Private Client Reps
Who owns which clients, and where that shows: the rep's tag in Shopify and the Account owner in Salesforce. Trellis decides ownership; Sync to Shopify & Salesforce makes both match. In Shopify it adds the rep's tag where it is missing, takes it off customers who are no longer theirs and removes any other rep's tag from clients that are. In Salesforce it sets the Account owner to the client's rep and adds the rep's clients that are not in Salesforce yet.