Salesforce Provisioning: Salesforce Package Setup Guide

Overview

The miniOrange API Integration package enables secure connectivity between Salesforce and external systems such as Jira, WordPress, and other platforms by exposing configurable API endpoints within your Salesforce org. Once installed, authorized users can perform cross-platform actions, such as syncing records, creating or updating issues, and managing comments, directly from Salesforce without leaving the interface. This guide walks you through installing the package, assigning permission sets, configuring the Named Credential for WordPress, and setting up the application and object mappings needed to sync data between Salesforce and WordPress.

Pre-requisites: Download And Installation

Before you begin, ensure the following prerequisites are met:

• Salesforce Access: You have a Salesforce organization with System Administrator privileges and permission to install AppExchange packages and configure Permission Sets, Named Credentials, and External Credentials.
• WordPress Access: You have an accessible WordPress site, along with an administrator username and a WordPress Application Password (generated from Users → Profile → Application Passwords).
• Package Installation: The miniOrange API Integration package is installed from the Salesforce AppExchange, and the required miniOrange API Integration User permission set is assigned to the appropriate users.

Step 1: Install the Package

• Download and install the miniOrange API Integration package from the Salesforce AppExchange.
• During installation, choose the appropriate security option based on your organization's deployment requirements:
  • Install for Admins Only: Grants access only to Salesforce administrators.
  • Install for All Users: Makes the package available to all users in your Salesforce organization.
  • Install for Specific Profiles: Allows you to grant access only to selected user profiles.
• Click Install and wait for Salesforce to confirm that the installation finished.

Step 2: Assign the Permission Sets

• After the package has been installed, assign the required permission set to the users who will use the application.
• To assign the permission sets, navigate to the Salesforce Home Page, click the Gear icon in the top-right corner of Salesforce, and select Setup.

• In the Quick Find search box, search for Permission Sets and navigate to Users → Permission Sets.

• Open the miniOrange API Integration User permission set.

• Click Manage Assignments.

• Click Add Assignment.

• Choose the users who should have access to the package, then click Next.

• Click Assign to grant the permission set.

• Once the assignment is complete, click Done.

The selected users now have the necessary permissions to access and use the miniOrange API Integration package. Now, you can proceed to configure the Named Credential and the application according to your integration requirements.

Step 3: Configure the Named Credential for WordPress

Create the External Credential

• Navigate to the Salesforce Setup page by clicking the Gear icon in the upper-right corner.
• In the Quick Find search box, search for Named Credentials and navigate to Security → Named Credentials.

• Open the External Credentials tab and click New.

• Fill in the fields below:

Label	Enter a descriptive label, for example, WordPress External Cred.
Name	Accept the API name that Salesforce fills in, or enter your own.
Authentication Protocol	Select Basic Authentication.

• Click Save.

Add a Principal

• Navigate to the Principals section and click the New button.

• Fill in the fields below:

Parameter Name	Enter a name for the principal, for example, WordPressPrincipal.
Sequence Number	Enter 1.
Identity Type	Select Named Principal.
Username	Enter your WordPress username.
Password	Paste your WordPress Application Password. Your regular WordPress password will not work here.

• Click Save.

Create the Named Credential

• Navigate to the Named Credentials tab and click New.

• Fill in the fields below:

Label	Enter a descriptive label, for example, WordPress Site.
Name	Accept the API name that Salesforce fills in.
URL	Enter your WordPress site URL, for example, https://example.com.
Enabled for Callouts	Select this checkbox. Salesforce blocks every callout while it stays clear.
External Credential	Select the External Credential you created above.
Generate Authorization Header	Keep this checkbox selected so Salesforce sends the Basic Authentication header.

• Scroll to Managed Package Access and add the namespace moSfApi to the Allowed Namespaces for Callouts field.

• Click Save.
• Navigate to Permission Sets from the Salesforce Setup page.
• Click New to create a permission set, or open an existing one that you would like to use to manage the External Credential access.

• Once you have created a new Permission set or opened the existing one under the Apps section, click External Credential Principal Access.

• Click Edit.
• Move your External Credential from Available External Credential Principals to Enabled External Credential Principals.
• Click Save.

• Return to Permission Sets and click Manage Assignments.

• Click Add Assignments.

• Select the users who should have access to the integration, and click Next.

• Click Assign, and then click Done.

Step 4: App Configuration

After configuring the Named Credential, you can create a new application and configure object mappings.

Create a New Application

• Open the App Launcher, search for miniOrange API Integration, and open the app. The Dashboard will open.

• From the left navigation menu, select Manage Application.
• Click + New Application.

• Select the WordPress application card.

• Configure the following details:

Application Name	Enter a name for this connection, for example, Tutor WordPress Site.
Application Type	Confirm that WordPress appears here. Salesforce sets this from the card you selected.
Named Credential	Select the Named Credential you created in Step 3.

• Click Create Application.

Open the Application Dashboard

• Find your new application in the Configured Apps list.
• Click the Actions (dropdown) menu.
• Select App Dashboard.

Create an Object Mapping

• Navigate to the Object Mapping tab.
• Click New Mapping.

• Under the Objects section, configure the following:

Salesforce object	Select the Salesforce object to sync, for example Contact.
WordPress object	Select the destination WordPress content type. Posts, Pages, and Custom Post Types all appear here, pulled straight from your WordPress site.
Sync direction	Select Salesforce → External Platform.
Primary key field (recommended)	Select an unused Salesforce field to store the WordPress record ID. Later syncs then update existing records instead of creating duplicates.

• Click Save.

Configure Field Mappings

• Under the Field Mappings section, click Add Field Mapping.

• Map the Salesforce fields to their corresponding WordPress fields.
• Repeat the process until all required fields are mapped.
• Click Save, then select Done to complete the mapping.

Your application is now configured and ready for testing.

Test the Sync Configuration

A test sync sends one live record to WordPress, so it confirms the whole chain at once.

• Navigate to the Object Mapping tab.
• Locate the mapping you created.
• Click the Actions (dropdown) menu, and select Test Configuration.

• From the Salesforce Record dropdown, choose the record you want to test.
• Click Run Test.

• A successful test returns a green Success status, the operation type, the HTTP response code, and the external record ID. The Payload Sent panel displays the exact data that reached WordPress. Compare those values against your field mappings to confirm the result.
• A failed test returns the HTTP error code and a message instead. Check the Named Credential URL, the WordPress Application Password, and the permission set assignment, then run the test again.

Once the test passes, Salesforce and WordPress share a working connection, and your mapping goes live.

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