Search Results :

×

Sync Data from Salesforce to WordPress (WP) using Salesforce Workflow Automation (Real-time sync)

Sync Data from Salesforce to WordPress (WP) using Salesforce Workflow Automation (Real-time sync)


Salesforce Real-time Data Sync to WordPress can be achieved using our Object Data Sync for Salesforce plugin. Our plugin enables your WordPress site to receive data from Salesforce in real-time and stores it in the appropriate WordPress objects. We make use of the Salesforce Workflow automation feature to send data to your WordPress site as soon as it is created or updated in Salesforce. Salesforce Workflows also allow you to add certain criterias/conditions to be met before the data is sent over, this enables data filtering and you can make sure that only the required data is sent to your WordPress site. You can accurately maintain the data life stages by using real-time sync to keep the data in constant sync..

Here we will undergo a manual to configure Salesforce to WordPress real time Object Sync.

Pre-requisites : Download And Installation

To configure WordPress Salesforce Sync Integration with WordPress, you will need to install the Sync WordPress object to Salesforce object plugin:

The plugin allows WordPress objects (post, page, user, blog) 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.

 Tested with 6.0.0

WordPress Salesforce Object Sync along with seamless integrations with other environments and applications

 Salesforce to WP real time sync | Salesforce Integrations

Integrate WordPress, Drupal, Joomla, and any other third party app with Salesforce, for seamless SSO and Object / data synchronization.

1. Configure Workflow Integration in WordPress

  • To connect the plugin to Salesforce you can follow the first step from the given manual.
  • Once done please follow the steps below for configuring the Salesforce Workflow Integration in WordPress.
  • Navigate to the Object Mapping tab of the plugin and click on Add Object Mapping.
  •  Salesforce to WP real time sync | WP object Salesforce Sync- Object Mapping
  • Enter the following values in Object Data Sync for Salesforce plugin
  • Salesforce Object Select a Salesforce object
    NOTE: This is the salesforce object with you want to sync data.
    WordPress Object Select a WordPress Object
    Sync from salesforce to WordPress toggle Enable sync from salesforce to WP
     Salesforce to WP real time sync | Mapping Configuration
  • Create your mapping under Object Attribute Mapping.

NOTE: Make sure to map all the fields that you want to sync from Salesforce

     Salesforce to WP real time sync | Object Attribute Mapping
  • Click on Save
  •  Salesforce to WP real time sync | Static Values
  • After configuring the Salesforce to WordPress sync, under the Object Mapping tab scroll down to Real Time Salesforce to WordPress Sync and copy the outbound url.
     Salesforce to WP real time sync |  Workflow integration

2. Configure Workflow Integration in Salesforce

  • Go to Salesforce login page https://login.salesforce.com and login as an Administrator.
  • You will be represented with the home screen of Salesforce.
  •  Salesforce to WP real time sync |  Home Screen
  • Under the PLATFORM TOOLS navigate to the Process Automation, under that you will find Workflow Rules.
  •  Salesforce to WP real time sync |  Process Automation
  • In the same window, click on the New Rule button to configure a new workflow rule.
  •  Salesforce to WP real time sync | New Rule
  • You will be prompted with the dialog box, Select Continue with Workflow Rules option.
  •  Salesforce to WP real time sync | Workflow Rules Option
  • Select the Salesforce Object you want the rule to be applied to and then click on Next.
  •  Salesforce to WP real time sync | Salesforce Object Option
  • Under Rule Name enter the name of your choice. Under the Evaluation Criteria field, select created, and every time it's and edited option.
  •  Salesforce to WP real time sync | Rule Name
  • If you want to apply any rules/conditions that should be satisfied when an object is updated you can configure them under Rule Criteria.
  •  Salesforce to WP real time sync | Rule Criteria
  • Click on Save & Next to save the rule.
  • From the Add Workflow Action dropdown, select New Outbound Message.
  •  Salesforce to WP real time sync | Add Workflow Action
  • In the Outbound Messages screen, enter the below information.
  • Name Enter any name of your choice.
    Endpoint URL Please paste the endpoint URL copied from the plugin’s Workflow Integration Tab
    Accounts field to send Select the fields you want to sync with WordPress
     Salesforce to WP real time sync | Outbound screen
  • Click on Save.
  • On the next screen, in the right corner, click on Done.
  •  Salesforce to WP real time sync | Salesforce Integrations
  • Click on Activate to activate the Workflow rule.
  •  Salesforce to WP real time sync | Activate

The WordPress Object Data Sync for Salesforce plugin facilitates real-time sync from Salesforce to WordPress, using workflow automation rules. By following this guide, you have successfully configured the workflow rules for your Salesforce-WP sync purposes, and now if you create or edit any object satisfying the rule then the configured fields will get synced with WordPress.


Additional Resources


If you are looking for anything which you cannot find, please drop us an email on salesforcesupport@xecurify.com

Why Our Customers choose Object Data Sync for the Salesforce Sync plugin ?


24/7 Support

miniOrange provides 24/7 support for all the Secure Identity Solutions. We ensure high quality support to meet your satisfaction.

Sign Up

Customer Reviews

See for yourself what our customers say about us.
 


Reviews

Extensive Setup Guides

Easy and precise step-by-step instructions and videos to help you configure within minutes.


Watch Demo


We offer Secure Identity Solutions for Single Sign-On, Two Factor Authentication, Adaptive MFA, Provisioning, and much more. Please contact us at

 +1 978 658 9387 (US) | +91 77966 99612 (India)   salesforcesupport@xecurify.com

Hello there!

Need Help? We are right here!

support
Contact miniOrange Support
success

Thanks for your inquiry.

If you dont hear from us within 24 hours, please feel free to send a follow up email to info@xecurify.com