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:

Object Data Sync for Salesforce

By miniOrange

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

Get this plugin

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

Salesforce Integrations

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

Salesforce Integration

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.

• 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


• Create your mapping under Object Attribute Mapping.

• Click on Save

• 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.

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.

• Under the PLATFORM TOOLS navigate to the Process Automation, under that you will find Workflow Rules.

• In the same window, click on the New Rule button to configure a new workflow rule.

• You will be prompted with the dialog box, Select Continue with Workflow Rules option.

• Select the Salesforce Object you want the rule to be applied to and then click on Next.

• Under Rule Name enter the name of your choice. Under the Evaluation Criteria field, select created, and every time it's and edited option.

• If you want to apply any rules/conditions that should be satisfied when an object is updated you can configure them under Rule Criteria.

• Click on Save & Next to save the rule.
• From the Add Workflow Action dropdown, select New Outbound Message.

• 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


• Click on Save.
• On the next screen, in the right corner, click on Done.

• Click on Activate to activate the Workflow rule.

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

• User Data Synchronization
• Salesforce Sync use-case using Apex Triggers
• WordPress Object Data Sync for Salesforce
• Salesforce Integrations
• Setup WordPress – Salesforce Bi-directional Object Data Sync
• Sync WooCommerce Orders, Customer Data with Salesforce
• Sync PMPro data with Salesforce
• What is Single Sign-On (SSO)?
• What is SAML?
• Frequently Asked Questions (FAQs)

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