Object Data Sync For Salesforce

Descripción

Enable Object Data Synchronization for WordPress (WP) to Salesforce

Object Data Sync For Salesforce plugin provides a feature for bi-directional data sync between WP and Salesforce objects i.e Salesforce object can also be mapped to a WordPress object thus creating a complete Object Lifecycle Management system.

The plugin also allows mapping of WordPress objects such as post, page, user, blog, etc. fields, and Salesforce objects to one another. The records in Salesforce will be created/updated/deleted when the data in WordPress (WP) is saved, enabling WP and Salesforce to sync once mapped objects are in sync.

Aside from syncing WordPress data objects and Salesforce data objects, Object Data Sync For Salesforce plugin also enables integrations with Ultimate Member, MemberPress, Paid Memberships Pro, and WooCommerce thereby allowing you to sync your membership levels with Salesforce, as well as sync your WooCommerce orders, checkout details.

INTEGRATIONS

  • WooCommerce Integration: Map the checkout fields from your WooCommerce WordPress site to the respective Salesforce object fields. This allows the checkout details to be synced to Salesforce once the user has checked out.

  • MemberPress Integration: Object Data Sync for Salesforce maps Membership levels, User credentials, payment information, billing address from the Membership Sign up page with a Salesforce object field. Once a user submits and checks out, the data will be saved in the Salesforce object.

  • PaidMembership Pro Integration: Map Membership levels from Membership Checkout page with a Salesforce object field. Once a user submits and checks out, the data will be saved in the Salesforce object.

  • Ultimate Members Integration: Map Membership levels, front-end user profiles, user registration & login forms, member directories, content restriction from Ultimate Members in WordPress with a Salesforce object field. The records in Salesforce will be created/updated/deleted when the data in WordPress (WP) is saved and vice versa

DOCUMENTATION

Documentation for Salesforce – WordPress (WP) Object Sync Plugin:
Here you can get the help of the Object Data Sync For Salesforce plugin documentation with ensured content and expectations.

Key features

  • Real-time Sync: Real-time Sync uses Salesforce APIs and automatically syncs record changes from WordPress to Salesforce in real-time. Salesforce objects will be automatically created/updated/deleted when the data in WordPress is saved and vice-versa, thus keeping Salesforce and WordPress in sync in real-time.

  • Object mapping: Map your Salesforce Objects like Account, Lead, Contact, Case, Custom Object, etc. with WordPress Objects like User, Post, Comments, etc. An Object created/updated by one Object mapping can be assigned to the Object created/updated by another Object mapping. The data in WordPress (WP) and Salesforce are in sync when the mapped objects are in sync.

  • Salesforce Objects: Get a list of Standard Objects such as Accounts, Leads, Contacts, etc., and your Salesforce Custom Objects. Map Salesforce Object fields (e.g. Account Name, Billing Address of Accounts) with WordPress Objects (e.g. Email, First Name, Last Name of WP user).

  • Bi-directional Sync: Schedule Salesforce to WordPress Object sync at a specific time interval. The Salesforce Object Sync plugin retrieves the data from the Salesforce object and overwrites the WordPress object based on the field mapping, thus syncing it in Salesforce. Optimally this can be achieved using triggers in Salesforce.

  • Integrations: Object Data Sync for Salesforce integrates with MemberPress, Paid Memberships Pro, Ultimate Members, and WooCommerce, to map the membership levels, User credentials, payment information, billing address from the Membership Sign up page with a Salesforce object field for seamless synchronization of user data from WordPress to Salesforce and vice versa.

  • Unlimited custom field mapping: Create unlimited fields with various user data objects and map them to any [ field/user attribute/object/user data object ] in Salesforce for easy synchronization of user data from WordPress to Salesforce.

  • Import & Export Configuration: This allows you to import or export your plugin configuration settings in case you have to change or activate/deactivate your plugin on another instance. This also gives you the ability to download and maintain the configuration file for your ideal configurations.

  • Ad-hoc User Sync: Ensure user data consistency with new and existing users by syncing user data on an ad-hoc basis by pushing user data from WordPress to Salesforce for your existing users in the WordPress database.

  • Error Reporting: If there is an error while sending WordPress data to Salesforce CRM or vice-versa, an email containing the error details will be sent to the specified email. Also, you can view all the error messages in the plugin itself.

Object Data Sync for Salesforce (Salesforce Object Sync) Use-cases:-

  • User Data Sync: Salesforce to WordPress Sync
    The Object Data Sync for Salesforce plugin enables seamless user data sync from Salesforce to WordPress, where WordPress will act as the SAML identity provider (IDP) and Salesforce as the SAML service provider (SP). This is achieved by using the Login using WordPress Users (WP as SAML IDP) plugin. When an unregistered user tries to access the Salesforce Community portal, the user first has to be registered on the WordPress site. Upon registration, the users will be authenticated by WordPress itself, and these users will be allowed to log into the Salesforce Community portal via a link to the Community page. JIT (Just in Time provisioning) in Salesforce will allow us to create new Community portal users in Salesforce and existing users will be logged into their accounts. If the users change/update their user profile attributes in Salesforce, Apex triggers will be triggered to send the updated user profile attributes to the Object Sync plugin in WordPress, which will then process and send the updated data to the respective attributes in the WordPress database, thus keeping WordPress and Salesforce in sync. Read more about this use case here.

