Previously, you’d have to hire an expert engineer to build a custom framework for you, linking your site to Salesforce using their proprietary API. The Object Sync for Salesforce module, on the other hand, improves on a lot of this by providing an adjustable architecture that allows you to create associations between WordPress metadata and Salesforce right from your WordPress dashboard. You can use this plugin to allow field mapping between WordPress Objects and Salesforce Object fields, as well as sync (create, edit, and delete) data from WordPress to Salesforce based on the mapping. The Salesforce to WordPress sync can also be set to run at a certain time. As a result, bi-directional synchronisation is possible, i.e., a Salesforce object can be mapped to a WordPress object, resulting in a fully functional entity.
Object Data Synchronization for WordPress (WP) to Salesforce should be enabled.
Using our Salesforce Object Sync, you can synchronise your WordPress objects with Salesforce. For marketing automation, it will keep your WordPress objects in sync with Salesforce. When a WordPress object (user, page, post, blog, etc.) is created, updated, or deleted, it is simultaneously generated, updated, or deleted in Salesforce.
The plugin also allows you to sync WooCommerce orders, checkout information, membership levels, and user data from WordPress to Salesforce, as well as vice versa.
What do we have to offer?
Synchronization by itself
Salesforce objects will be created, updated, and destroyed in lockstep with the data recorded in WordPress. When data should be synced to Salesforce, administrators can set triggers.
For example, after a new post is saved, you can request that WordPress data be synced to Salesforce.
Maps of the field: Administrators will be able to examine all of the fields in a Salesforce object, and they will be able to associate fields in a Salesforce object with one or more attributes in a WordPress object using this functionality ( User, Post, etc).
For example, you can link the Account Name of an Account Object to the title of a WP post or the Account Name to the WordPress userName.
Salesforce Objects That Are Complicated
From WordPress to Salesforce, sync complex Salesforce objects. Plugins make it simple to sync complex Salesforce objects such as Portal users and Partner users. Create Account, Contact, and User objects at the same time, then use reference fields to link them together.
Bidirectional Sync – Data is synced in two directions: The Salesforce to WordPress Object sync can be set to run at a certain time. Based on the field mapping, the plugin retrieves data from the Salesforce object and overwrites the WordPress object. Triggers in Salesforce are the best way to accomplish this.
Manual Syncing: When it comes to synchronising data between WordPress and Salesforce, you have complete control. You have the option of physically synchronising or synchronising naturally.
Client Mapping: Keep track of client jobs as they progress through the two stages. Salesforce client account ownership is naturally extended to WordPress.
CMS Form WP: We give you the option of submitting data to Leads as well as other standard or bespoke Salesforce objects. For easy and quick form creation, our plugin combines point-and-click and drag-and-drop user experiences. Using the easy graphical user interface, you can map form fields to Salesforce fields (GUI).
Using Salesforce, connect and integrate features with WordPress.
MemberPress Integration: Membership levels, user credentials, payment information, and billing address are all mapped from MembershipPress. A Salesforce object field appears on the sign-up page. The data will be saved in the Salesforce object whenever a user submits and checks out.
WooCommerce Integration: Map your WooCommerce WordPress site’s checkout fields to Salesforce object fields for Accounts. Once the user has checked out, the checkout details will be synced to Salesforce.
Paid membership Pro Integration: Membership levels from the Membership Checkout page are mapped to a Salesforce object field using the PaidMembership Pro integration. The data will be saved in the Salesforce object whenever a user submits and checks out.
Integration with Buddypress: Link BuddyPress extended profiles to Salesforce objects. When a user is created or deleted, save the user in the Salesforce object.
Overall, we would say that integrating WordPress with Salesforce is highly beneficial to us in a variety of ways. There are numerous reasons why the combination of these two stages is important for the business, some of which we have discussed in this piece. Considering these factors, we can confidently state that reconciliation is very beneficial to the firm. You should also consider integrating WordPress with Salesforce in this way.
