step 5: Importing Data into Shopify

Once your data has been successfully exported from Salesforce Commerce Cloud, the next step is importing it into Shopify. Ensuring that your product listings, customer accounts, and order history are correctly formatted and mapped is crucial for a seamless transition.

Choosing the Right Import Method

Shopify offers two main ways to import data:

1. Shopify’s Native CSV Import Tool – Suitable for merchants with a structured dataset that follows Shopify’s required CSV format. Best for importing products, customers, and collections.
2. Third-Party Migration Apps – Tools like Matrixify, Cart2Cart, and LitExtension automate bulk imports and ensure that complex datasets, metafields, and historical orders are transferred correctly.

Key Data Types to Import

• Products & Categories. Format product data to align with Shopify’s import template, ensuring that SKUs, descriptions, inventory levels, and images are mapped correctly. Handle bulk imports efficiently and maintain product variants where applicable.
• Customer Accounts. Due to encryption policies, Shopify does not allow password migration. Notify customers to reset their passwords post-migration and ensure their purchase history is accurately reflected in their accounts.
• Orders & Order History. Shopify does not natively support importing past orders into its backend. However, you can store historical data using third-party order management apps or within an external reporting system for reference.
• Payment Gateways & Tax Configurations. Ensure that your payment methods and tax settings are configured correctly in Shopify. Some payment gateways may require re-authentication or switching to Shopify Payments for seamless transactions.

By following structured import steps and using the right migration tools, businesses can ensure a successful transition to Shopify while maintaining data accuracy and operational efficiency.

Case Study: Every Man Jack

Every Man Jack used a modern cart flyout to save two months of dev work and help boost AOV by over 10%. 

Step 6: Rebuilding the Storefront in Shopify

Once your data is imported into Shopify, the next step is to rebuild your storefront to align with your brand and provide an optimal ecommerce customer experience. This involves selecting the right theme, organizing product categories, and configuring checkout functionality for bulk buyers.

Key Steps to Rebuild Your Storefront

• Choose a Bulk-Friendly Shopify Theme. Select a Shopify theme that supports bulk ordering, wholesale pricing, and custom catalog views. Shopify Plus offers customizable themes designed for large catalogs and high-volume transactions.
• Configure Navigation, Categories, and Product Collections. Structure your site to ensure easy navigation and product discoverability. Use collections and subcategories to group products logically, making it easier for buyers to find relevant items quickly.
• Customize the Checkout Experience for Buyers. Implement a frictionless checkout process that supports bulk orders, negotiated pricing, and flexible payment options. Shopify Plus allows for custom checkout scripts, enabling wholesale discounts, net payment terms, and invoice-based purchasing.
• Optimize for Mobile and Desktop Experiences. Many buyers browse and place orders on mobile devices. Ensure your site is fully responsive, fast-loading, and mobile-friendly to provide a seamless user experience.
• Set Up Bulk Ordering and Custom Pricing. Use Shopify apps like Wholesale Club, Bold B2B, or Custom Pricing to enable volume-based discounts, customer-specific pricing, and quick order forms for high-volume buyers.

By carefully rebuilding your storefront with ecommerce functionality in mind, you create an intuitive, conversion-optimized shopping experience that meets the needs of your wholesale and enterprise customers.

Step 7: Setting Up Advanced DTC Features in Shopify

After migrating your data and storefront structure, it’s time to elevate your customer experience. For DTC brands, this means enabling your loyalty, membership programs, and mobile-first commerce integrations.

This step is about building a smarter, faster, and more connected shopping journey that drives lifetime value and boosts customer satisfaction.

Build Loyalty with Seamless Loyalty Program Integrations

Connect your Shopify store to loyalty providers like Okendo and Yotpo to showcase customer reviews, referrals, and point-based incentives.

These platforms integrate directly with Rebuy, allowing loyalty status and rewards data to surface dynamically in Rebuy Smart Cart, personalized product recommendations, and post-purchase offers.

📚 Related reading: Increase Customer Loyalty & Retention with these 5 Post-Purchase Tips
🔗 Explore integrations → Loyalty partners

Create a High-Converting Mobile Experience

Mobile-first is no longer optional. It’s table stakes. Integrate Rebuy with mobile commerce platforms like Tapcart and Fuego to deliver on-brand, app-native experiences with personalized product feeds, AI-powered cart upsells, and frictionless reordering.

With Rebuy's plug-and-play integration, you can extend personalization beyond the browser and into the palms of your most loyal customers.

🔗 Explore integrations → Mobile App partners

Customize Storefronts Without Breaking the UX

If you're using page builders like Shogun or Builder.io to create dynamic landing pages or campaign experiences, Rebuy integrates seamlessly, allowing product recommendations, bundles, and upsells to appear wherever your brand needs them.