  • Password Sync: WordPress to Salesforce User Sync
    Our Object Data Sync for Salesforce plugin (Salesforce Sync plugin) also enables synchronization of objects from WordPress to Salesforce, where users SSO into WordPress using the WordPress SAML SP plugin, by authenticating in Salesforce. Users register on WordPress using their credentials such as username, email, password, and these details will be synced in Salesforce. The user passwords are stored in hashed formats in the WordPress database. After submission of the registration form, a welcome email will be sent to the user; users will need to login into the Salesforce community portal using the password with which they registered, at which point, the users will SSO by authenticating with Salesforce. Salesforce will then ask users to reset their password to access the Salesforce community portal and they will be able to seamlessly access the WordPress site without being prompted for credentials. At the time of user creation in Salesforce when the user performs the SSO, the Salesforce Object Sync plugin calls the Salesforce REST APIs which enable resetting the old raw passwords and syncing them from WordPress into Salesforce.

Benefits

  • Custom Integration: Ability to manage complex queries and large datasets with the greatest control over Salesforce objects and fields. We offer Custom development that is required for more flexibility.

  • 24/7 Active Support: We provide world-class support and customers vouch for our support.

  • Integrations: miniOrange provides integrations with all types of platforms like MemberPress, WooCommerce, PaidMembership Pro, and many more, etc.

If you are still bothered about your data sync or synchronization from WordPress (WP) with Salesforce or how the plugin would work for you specifically, customized solutions and Active support are available. You can always contact us through https://www.miniorange.com/contact or Email us at samlsupport@xecurify.com We would be happy to help you out.

Website

Check out our website for other plugins https://plugins.miniorange.com or click here to see all our listed WordPress plugins.
For more support or info email us at info@xecurify.com or Contact us. You can also submit your query from the plugin’s configuration page.

Capturas

  • App Configuration
  • Attribute Mapping

Instalación

From WordPress.org

  1. Download miniOrange Object Data Sync For Salesforce.
  2. Unzip and upload the Object Data Sync For Salesforce directory to your /wp-content/plugins/ directory.
  3. Activate Object Data Sync For Salesforce from your Plugins page.

From your WordPress dashboard

  1. Visit Plugins > Add New.
  2. Search for Object Data Sync For Salesforce. Find and Install Object Data Sync For Salesforce.
  3. Activate the plugin from your Plugins page.

From your Salesforce App

  1. Go to the Salesforce login page and log in as an Administrator.
  2. You will be represented with the home screen of salesforce.
  3. Navigate to Apps in the left menu, then select the App Manager option.
  4. In the same tab, select the option New Connected App to create a new application.
  5. Fill in the required information in the below boxes.
  6. Under the API (Enable OAuth Settings) tab, check the option of Enable OAuth Settings.
  7. Enter your WordPress URL in the Callback URL block. Note: Make sure that the URL must be present in https:// format.
  8. Under the available OAuth scopes users have to select Manage user data via APIs (api) and Perform requests on your behalf at any time (refresh_token, offline_access) options then click on SAVE.
  9. Now the user will be prompted with a confirmation page, click on Continue.
  10. After this users will be able to view the app they configured, keep the Consumer Key and Consumer Secret handy you will need them while configuring the plugin.

From Object Data Sync for Salesforce plugin

  1. Copy Consumer Key and Consumer Secret from Salesforce App. Navigate to the plugin and under the Basic App, Configuration tab paste it.
  2. Click on Save and Authorize.
  3. In the Field Mapping tab, select the Salesforce object where you want your WordPress record to be shown.
  4. From the dropdown select the attribute you want as Username and Email. You can set more attributes and click on SAVE.
  5. Navigate back to the Manage Application tab, under the Test Connection tab from the dropdown select the user you want to push to the salesforce and click on PUSH. The user will be created in the Salesforce object you chose. If the user already exists, it will get updated.
  6. Navigate to Salesforce, under the Object Manager tab search for the Salesforce object you choose and click on the object.
  7. Now to view the record from WordPress into the Salesforce object you have to switch the display to Salesforce Classic mode.
  8. Now you can now view your record into the Salesforce object you chose.

FAQ

How shall I synchronize objects from WordPress to Salesforce?

Using our Object Data Sync For Salesforce Plugin, you can sync any Salesforce Object ( contact, account, lead, etc ) to any WordPress object (e.g. comment, page, post, user, etc ). Our Salesforce to WP object sync solution enables the automatic creation of objects in Salesforce using the WordPress user’s data.

For additional queries, email us at info@xecurify.com or Contact us.

Reseñas

23 de marzo de 2022
Works as expected. The free version doesn't let you sync with custom post types in WP, but the PRO version does let you sync between custom post types and custom objects in SF. Support has been great too. Haven't come across any other WP plugin that lets us do what this plugin is allowing us to do in terms of pulling data from SF to WP.
Leer la 1 reseña

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Registro de cambios

1.0.5

  • UI Improvements
  • Bug fixes

1.0.4

  • UI Improvements
  • Bug fixes
  • Added Extended field mapping
  • Added Import-Export and Keep Configuration intact options

1.0.3

  • UI Improvements
  • Added Guide and Troubleshooting tabs
  • Dynamic Field Mapping
  • Added error codes

1.0.2

  • UI Improvements.