Restoring Vision

To empower Restoring Vision with a stable, automated, and error-free Shopify–Salesforce integration that eliminates data discrepancies, reduces manual work, and enhances operational transparency for better scalability.

Restoring Vision faced several operational hurdles due to a misconfigured integration:

• Order Lifecycle Mismatches Cancellations in Shopify failed to reflect in Salesforce due to misfired Mesa triggers, resulting in inaccurate records.
• Incomplete Shipping Details Company name fields in shipping addresses were often blank or incorrect, causing duplication and dirty data in Salesforce.
• Recurring Errors Session ID and data mapping errors interrupted the flow, with previous patches offering only temporary relief.
• Manual Interventions Staff were forced to correct records by hand, draining valuable time from mission-focused work.

We deployed a complete integration transformation that combined technical precision with strategic foresight:

• Salesforce Integration Corrections We audited and re-engineered Mesa workflows to properly map order events, especially cancellations. By replacing flawed JavaScript logic and refining API calls, we ensured Salesforce orders now update immediately when changes occur in Shopify. This included logging cancellation reasons within Salesforce and eliminating record mismatches.
• Shipping Data Cleanup We developed and ran a custom Shopify API script to retroactively correct nearly 300 historical orders. By sourcing data from customer profiles, we auto-filled missing shipping company names. We also added validation logic within Mesa flows to prevent future null entries—using fallback values and improving form design via a checkout fields app.
• Enhanced Data Mapping & Sync Features We upgraded Mesa’s data logic with GraphQL for better detail capture. New custom metafields like “Trip To” and multi-select country filters were introduced to better classify orders by region and program—synced reliably into Salesforce.
• Automation Scripts for Data Integrity We built utility scripts to delete test orders, validate payloads, and verify sync outcomes—ensuring that no corrupted data pollutes production environments. This proactive automation made ongoing system hygiene effortless.
• Collaborative QA & Rollout The integration overhaul was tested collaboratively with Restoring Vision stakeholders. QA environments were utilized for stress-testing workflows. Final changes were pushed to production only after stakeholder sign-off, ensuring smooth deployment.

• 99%+ Data Accuracy Achieved
  All Shopify–Salesforce order sync flows now operate with precision. Historical discrepancies were fixed, and real-time updates reflect correctly across systems.
• Time-Saving Automation
  By eliminating manual data edits, we saved hundreds of staff hours. The team can now focus on scaling programs rather than fixing order statuses.
• Error-Free Operations
  Mesa now runs with complete stability. Issues like session ID drops or data mismatches are no longer a threat thanks to smarter flow design and fallback mechanisms.
• New Business Insights
  Restoring Vision now captures abandoned B2B cart data—unlocking insights into partner behavior and providing new opportunities for outreach.
• Resilient, App-Lite Architecture
  By reducing reliance on third-party checkout apps, we created a leaner integration stack. The solution is future-proofed against Shopify app changes and system shifts.
• Confident, Scalable Infrastructure

  The nonprofit can now expand their B2B storefront without hesitation, backed by a rock-solid backend that aligns with their mission to deliver vision care worldwide.

“This looks like everything is now corrected in Shopify.” — Shaun, Restoring Vision

With a mix of smart automation, clean data practices, and robust API integrations, KLoc helped Restoring Vision turn operational roadblocks into a launchpad for scale. Their Shopify–Salesforce setup is now a case study in how nonprofits can thrive with the right technology partner.