Pair beautiful, fast-loading custom storefronts with intelligent merchandising logic. No code required.

🔗 Explore integrations → Visual Builders

Launch Exclusive Membership Programs

Want to reward your best customers with more than points? Integrate with platforms like Inveterate to offer VIP perks, member-only discounts, or cashback benefits. Then, display those values within Rebuy’s Smart Cart and product experiences.

🔗 Explore integrations → Inveterate

Pro Tip: Shopify’s open ecosystem is a DTC superpower. By combining Shopify’s core capabilities with Rebuy and best-in-class apps, you can design a shopping experience that’s fast, personalized, and primed for growth.

Up next: Payments, taxes, and shipping.

Step 8: Setting Up Shopify Payments, Taxes, & Shipping

To ensure seamless ecommerce transactions, businesses must configure payment gateways, tax calculations, and shipping rules that align with their operational needs. Shopify provides flexible payment options, automated tax calculations, and customizable shipping rules to support bulk orders and international B2B transactions.

Configuring Shopify Payments & Third-Party Payment Gateways

• Shopify Payments. The easiest way to process transactions with lower processing fees and built-in fraud protection. Shopify Payments supports multiple currencies, making it ideal for global sales.
• Third-Party Payment Gateways. If your business requires specific payment providers, Shopify integrates with over 100 third-party payment gateways, including PayPal, Stripe, and Authorize.net, ensuring that buyers can pay via their preferred method.

Setting Up Tax Calculations for Transactions

• Automated Tax Collection. Shopify automatically calculates sales tax, VAT, and GST based on customer location. For businesses dealing with multi-region sales, Shopify Plus allows custom tax exemptions for wholesale buyers.
• VAT Handling for International B2B Sales. Shopify supports VAT ID validation, ensuring that businesses correctly apply tax exemptions for registered EU buyers.

Customizing Shipping Rules for Bulk Orders & Freight Shipments

• Flexible Shipping Options. Shopify allows businesses to configure flat-rate, weight-based, or custom shipping rules based on bulk order volume and destination.
• Freight & LTL (Less Than Truckload) Shipping. For large B2B shipments, integrate freight carriers into Shopify using apps like Freightcom, ShipMonk, or Easyship, ensuring seamless logistics for high-volume orders.

Integrating Shopify with ERP Systems for Order Fulfillment

• Syncing Orders & Inventory. Integrate Shopify with ERP and warehouse management systems like NetSuite, SAP, or Brightpearl to automate inventory tracking and ensure efficient fulfillment.
• Multi-Warehouse Support. Shopify Plus allows businesses to manage multiple warehouses and distribution centers, ensuring accurate stock availability and faster delivery times.

By setting up Shopify Payments, tax compliance, and shipping logistics, businesses can ensure a smooth and efficient ecommerce purchasing experience, reducing manual work and enhancing operational efficiency.

Step 9: SEO & Redirect Strategy for Salesforce Commerce Cloud to Shopify Migration

A well-planned SEO strategy is critical during migration to prevent loss of rankings, traffic drops, and broken links. By implementing 301 redirects, updating metadata, and optimizing site structure, businesses can ensure a smooth transition for search engines and users.

Key SEO Steps During Migration

• Implement 301 Redirects for Old URLs. Since Shopify and Salesforce Commerce Cloud have different URL structures, it is crucial to map and redirect old URLs to their new counterparts. Use Shopify’s built-in redirect manager or SEO-focused apps to handle bulk redirects.
• Update Metadata, Structured Data, and Sitemap. Ensure title tags, meta descriptions, and structured data are properly migrated. Update the sitemap.xml to reflect the new Shopify structure and submit it to Google Search Console for reindexing.
• Re-submit the Shopify Store to Google Search Console. After migration, verify your Shopify store in Google Search Console, submit the new sitemap, and monitor for any crawl errors or indexing issues.
• Ensure Canonical Tags Are Set Up Properly. Prevent duplicate content issues by setting up canonical tags on product pages, especially if your store uses variant pages or multiple URL paths for similar content.
• Monitor SEO Performance Post-Migration. Use tools like Google Analytics, Ahrefs, or SEMrush to track traffic changes, keyword rankings, and site health. Address any broken links, missing pages, or ranking drops promptly.

By following these SEO best practices, businesses can retain organic traffic, maintain search rankings, and provide a seamless transition for customers post-migration.

Case Study: OLLY

OLLY used in-cart subscription upsells to increase subscription revenue by 63%.

