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The Object Data Sync For Salesforce plugin synchronizes WordPress objects with selected object/record in Salesforce and keeps Salesforce object/record in sync with the WordPress.
Here we will go through a guide to configure WordPress - Salesforce Bi-directional Object Data Sync.
To configure Salesforce Sync with WordPress, you will need to install the Sync WordPress object to Salesforce object plugin:
The plugin allows WordPress objects (post, page, user, blog) Objects and Salesforce objects to map one another. The records in Salesforce objects will be created/updated/deleted when the data in WordPress (WP) is saved.
Integrate WordPress, Drupal, Joomla, and any other third party app with Salesforce, for seamless SSO and Object / data synchronization.
It can also be called as One Click Authorization mechanism. In this method of authorization you don't need client credentials (like Consumer Key or Consumer Secret) to connect to Salesforce.
Note: Your user must have System Administrator access to your Salesforce to provide consent for the above step.
Follow the steps below to connect to salesforce using manual/custom app.
|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.|
|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.|
Note: If you want to sync records from Salesforce to WordPress, refer to the guide linked here.
Note: With the free version of the Object data sync for Salesforce plugin, you can only sync data from WordPress Users/Posts to Salesforce.
Note: You can configure the plugin to sync data from Salesforce to WordPress by following the guide linked here.
Note: Real time sync allows you to sync WordPress users/posts with Salesforce when they are created/updated in WordPress.
You have successfully configured WordPress (WP) Salesforce Object Sync.
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