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

Overview

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 Flows automation feature to send data to your WordPress site as soon as it is created or updated in Salesforce. Salesforce Flows 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 Object Data Sync for Salesforce plugin:

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

Configuration Steps

Step 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 the newly opened Object Mapping tab of the 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 checkbox	Enable sync from salesforce to WP

• Create your field mapping in the section titled Map WordPress fields to Salesforce fields.

• Click on Save Object Mapping.

• 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.

Step 2: Configure Flows 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 Outbound Messages.

• In the window opened, click on the New Outbound Message button to configure a new outbound message.

• Now, for Step 1 Select Object, select any Salesforce object you want to sync the records of

Name	Enter any name of your choice.
Endpoint URL	Please paste the endpoint URL copied from the plugin’s Object Mapping Tab
Accounts field to send	Select the fields you want to sync with WordPress

• Now, for Step 2 Configure Outbound Message, in the Name, enter any name of your choice. By default, the Unique Name would be set the same as the Name. Paste the Redirect URI for outbound message generated from the plugin in the field corresponding to Endpoint URL.Select the custom object fields you want to sync with WordPress from the available fields and add them. Click on Save. The Outbound message is now created.

• From the left navigation section , in the Quick Find , search for Flow. Click on the option Flows under the heading Process Automation in the left navigation section.In the window opened, Click on the New Flow option.

• In the new page, a dialog box named New Flow will be opened, select Start From Scratch option and click on Next.

• From the new modal, select recommended flow type as Record-Triggered Flow and click on Create button.

• In the Configure Start dialog, select any Salesforce object whose data you want to sync to WordPress (in the below image, we have chosen Lead).

• Set the Configure Trigger condition to A record is created or updated.

• In the Optimize the Flows for section, select Actions and Related Records option.

• Click on the (+) plus icon to choose the action, as shown in the below image.

• From the dropdown, select the option as Action.

• In the Search Actions input field, search for the outbound message that you just created for the sync to perform. Here, in this example,we have chosen an already created outbound message named Lead SF WP.

• Assign value to the action in the Label field and click on the Save button. (The API Name will be populated by default same as the Label name given by you.)

• Enter the Flow Label of your choice. Also, the Flow API Name will be set by default same as the Flow Label provided. Click on Save button.

• Click on the Activate button to activate the flow you just created.

• The flow has been created.

• You can trigger the sync from Salesforce to WordPress by creating or updating a record from the chosen Salesforce object.

The WordPress Object Data Sync for Salesforce plugin facilitates real-time sync from Salesforce to WordPress, using Flow builder automation. By following this guide, you have successfully configured the Flow builder 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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