Step 10: Installing Rebuy Engine for Ecommerce Personalization for Shopify

When migrating from Salesforce Commerce Cloud to Shopify, mid-market and enterprise brands need to ensure that their new storefront isn’t just functional—but optimized for conversion, retention, and AOV growth. That’s why we recommend installing Rebuy as part of your migration from Salesforce Commerce Cloud to Shopify.

Shopify stores using Rebuy can significantly increase revenue and enhance the shopping experience using AI-powered product recommendations, smart site search, a customizable shopping cart, and more. Explore the Rebuy platform →

7 Reasons Why Installing Rebuy is Essential When Migrating from Salesforce Commerce Cloud to Shopify

Rebuy’s suite of AI-powered omnichannel personalization tools helps brands unlock Shopify’s full potential, replacing Salesforce Commerce Cloud’s complex, custom-built solutions with agile, no-code, and low-code merchandising. Here’s why installing Rebuy should be a priority during your migration:

1. Start Strong with a Trusted Shopify Plus Certified App

Rebuy stands as a Premier Shopify Partner and a Shopify Plus Certified App, delivering enterprise-level security and full SOC 2 compliance for your migration projects. Trusted by Shopify for its innovation and performance, Rebuy collaborates closely with leading migration agencies—including Absolute Web, Domaine, and Teifi Digital—to ensure a seamless, secure, and efficient transition from Salesforce Commerce Cloud to Shopify.

2. Unlock Shopify’s Full Personalization Potential

Salesforce Commerce Cloud stores often rely on custom-coded personalization that’s difficult to scale. Rebuy’s AI-powered product recommendations dynamically adjust to shopper behavior across homepages, product pages, carts, checkout, post-purchase experiences, and more.

3. Increase AOV with Smart Merchandising & Bundling

Salesforce Commerce Cloud stores typically require custom scripts or extensions for upsells and cross-sells. Rebuy makes it effortless with AI-powered bundles, one-click upsells, and smart add-ons that increase AOV while reducing friction throughout the customer journey.

We’ve seen a significant rise in demand from brands and retailers migrating from Salesforce to Shopify, driven by a lower total cost of ownership (TCO), superior and constantly evolving trading tools, and Shopify’s state-of-the-art app ecosystem. Leading solution providers like Klaviyo and Rebuy empower merchants to focus on what matters most: growing their core business.

Chief Evangelist, Woolman Mikko Rekola

4. Optimize Subscription Sales & Retention

For brands migrating from Salesforce Commerce Cloud that rely on subscriptions, Rebuy integrates seamlessly the top subscription providers like Recharge, Skio, and Smartrr, allowing you to personalize subscription upsells and improve retention, all within Shopify’s app ecosystem.

5. Power Your Checkout with Shopify Plus-Exclusive Features

Unlike Salesforce Commerce Cloud, Shopify Plus checkout limits customization—but Rebuy bridges the gap. With checkout page personalization, dynamic offers, and AI-driven upsells, Rebuy helps Shopify Plus merchants maximize last-minute conversions without needing custom development.

6. Gain Actionable Insights with Data-Driven Merchandising

Migrating to Shopify isn’t just about moving products—it’s about optimizing how they’re sold. Rebuy’s real-time analytics and A/B testing empower brands to track performance, optimize recommendations, and continuously refine merchandising strategies—offering more agility than Salesforce Commerce Cloud’s rule-based systems.

7. Integrate Seamlessly with Shopify’s Best-in-Class Tech Stack

Migrating from Salesforce Commerce Cloud to Shopify offers a great opportunity to optimize your entire ecommerce tech stack. (See how SpearmintLOVE did it). Rebuy is one of the most deeply integrated Shopify apps, offering plug-and-play connections with industry leaders like:

• Attentive & Klaviyo. Sync personalized product recommendations with SMS & email marketing.
• Tapcart. Bring AI-powered upsells & merchandising into your mobile shopping app.
• Gorgias. Empower your support team with AI-driven upsells & personalized shopping assistance.
• Yotpo. Enhance the shopping experience with review-driven recommendations, in-cart SMS capture, and more.

Rebuy even offers its own Rebuy App Store, allowing brands to enhance their Smart Cart with additional cart-enhancing integrations. Instead of struggling with Salesforce Commerce Cloud’s custom development challenges, Shopify merchants can leverage Rebuy’s unified ecosystem to create a seamless, high-converting shopping experience.

So, don’t just migrate. Elevate your customer experience with Rebuy’s AI-powered personalization tools. From smart recommendations to checkout upsells, Rebuy helps brands sell smarter, convert faster, and accelerate revenue growth.

