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 Salesforce plugin for WordPress 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 Preconnected App Setup, or create a custom connection later if needed.

• Preconnected App Setup
• External Client App Setup

You can quickly connect WordPress to Salesforce using the Preconnected App Setup 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.

• Within the WordPress admin dashboard, navigate to Object Data Sync for Salesforce from the left navigation panel.
• Go to the Manage Application tab of the plugin.

• In the Type step, select Login with Salesforce Account from the How do you want to connect? options, then click Continue.

• In the Environment step, select your Salesforce environment (Production or Sandbox/Testing).

• If you use a custom domain, select Custom URL and enter your domain's login URL in the My Domain Login URL field.

• Click Connect to Salesforce button.
• 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.

• Once the connection is successful, click Next: Object Mapping → button to proceed.

Refresh Token Policy for Preconnected App Setup

• 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, you can set up a Salesforce External Client App instead. Follow the steps below to complete the connection.

• Within the WordPress admin dashboard, navigate to Object Data Sync for Salesforce from the left navigation panel.
• Go to the Manage Application tab of the plugin.
• In the Type step, select Salesforce External Client App Setup and click Continue.

• In the Domain step, enter your Salesforce Domain URL.

• To find your Salesforce Domain URL:
• Go to the Salesforce Setup page.
• In the Quick Find search box, search for My Domain.
• Navigate to Company Settings >> My Domain.
• Copy the Current My Domain URL.



• Click Continue.


Note: Make sure to add https:// before the Current My Domain URL when entering it in the plugin.

• From the Credentials step, copy the Redirect URI. You will need this URL while configuring the External Client App in Salesforce.

• To obtain the Client ID and Client Secret, go to the Salesforce Setup tab.
• In the Quick Find search box, search for External Client App Manager.
• Click New External Client App to create a new External Client App.

• Enter the External Client App Name and Contact Email.
• Under the API (Enable OAuth Settings) dropdown, enable the Enable OAuth checkbox.

• In the Callback URL field, enter your WordPress site URL. You can also copy the URL from the Callback URL field in the plugin's Manage Application tab.
• Under OAuth Scopes, select Manage user data via APIs (api).

• Under Flow Enablement, check the Enable Client Credentials Flow checkbox.
• Click Save/Create to create the External Client App.

• Go to the Policies tab and open the OAuth Policies dropdown.
• Under OAuth Policies in the Plugin Policies section, make sure Permitted Users is set to All users can self-authorize.
• Under OAuth Flows and External Client App Enhancements, check the Enable Client Credentials Flow checkbox.

• In the Run As (Username) field, enter the username of the Salesforce user you want to authorize for the plugin. Make sure the user has the required Salesforce API Integration permissions, and then click Save.

• Go to the Settings tab.
• Open the OAuth Setting dropdown and click Consumer Key and Secret.
• Copy and paste the Consumer Key into the Client ID field and the Consumer Secret into the Client Secret field in the Credentials step.

• Click Connect to Salesforce to complete the connection.

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 Salesforce Object Sync for WordPress plugin.

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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