How to connect WordPress with Salesforce for Bi-Directional Data Sync?

Overview

WordPress helps you manage your website, while Salesforce helps you track leads, customers, and sales activity. Many businesses rely on both to collect information online and manage their customer relationships in one place. When used together, they make it easier to attract visitors, capture details, and guide them toward becoming customers.

The Salesforce to WordPress Sync brings both systems together so information can move smoothly between them. Once configured, new form submissions, user updates, or posts created in WordPress can appear in Salesforce, and changes made in Salesforce can show up in WordPress as well.

Salesforce’s Web-to-Lead feature lets you create leads from form submissions, but it only works one way and can’t send updates back to WordPress.

The miniOrange WordPress Salesforce plugin keeps both platforms in sync in real time. It allows you to map fields, sync users, leads, and custom objects, and move information between WordPress and Salesforce in both directions. This ensures your data stays accurate and consistent, giving your team a complete view of every customer interaction.

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Pre-requisites : Download And Installation

Before you set up the Salesforce to WordPress sync, make sure you have the following:

• A WordPress administrator account.
• A Salesforce administrator account.
• The miniOrange Object Data Sync for Salesforce plugin is installed and activated.
• SSL is enabled on your WordPress site, so the callback URL

Configuration Steps

Step 1: Configure Salesforce Application

Before WordPress and Salesforce can sync data, the plugin needs to be connected to your Salesforce account. You can connect it quickly using the Automatic Pre-Connected App, or create a custom connection later if needed.

• Automatic (Pre-connected App)
• Manual (Custom App)

You can quickly connect WordPress to Salesforce using the Automatic (Pre-Connected App) option. This method doesn’t require any manual setup in Salesforce and securely authorizes the plugin to access your Salesforce account. Follow the steps below to complete the connection.

• In WordPress, go to Object Data Sync for Salesforce >> Settings. Under Salesforce Application Type, select Automatic (Pre-Connected App).
• Choose your Salesforce environment (Production or Sandbox) and click Save Selected Environment. If you use a custom domain, select Custom and enter your Salesforce domain name.

• Click Connect to Salesforce. A Salesforce login window will appear. Sign in with a System Administrator account and grant the requested permissions.

• When prompted, click Allow to authorize the plugin. After authorization, the plugin will show a confirmation screen. Click Next to continue.

Note: You must log in with a Salesforce System Administrator account to grant the required permissions for this step.

• After you click Allow, the connection between WordPress and Salesforce will be established successfully. A confirmation screen will appear showing that the connection is active.
• Click Next to continue with the setup.

Refresh Token Policy for Automatic (Pre-Connected) App

• By default, the miniOrange app uses a refresh token that does not expire. However, some Salesforce environments apply stricter security policies that may install the app with a temporary refresh token. When this happens, the token expires after a certain period, and you’ll need to click Re-authorize with Salesforce in the plugin to reconnect.
• To prevent the refresh token from expiring, log in to your Salesforce account, click the Setup gear icon in the top-right corner, and update the refresh token settings as described in the next section.

• Go to Apps >> Connected Apps >> Connected Apps OAuth Usage from the left-hand panel, then click Install.

• Now, click Manage App Policies next to the miniOrange application, as shown below.

• Click on Edit Policies.

• Under the OAuth Policies section, select Refresh token is valid until revoked from the Refresh Token Policy dropdown.

If your organization requires custom OAuth credentials or doesn’t allow the pre-connected app, you can create your own Connected App in Salesforce. This method gives you full control over OAuth settings and supports Salesforce to WordPress sync for two-way data synchronization.

Follow these steps to create the Connected App:

• Go to the Salesforce login page and sign in as an Administrator.
• You will see the Salesforce home screen.

• Click the Setup gear icon in the top-right corner.

• Under the PLATFORM TOOLS section in the left-hand menu, navigate to Apps and select App Manager.

• In the same window, go to the top-right corner and click Create External Client App (or New Connected App, depending on your Salesforce version).

• Enter the External Client App Name and Contact Email as shown below:
• Check the Enable OAuth checkbox under API (Enable OAuth Settings).

Connected App Name	Enter a unique name for the app. Use only letters, numbers, and underscores.
	NOTE: The name must begin with a letter, cannot contain spaces, cannot end with an underscore, and cannot include two consecutive underscores.
API Name	Enter a name of your choice. By default, it copies the Connected App Name.
	NOTE: The same naming rules apply — only letters, numbers, and underscores are allowed, and it must start with a letter.
Callback URL	Enter your WordPress Site URL.
	NOTE: Enter your WordPress site URL in https:// format. This is required for secure communication between WordPress and Salesforce.
Contact Email	Enter a valid contact email address for notifications or administrative purposes.
Available OAuth Scopes	Select Manage user data via APIs (api) and Perform requests on your behalf at any time (refresh_token, offline_access) option.

• For the WordPress site URL, open the plugin and go to the Manage Application tab. Copy the Redirect URI displayed there.