Step 11: Pre-Launch Checklist Before Going Live

Before making your Shopify store live, conducting thorough pre-launch testing is essential to ensure a seamless customer experience and error-free operations. This step helps identify and fix potential issues before rolling out the store to all users.

Final Testing and Quality Assurance

✅ Test Product Pages, Checkout, and Customer Login. 

Verify that all product listings, pricing, descriptions, and inventory levels are correct. Ensure that the checkout process functions smoothly and that customers can log in and access their account details without issues.

✅ Ensure Bulk Pricing & Discounts Are Correctly Applied. 

Check that wholesale pricing tiers, volume discounts, and customer-specific pricing rules are correctly configured and applied during checkout.

✅ Test Order Processing, Invoices, and Automated Workflows. 

Simulate placing, processing, and fulfilling orders to confirm that invoices are generated correctly, order confirmations are sent, and automated workflows (e.g., tax calculations, shipping rules) function as expected.

Security & Fraud Protection

✅ Implement Fraud Protection & Security Checks. 

Enable Shopify’s built-in fraud detection tools and set up security protocols to safeguard transactions, prevent chargebacks, and protect customer data.

Soft Launch & Final Review

✅ Run a Soft Launch for Select Clients. 

Before going live, invite a small group of trusted customers to test the store, provide feedback, and identify any usability issues. This allows you to make final adjustments before launching to a broader audience.

By following this comprehensive pre-launch checklist, ecommerce businesses can minimize risks, ensure a smooth customer experience, and successfully transition to Shopify’s robust ecommerce platform.

Step 12: Testing & Launching Your New Shopify Store

Once all pre-launch tasks are completed, it’s time to execute a final audit and officially launch your Shopify store. Ensuring a smooth transition for customers and internal teams is crucial to success.

Final Pre-Launch Audit

✅ Verify Store Functionality. 

Double-check that all product pages, pricing tiers, tax settings, and payment gateways function correctly. 

✅ Test Order Processing. 

Run test transactions to confirm that orders, invoices, and fulfillment processes are working as expected. 

✅ Review Site Performance. 

Use tools like Google PageSpeed Insights and Shopify’s built-in analytics to ensure fast load times and mobile responsiveness.

Notifying Customers & Managing Accounts

✅ Send Password Reset Emails. 

Since Shopify cannot migrate encrypted passwords from Salesforce Commerce Cloud, send password reset notifications to existing customers. 

✅ Inform Customers of New Features. 

Use email marketing to highlight new improvements, enhanced navigation, and bulk ordering options available on the new Shopify store.

Training Internal Teams

✅ Educate Staff on Shopify’s Backend. 

Train sales, support, and fulfillment teams on order management, customer accounts, and reporting tools. 

✅ Ensure Customer Support Readiness. 

Equip teams with FAQs and troubleshooting guides to handle common customer concerns post-migration.

Monitoring Post-Launch Performance

✅ Track Traffic & Sales Metrics. 

Use Shopify Analytics and Google Analytics to monitor website traffic, conversion rates, and sales trends. 

✅ Optimize Checkout Conversion Rates. 

Analyze abandonment rates and run A/B tests on checkout flow to improve buyer experience. 

✅ Address Issues Promptly. 

Regularly check error reports, customer feedback, and order fulfillment efficiency, making adjustments as needed.

By executing a structured launch strategy, businesses can ensure a seamless transition to Shopify, maximizing sales potential and improving customer satisfaction.

Post-Migration Optimization & Growth Strategies

Migrating to Shopify is just the beginning. To maximize sales, efficiency, and long-term growth, businesses must continuously optimize and refine their ecommerce operations.

Tracking & Analyzing Store Performance

• Use Shopify Analytics. Monitor key performance indicators (KPIs) such as sales trends, customer acquisition rates, and conversion rates to gauge store performance. 
• Set Up Custom Reports. Leverage Shopify Plus’ advanced reporting tools to analyze revenue trends, top-selling products, and customer purchasing behavior.

Improving Conversion Rates

• Use Heatmaps & A/B Testing. Use tools like Hotjar or Crazy Egg to track customer behavior and optimize product pages, checkout flows, and CTAs. 
• Refine Product Pages. Ensure detailed descriptions, high-quality images, and SEO-optimized content to increase engagement and reduce bounce rates.

Scaling Ecommerce Sales with Automation

• Implement Automated Email Marketing. Use platforms like Klaviyo or Mailchimp to send personalized promotions, abandoned cart reminders, and re-engagement campaigns. 
• Develop Lead Nurturing Workflows. Automate outreach to prospective wholesale customers, offering exclusive deals or educational content to drive conversions.

