Configure WordPress – Salesforce Bi-directional Object Data Sync

Follow the steps below to connect to salesforce using manual/custom app.

• Go to Salesforce login page and login as an Administrator.
• You will be represented with the home screen of Salesforce.

• Navigate to the SETUP tab.

• Under the PLATFORM TOOLS section, navigate to the Apps in the left menu.
• Select the App Manager option.

• In the same window, head to the top right corner and select the option New Connected App to create new application.

• Fill the required information in below boxes.
• Under the API (Enable OAuth Settings), check the option of Enable OAuth settings.


Connected App Name	Enter any name of your choice.
	NOTE: The Connected App Name can only contain underscores and alphanumeric characters. It must be unique, begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores.
API Name	Enter any name of your choice. By default it just copies the Connected App Name.
	NOTE: The API Name can only contain underscores and alphanumeric characters. It must be unique, begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores.
Callback URL	Enter your WordPress Site URL.
	NOTE: Make sure that URL must be present in https:// format.
Contact Email	Enter any email of your choice.
Available OAuth Scopes	Select Manage user data via APIs (api) and Perform requests on your behalf at any time (refresh_token, offline_access) options.

• For the WordPress site URL, you can navigate to the plugin’s Manage Application tab and can copy the Redirect URI as shown below:

• Please make sure to turn off the Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows checkbox.

• Then, click on SAVE.
• Now the user will be prompted with the confirmation page, click on Continue and move on next page.

• After this user will be able to view the app they configured, click on Manage Consumer Details button to get Consumer Key and Consumer Secret.

• You might get a 2FA prompt depending on the login policies, enter the OTP or 2FA prompt if asked, to get Consumer Key and Consumer Secret which are necessary to enable a connection between Salesforce and WordPress.

 Only for Manual Application Type

• Navigate to the WP object Salesforce Sync plugin.

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

Select Environment	Select your Salesforce Environment to determine Salesforce URL. If you have a custom URL select the last option Note: If you use custom url make sure it ends in .salesforce.com.
Authorization URL	If you select Custom URL option in the previous option you will need to provide the link here.
Application ID	Paste the Consumer Key from Salesforce App.
Client Secrets	Paste the Consumer Secret from the Salesforce App.
Redirect URI	Enter the Callback URL from the Salesforce App.
Scopes	api refresh_token

• Click on Save Configuration.
• Click on Connect to Salesforce button. You will be prompted to enter your salesforce credentials, once entered, you will be asked for certain permissions, please click on Allow to connect to Salesforce.

• After clicking Allow, you will successfully connect to Salesforce. You will see the following screen confirming your connection to Salesforce.
• Click on Next to continue.