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WooCommerce Salesforce Integration | Sync Orders, Customer Data with Salesforce

WooCommerce Salesforce Integration | Sync Orders, Customer Data with Salesforce


WooCommerce Salesforce Integration. 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. With its wide range of services and applications, Salesforce integrates with several third party applications such as WooCommerce, for example, for seamless Salesforce WooCommerce Integration.

Consider the following use case with WordPress, for example where you want to sync Salesforce objects to your WordPress WooCommerce site such that WooCommerce integrates with Salesforce and all the order and customer data from WooCommerce should be synced from WooCommerce to Salesforce.

Scenario

You have a WordPress WooCommerce site to sell products, you want to manage orders and customer details in Salesforce. Your motive is to push/sync Customer/Order/Product details into Salesforce Objects.

  • Order/Customer data should be synced from the WooCommerce site into Salesforce objects.
  • After filling in the details on the checkout page, those order details should be synced into the respective salesforce objects.

Requirements

Object Data Sync for Salesforce: Object sync is set up to sync the order details in Salesforce on the basis of information sent (updated) by WordPress.

Note: Premium version of the plugin is required to setup sync of order details between WordPress WooCommerce and Salesforce.

Components Involved

  1. With the help of the Object Data Sync Salesforce plugin, WooCommerce order details filled during checkout are synced into Salesforce objects.

  2. 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.

Solution

This use-case can be solved using Object Data Sync for Salesforce plugin. This plugin will be installed on the WordPress WooCommerce site to sync order information to Salesforce objects from the product checkout page.

Note: In the following scenario order details are synced into Salesforce on order completion, not during processing. This is a configurable option provided by the plugin. Other than order completion, you can have other conditions to trigger the sync as mentioned in the image below.


WooCommerce Salesforce Integration | WP Salesforce Orders Object Sync | Salesforce-WooCommerce Sync
  1. The user selects a product and navigates to the checkout page to fill out the details and complete the payment.
  2. Once the order is placed, the order and order details are processed and stored in the WooCommerce database.
  3. Upon completion of this process the Object Data Sync for Salesforce plugin detects the event of order completion and syncs the details into Salesforce objects.

How to Setup Salesforce Sync with WooCommerce

To setup Order Sync (order details sync) from WooCommerce to Salesforce follow the steps given below:

  • Go to the Object Mapping tab and click on the Add Object Mapping button to add a new mapping.

  • WooCommerce Salesforce Integration | WP Salesforce Orders Object Sync | Object Mapping

    On the next page, we will be configuring the Object Field Mapping.

  • Mapping Configuration
    1. Specify the Mapping Label and select Salesforce and WordPress objects to sync.
    2. 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.
    3. Enable the toggle titled Sync from WordPress to Salesforce to enable sync from WordPress to Salesforce.
  • Advanced Configuration
    1. Under Advanced Configuration, you can specify the events to trigger sync flow or keep the default settings.

    2. WooCommerce Salesforce Integration | WP Salesforce Orders Object Sync | Password Sync
  • Set the Trigger Condition for the data to be synced on, so the data will be synced only when this condition is satisfied. Here we configure the WooCommerce Order to sync only when the order status is completed (shows that the WooCommerce order status is completed). For any other status, the sync would not take place.

  • WooCommerce Salesforce Integration | WP Salesforce Orders Object Sync | Trigger Conditions WooCommerce Salesforce Integration | WP Salesforce Orders Object Sync | Trigger Condition
  • Go to the Object Attribute Mapping tab to map the Salesforce and WordPress fields for sync.

  • WooCommerce Salesforce Integration | WP Salesforce Orders Object Sync | Attribute Mapping
  • If you have any constant values (boolean, picklists, static values) you can specify them under Select Static values for the Salesforce fields. Click on Save to save the mapping.

  • WooCommerce Salesforce Integration | WP Salesforce Orders Object Sync | Static Fields

    This completes the configuration of the Salesforce Object Sync plugin to sync WooCommerce order details.

  • Once the user fills the checkout form and checkout is completed an entry for an order is added in WordPress.

  • WooCommerce Salesforce Integration | WP Salesforce Orders Object Sync | Billing Details
  • Initially, the Order status is labelled as Processing which does not meet the configuration criteria for sync and the order is not synced with Salesforce.

  • WooCommerce Salesforce Integration | WP Salesforce Orders Object Sync | Order Process
  • Once the Order status is changed to Completed which satisfies the condition, the order is synced and reflected in Salesforce.

  • WooCommerce Salesforce Integration | WP Salesforce Orders Object Sync | Order Completion WooCommerce Salesforce Integration | WP Salesforce Orders Object Sync | Order Details

Conclusion

Thus integrating WooCommerce with Salesforce allows for extending the functionality of your WooCommerce store and provides avenues for syncing data between Salesforce and WooCommerce. With the help of the Object Data Sync for Salesforce plugin, achieving WooCommerce Salesforce Integration becomes seamless, and order details of the product that a customer buys can be synced/updated from the checkout page to the Salesforce objects after the order is processed, which will help you keep track of your new as well as existing customers. If you have any custom requirements, please contact us at salesforcesupport@xecurify.com and we will help you achieve your use case.

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