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.
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.
Integrate WordPress, Drupal, Joomla, and any other third party app with Salesforce, for seamless SSO and Object / data synchronization.
|Mapping Label||Enter any string of your choice.|
|NOTE: Please make sure that no two mappings have the same mapping label.|
|Salesforce Object||Select a Salesforce object|
|NOTE: This is the salesforce object with you want to sync data.|
|WordPress Object||Select a WordPress Object|
|Primary Key||We need to store the Salesforce object ID in a field of the synced WordPress object for future reference(for future data updates), the Primary Key field you select will be the field used to store this id. You can keep this as default.|
|Sync from salesforce to WordPress toggle||Enable sync from salesforce to WP|
NOTE: Make sure to map all the fields that you want to sync from Salesforce
NOTE: Pressing the Regenerate Access Key button will change the access key and the URL will also change if you do so after configuring the sync you will also have to update the URL in salesforce.
|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|
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.
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