• Enter the Callback URL. You can copy the Redirect URI from the Manage Application tab in the plugin.
• Select Manage user data via APIs (api) and Perform requests at any time (refresh_token, offline_access) from the Available OAuth Scopes section.

• Under the Security section, make sure to disable the Require Proof Key for Code Exchange (PKCE) extension for Supported Authorization Flows checkbox. Refer to the image below:

• Click Save to create the app.
• You can access the Consumer Key and Consumer Secret under Settings >> OAuth Settings by clicking Consumer Key and Secret.

• You may receive a 2FA prompt depending on your login policies. Enter the OTP or verification code if prompted. The Consumer Key and Consumer Secret are required to establish the connection between Salesforce and WordPress.

Only for Manual Application Type

• Navigate to the WP Object Salesforce Sync plugin in WordPress.

• Under the Manage Application tab, paste the Consumer Key and Consumer Secret from the Salesforce app.

Select Environment	Select your Salesforce environment to determine the Salesforce URL. If you have a custom URL, select the last option. Note: If you use a custom URL, make sure it ends with .salesforce.com.
Authorization URL	If you selected the Custom URL option above, provide the Salesforce link here.
Application ID	Paste the Consumer Key from the Salesforce app.
Client Secret	Paste the Consumer Secret from the Salesforce app.
Redirect URI	Enter the Callback URL from the Salesforce app.
Scopes	Enter api refresh_token

• Click Save Configuration.
• Then, click Connect to Salesforce. You will be prompted to enter your Salesforce credentials. After signing in, you’ll be asked to grant permissions. Click Allow to complete the connection.

• Once authorized, the connection to Salesforce will be established successfully, and a confirmation screen will appear.
• Click Next to continue.

Note: If you want to sync records from Salesforce to WordPress, refer to the guide linked here.

Step 2: Object Mapping

• In the Object Mapping tab, click Add Object Mapping to set up a new connection between a WordPress object and a Salesforce object.

• In the first section, select the WordPress Object you want to connect, either User or Post. The fields from this WordPress object can then be linked to matching fields in the Salesforce object.

Note: In the free version of the Object Data Sync for Salesforce plugin, data can only sync from Salesforce to WordPress for the User and Post objects.

• In the second section, choose the Direction of Sync as Sync from WordPress to Salesforce.

Note: You can also configure the WordPress and Salesforce data sync by following the guide here.

• In the third section, select the Salesforce object to which you want to push the WordPress data.

• In the fourth section, link the fields of the selected Salesforce object with the corresponding WordPress fields.
• Click Add Salesforce Field to add a new mapping.
• If a mapping is not required, click the delete button next to it to remove it.

• Finally, click Save Object Mapping to save all your configured mappings.

Step 3: Push Objects from WordPress to Salesforce

Once on-demand and real-time sync sync are enabled for WordPress and Salesforce, you can start transferring your existing WordPress data into Salesforce. This section outlines how each sync type functions and how to initiate them.

• On-demand Bulk Push
• On-demand Push from the User profile
• Enable Real-time sync

Push WordPress Users:

• In your WordPress dashboard, click Users from the left-hand menu. From the list of users, select the ones you want to sync from WordPress to Salesforce.

• Click the Bulk actions dropdown and select Sync Users to Salesforce. The selected users will be created or updated in the Salesforce object based on the saved field mappings.

Push WordPress Posts:

• In your WordPress dashboard, click Posts from the left-hand menu.
• From the list of posts, select the ones you want to sync from WordPress to Salesforce.

• Click the Bulk actions dropdown and select Sync Posts to Salesforce. The selected posts will be created or updated in the Salesforce object according to the saved mappings.

• In your WordPress dashboard, click Users from the left-hand menu.
• Find the user you want to sync from WordPress to Salesforce and click Edit next to their name.

• Scroll down to the Object Data Sync for Salesforce meta box and click Push to Salesforce.
• Then, click Update Profile.
• The user will be created or updated in the Salesforce object based on the saved mappings.

• Navigate to the Advanced Sync Options tab of the Object Data Sync for Salesforce plugin.
• Under the Realtime Sync section, enable the Enable Real-Time Sync toggle.
• Click the Save Configuration button.
• The user will be created or updated in real time in the Salesforce object based on the saved mappings.

Note: Real-time sync automatically updates Salesforce whenever users or posts are created or modified in WordPress.

You have successfully configured the WordPress Salesforce Object Sync.

Step 4: Verify and Test

After completing the configuration, run a test to confirm that data flows correctly:

• Create a new user or post in WordPress, ensuring you fill in all mapped fields.
• Check the corresponding Salesforce object to confirm that the record appears with the expected values.
• If data doesn’t appear, review your field mappings, API credentials, and Salesforce scopes. Re‑authorise the connection if necessary.

Note: Always test with sample data before moving changes to a live site. Running your checks in a Salesforce Sandbox reduces the risk of impacting production records.

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