Salesforce is a popular CRM (Customer Relationship Management) and cloud-based IT application provider which has solutions in various sectors like marketing, analytics, and customer service. Alongside its suite of applications, Salesforce also has its own Community Portal for its users. With its wide range of services and applications, Salesforce becomes a partaker in several use cases across several domains such as CRM, customer service & management, etc. - for direct consumers using simple CMSs like WordPress, to large enterprises as well. Consider the following use case with WordPress, where you want to sync Salesforce objects (Accounts/Leads/Custom Objects) to your WordPress users using Apex Triggers and WordPress REST APIs.
The plugin allows WordPress objects (post, page, user, blog) fields 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.
Note:- If you want integration with other membership plugins as well then contact us at firstname.lastname@example.org
This use-case can be solved using Object Data Sync for Salesforce plugin and Apex triggers.
Data received from Salesforce will consist of the following objects:
|Basic User Information||First Name, Last Name, Given Name, Display Name, User Name, Email|
|Custom Information||This information will be stored in the user meta table|
|Membership Status||This states wheather a user is an active member or not|
Note: If you want the value of the salesforce field to be stored in a user meta table you can select “ __custom__ “ from the WordPress fields dropdown and specify the meta field there like ( first_name, billing_street, billing_city ).
To create a user profile in WordPress with the data fetched from Salesforce, we will add the Meta-keys to the Profile Page created by Ultimate Member.
The Object Data Sync for Salesforce plugin facilitates mapping of the Salesforce objects to the respective objects like the user, post, taxonomy, and post-type in WordPress by using Apex triggers. This allows WordPress objects to be in sync with the mapped Salesforce objects. We can then use the fetched data and integrate other plugins like BuddyPress, BuddyBoss, LearnDash, and Ultimate Member. In the above solution, we have used the Apex triggers for enabling WordPress Salesforce Leads Sync that syncs the data stored in the Account/Lead Object to the User Object in WordPress. This eliminates the need to create users objects in Salesforce and create a public site for Members or Accounts. The above solution can be used as an alternative to the Salesforce community. This same solution can also be provided with the other CMSs like (Drupal, Joomla, Opencart, Prestashop and many more. )
If you are looking for anything which you cannot find, please drop us an email on email@example.com
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