Overview

Salesforce manages structured operational data such as projects, activities, timelines, and internal records. WordPress, by contrast, is commonly used to publish selected information for stakeholders, internal teams, or external audiences. These platforms operate independently and do not share data natively.

Because of this separation, organizations often duplicate information across Salesforce and WordPress. Manual updates introduce delays, inconsistencies, and unnecessary administrative effort, especially when Salesforce data changes frequently.

In this use case, the miniOrange Object Data Sync for Salesforce plugin helps display Salesforce data on WordPress site pages directly. Salesforce remains the single source of truth, while WordPress retrieves and renders live data in table, card, and calendar formats. No Salesforce records are stored locally in WordPress, ensuring accuracy, consistency, and real-time visibility.

Scenarios

Organizations publish Salesforce data on WordPress to support operational visibility and reporting. These use cases can be grouped into the following requirements.

1. Table or Grid-Based Display

Project data is managed in Salesforce across multiple teams, while stakeholders need a single WordPress page that presents all active projects in a consistent format, such as tables, grids, or cards. Key details like status, ownership, and progress must stay in sync with Salesforce.

2. Filtered Views on Separate Pages

Different teams require access to specific subsets of data based on defined criteria. Separate WordPress pages are needed to display filtered Salesforce records without duplicating data or maintaining manual lists.

3. Calendar-Based Display

Salesforce records that include milestones, deadlines, or scheduled activities need to be presented in a timeline-based view. Calendar-style displays on WordPress ensure date-driven information remains aligned with Salesforce.

Prerequisites

Before configuring Salesforce data visualization on WordPress, the following requirements must be met:

• An active Salesforce account with permissions to read required objects and fields
• A WordPress site with Administrator permissions
• miniOrange Object Data Sync for Salesforce Enterprise plugin installed and activated

Solution

The Object Data Sync for Salesforce plugin enables Salesforce data visualization on WordPress site pages by retrieving Salesforce records dynamically using shortcodes.

When a WordPress page loads, data is fetched in real time through API calls and rendered immediately in the selected view format. This removes the need for manual updates and ensures information remains accurate and up-to-date.

1. Table or Grid-Based Display

Project and operational data are presented on WordPress in a structured table or grid format to provide a consolidated view of multiple entries. These formats are especially useful when users need to compare key details across records in a single view.

• Objects and fields are mapped, so values appear consistently on WordPress
• A shortcode is added to the page where the table or grid should appear
• When the page loads, the current data is retrieved
• Entries are rendered in a table or grid layout for easy viewing

These display formats make Salesforce records easier to review on WordPress, allowing users to quickly assess status, ownership, and progress.

2. Filtered Views on Separate Pages

When different audiences require access to different subsets of information, filtering is applied before the content is displayed. Each WordPress page presents only the data relevant to its purpose.

• Filter conditions are defined using fields such as department, status, or priority
• Each page applies its own filter configuration
• Only matching entries are retrieved
• The filtered dataset is displayed dynamically

This supports controlled Salesforce data visualization on the WordPress site without duplicate lists or manual updates.

3. Calendar-Based Display

For entries that include date-based information, timelines are displayed using a calendar format on WordPress. This view helps users understand milestones, deadlines, and upcoming activities at a glance and makes it easier to show Salesforce records in WordPress as calendar views.

• Date fields are mapped to calendar start and end values
• A calendar view shortcode is added to the page
• Data is retrieved when the page is accessed
• Entries are displayed based on their dates

This allows teams to display the Salesforce calendar in WordPress while keeping timelines synchronized.

Benefits

• Live Salesforce-driven pages: WordPress pages show Salesforce records in real time when accessed, so information reflects the current state of Salesforce without scheduled exports.
• Single update location: Update records only in Salesforce. That single source of truth removes the need to edit multiple WordPress pages and reduces coordination overhead.
• Multiple views from one dataset: A single Salesforce object can power many WordPress pages. Each page can apply its own filters by department, status, or priority, delivering tailored views without duplicating data.
• Clear timeline visibility: Date fields from Salesforce are rendered visually, turning deadlines and milestones into easy-to-scan calendar entries rather than raw table columns.
• Lower maintenance effort: Automating display from Salesforce eliminates manual copying and repeated edits, cutting administrative work and the risk of inconsistent content.
• Unified visualization and retrieval: All data fetching and rendering are handled through a single WordPress Salesforce plugin, simplifying setup, governance, and ongoing management.

Conclusion

The Object Data Sync for Salesforce plugin helps you successfully publish live, role-specific Salesforce records on WordPress. It supports multiple display formats, including tables, grids, cards, and calendars, all of which update in real time while keeping data centralized and secure.

If you need assistance tailoring the plugin to a specific workflow, configuring advanced filters or views, or implementing a custom integration, contact us at salesforcesupport@xecurify.com, and our team will guide you to the best configuration.

Additional Resources

1. Object Data Sync for Salesforce
2. Salesforce WooCommerce Integration
3. Bi-directional Salesforce WordPress Events Calendar Sync
4. Salesforce WordPress Forms Integration
5. Salesforce SSO and Provisioning