Enhancing Customer Relationship Management (CRM)

• Integrate with CRM Tools. Connect Shopify with HubSpot, Salesforce, or Zoho CRM to manage customer interactions, track sales pipelines, and improve client retention. 
• Streamline Communication. Use CRM automation to segment customers based on purchase history and deliver targeted marketing campaigns.

Expanding into Multi-Channel Sales

• Sell on Marketplaces. Integrate Shopify with platforms like Amazon Business, Faire, and eBay to expand reach and attract wholesale buyers. 
• Leverage Social Commerce. Use Facebook Shops, Instagram Shopping, and LinkedIn marketing to capture leads and boost sales beyond Shopify.

By implementing these post-migration strategies, businesses can enhance customer engagement, increase revenue, and scale operations effectively in the competitive ecommerce space.

Shopify stands out for its ease of use, full cost transparency, and frictionless access to best-in-class apps. Large and enterprise-level merchants consistently praise the modern look and feel of well-executed Shopify storefronts, along with the flexibility to make front-end and content updates on the fly without heavy development cycles.

Chief Evangelist, Woolman Mikko Rekola

Common Migration Issues & How to Fix Them

While migrating from Salesforce Commerce Cloud to Shopify can significantly improve efficiency, some common challenges may arise. Addressing these issues quickly ensures a seamless transition with minimal disruptions.

SEO Ranking Drops

• Optimize Redirects. Implement 301 redirects for all old URLs to prevent broken links and loss of search rankings. 
• Submit an Updated Sitemap. Resubmit your sitemap.xml to Google Search Console and monitor for indexing errors. 
• Enhance On-Page SEO. Ensure meta descriptions, structured data, and internal linking remain intact post-migration.

Missing Customer Data

• Verify Data Accuracy. Cross-check customer records before and after migration to identify missing fields. 
• Use a Data Validation Tool. Leverage Shopify apps or third-party tools to scan for discrepancies. 
• Notify Customers for Account Updates. Send emails prompting users to reset passwords and verify details.

Order History Discrepancies

• Store Historical Data Separately. Since Shopify does not natively import past orders, retain order records in an external CRM or database. 
• Use Third-Party Apps. Consider using Matrixify or Order Importer to transfer past order history into Shopify. 
• Provide Customers with Order Access. Ensure buyers can view previous transactions via account portals or customer service support.

Checkout Issues

• Test the Checkout Flow. Run multiple test orders to ensure the checkout process is smooth and error-free. 
• Enable Guest and Logins. Verify that wholesale buyers can access special pricing and bulk order options. 
• Monitor Abandoned Checkouts. Use Shopify analytics to track and optimize the checkout conversion rate.

By proactively addressing these common migration challenges, businesses can maintain SEO rankings, data integrity, and customer satisfaction, ensuring a successful transition to Shopify.

Conclusion & Next Steps

Migrating from Salesforce Commerce Cloud to Shopify is a strategic move that can streamline operations, reduce costs, and enhance the overall buying experience. Shopify offers a scalable, user-friendly, and feature-rich platform that supports bulk ordering, customer-specific pricing, and automation—ensuring businesses can scale efficiently.

Key Benefits Recap

• Lower operational costs with Shopify’s fully hosted infrastructure. 
• Improved ease of use with an intuitive admin panel and ecommerce-friendly tools. 
• Scalability for high-volume transactions with Shopify Plus. 
• Stronger security & performance with built-in fraud protection and optimized site speeds. 
• Seamless integrations with ERP, CRM, and marketing automation tools.

Recommended Next Steps for Optimization

• Monitor Store Performance. Track analytics, conversions, and user behavior to identify areas for improvement. 
• Optimize Pricing & Discounts. Fine-tune pricing strategies, tiered discounts, and bulk ordering incentives. 
• Enhance Customer Experience. Use AI-driven recommendations and automation tools to streamline purchasing. 
• Expand Multi-Channel Sales. Integrate with Amazon, eBay, and social commerce platforms to reach a broader audience.

Get Expert Help for Custom Shopify Development

For businesses with complex requirements, working with Shopify Plus Experts or certified development agencies can ensure a fully optimized and customized store. From custom app development to advanced integrations, expert guidance can help maximize your Shopify store’s potential.

🚀 Ready to scale your ecommerce business on Shopify? Connect with our Partnerships team to get matched with the ideal migration partner and unlock a data-driven approach to Shopify success.

Your migration starts now

Work with a trusted Shopify expert to ensure a smooth, efficient migration from Salesforce Commerce Cloud to Shopify.

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Try Rebuy free and see why the world’s top brands use Rebuy to accelerate sales growth.

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