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Salesforce provides an efficient mechanism to store various kinds of data using custom objects by creating different fields for them as per your requirements, but businesses need this data to be displayed on their front-facing WordPress sites. To achieve this, data needs to be synced between Salesforce objects and WordPress custom posts.
The Object Data Sync for Salesforce plugin allows you to sync data between custom/standard Salesforce objects and custom/standard WordPress posts and allows you to schedule these sync with the time interval of your choice this makes sure that all the data presented in WordPress is always in sync with the Salesforce data
1. You have a WordPres site and you have created the Custom post type and Custom fields for the post using CPT UI and ACF plugin respectively.
2. You want to sync between Custom post types and Custom objects in Salesforce.
Note: You will need the Premium version of the plugin to implement the below solution. You can download the free version of the plugin using the link mentioned below
To configure Object Data Sync for Salesforce please download the following plugin
WordPress Salesforce Object Sync | Sync Salesforce Objects bidirectionally with WordPress. Enable real-time sync, scheduled sync, Salesforce Sync with Workflows Automation, sync leads from WordPress to Salesforce, Salesforce ACF/CPT UI integrations, and more.
IMPORTANT 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.
Note: The following steps are for configuring Scheduled Sync, If you want to configure Real-time sync you can follow this guide.
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.
The WordPress Object Sync for Salesforce 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.
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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
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