Salesforce CPT UI (Custom Post Type) & ACF (Advanced Custom Fields) Integration

Pre-requisites : Download And Installation

• Install and configure the Salesforce Object Sync Premium plugin to enable synchronization between WordPress and Salesforce by following the setup guide.
• Install and activate the CPT UI (Custom Post Type UI) plugin on your WordPress site to create custom post types.
• Install and activate the ACF (Advanced Custom Fields) plugin on your WordPress site to add custom fields to your post types.

Configuration Steps

Step 1: Configure CPT UI plugin with Salesforce CRM

• First using the CPT UI plugin we will create a Custom Post Type.
• Navigate to the CPT UI plugin and in the Add new Post Type tab fill the required fields for the post type and click Add Post Type.

• Now as we have created the custom post type we will use the ACF plugin to add custom fields to the post type.

Step 2: Configure ACF plugin with Salesforce CRM

• Navigate to the ACF plugin, in the Field Groups tab and click on Add new.
• On the next page add all the fields you want in the field group.
• To apply this field group to the custom post type you created, use the dropdowns in the Location section on the same page.

• Now, Navigate to your WordPress site and click on test_custom (the custom post type created using CPT UI in earlier steps) on the left panel and add a dummy post of that custom post type with all the fields populated so that the plugin can read its custom field list.

Step 3: Setup the Salesforce connection

• To connect the plugin to Salesforce you can follow the first 2 steps in this guide.
• Once done please follow the steps below to configure the Scheduled pull from Salesforce.

Step 4: Configure the field mapping

• Navigate to the Object Mapping tab of the plugin.
• In the WordPress Object please select the required post type.
• For the Scheduled pull to work make sure to enable the Sync From Salesforce to WordPress toggle as shown below.



• Under the Map WordPress fields to Salesforce fields section, we will be mapping the Salesforce fields with WordPress object fields.
• The required fields from Salesforce are already selected and new fields can be added using Add Salesforce Field button.


Note: ACF creates 2 fields for each custom field that you create, for example, if you create a field titled checkbox ACF will create 2 fields titled checkbox and _checkbox. Make sure to map the field without "_" in the beginning i.e the checkbox field.



• Once you configure the field mapping scroll down and click the Save Object Mapping button.
• The mapping will look as similar to the picture below:




Step 5: Configure Scheduled Automation Sync





Note: The following steps are for configuring Scheduled Sync, If you want to configure Real-time sync you can follow this guide.



• Once you have configured All the field mapping we can now go ahead and set up the scheduled pull.
• Navigate to the Manage Application tab.
• Scroll down to the Scheduled Sync section.
• Enable the toggle and select the Sync Duration according to your need.
• Click on the Save Configuration button.





Note: When you click on the save button for the first time then an initial sync will take place. Afterward, the sync will run periodically as per the duration selected by you.



• If you want to stop the scheduled sync you can simply disable the Toggle and click save again.

The Salesforce Object Sync for WordPress plugin facilitates mapping of the Salesforce objects to the respective objects in WordPress. This allows for all the mapped objects to sync changes in the data from Salesforce to reflect the same in WordPress.

Additional Resources

• Object Data Sync for Salesforce
• Configure WordPress – Salesforce Bi-directional Object Data Sync
• Sync Salesforce Objects to WordPress | Salesforce Object Sync for WordPress
• User Data Synchronization
• Salesforce SAML Single Sign-On (SSO) for WordPress | Salesforce SSO Login
• Frequently Asked Questions (FAQs)

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