Sync WooCommerce Orders, Products, Customer Data in 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, through the Object Data Sync For Salesforce for seamless Salesforce WooCommerce Integration.

Consider the following use case of Salesforce with WooCommerce: You want to sync Salesforce objects to your WordPress WooCommerce site using the Object Data Sync For Salesforce, enabling a seamless WooCommerce Salesforce Integration that ensures all the orders/products/customer data from WooCommerce are synced to Salesforce.

Scenario

You have a WordPress WooCommerce site to sell products and you want to manage orders,products and customer details in Salesforce. Your motive is to sync Customer/Order/Product details into Salesforce Objects from your WordPress WooCommerce site in real-time, using miniOrange’s Salesforce Sync plugin to enable WooCommerce Salesforce Integration for a streamlined process.

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

Requirements

WooCommerce Salesforce Integration: Connect WooCommerce to Salesforce in order to sync the WooCommerce order, purchases, history and customer details in Salesforce on the basis of information sent (updated) by WooCommerce/WordPress.

Note: Enterprise version of the Object Data Sync for Salesforce plugin is required to set up syncing of order details between WooCommerce and Salesforce.

Components Involved

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



Object Data Sync for Salesforce
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Integrate WooCommerce with Salesforce to Sync WooCommerce Orders, and Customer Data to Salesforce

Solution

This use-case can be solved using the Object Data Sync for Salesforce Enterprise plugin which can be installed on the WordPress WooCommerce site to sync order information in real-time using WooCommerce Salesforce connector.

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.

1. The user selects a product and navigates to the checkout page to fill out the details and complete the payment.
2. After payment completion, the order details are sent to the server through Salesforce WooCommerce Integration.
3. Once the order is placed, the order and order details are processed and stored in the WooCommerce database.
4. Upon completion of this process, the plugin which is essential for Salesforce WooCommerce Integration, detects the event of order completion and syncs the details into Salesforce objects.

How to Setup Salesforce Sync with WooCommerce

Order Sync Setup

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.




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.

• 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.



• Go to the Object Attribute Mapping section to map the Salesforce and WordPress fields for sync.



• If you have any constant values (boolean, picklists, static values) you can specify them under Select Static values for the Salesforce fields section.



• Click on Save to save the mapping.

This completes the configuration of the Salesforce Object Sync plugin for real-time order syncing of WooCommerce Orders.

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



• Initially, the Order status is labeled as Processing which does not meet the configuration criteria for sync and the order is not synced with Salesforce.



• Once the Order status is changed to Completed which satisfies the condition, the order is synced and reflected in Salesforce.

Product Sync Setup

To setup Product Sync (Inventory 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.




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

• Mapping Configuration
1. Specify the Mapping Label and select any Salesforce object wherein you would like to sync the Woocommerce Product Data into along with the WordPress object.
2. Primary Key: The Primary Key is selected by default. This is used to store the Salesforce ID for future reference.
3. Enable the toggle titled Sync from WordPress to Salesforce to enable sync from WordPress to Salesforce.

• Object Attribute Mapping
1. You can select and map the WordPress attributes that you would like to be synced to their corresponding Salesforce fields chosen from the dropdown as follows:




Salesforce Fields	WordPress Attributes
Product Name (string)	post_title
Product SKU (string)	_sku
Stock Inventory Count (double)	_stock
Product Price (double)	_regular_price

Note: You can even sync the Stock Inventory Details such as the SKU of the product as well as the Live Stock Count of the product present in the inventory in real time when the customer checkout after purchasing the product.



2. Once the mapping is complete, scroll down and click on Save to save the object mapping.

• Real Time Sync
1. Click on the Advanced Sync Options tab in the plugin.
2. Enable the toggle titled Enable Real Time Post and Custom Post Sync.




Note: This toggle must be enabled for syncing WooCommerce Products or Order Details to Salesforce in real-time.

3. Below is an example that depicts real-time order syncing of the products data including the live stock count and SKU to Salesforce from a WooCommerce store.
4. Suppose the customer buys 4 bean bags from the store.



5. After placing the order, the Product Data mapped in the Object Mapping along with the Live Stock Count is synced into Salesforce. Refer to the image below. Refer to the image below.



6. You can see in the above image that the stock count left after the customer purchase would be 12 ,which is successfully synced to Salesforce.

Image Sync Setup

To setup Image Sync (Product Image sync) from WooCommerce to Salesforce follow the steps given below:

• Salesforce side Steps
1. Login into your Salesforce account as admin.
2. Since you are syncing images from Product Object, create two custom fields in this object (e.g., product featured image and product gallery images) by configuring it in the Account Setup >> Object Manager.
1. product featured image: This product featured image custom field would be mapped to the product_featured_image attribute of WordPress.
2. product gallery images: This product gallery images custom field would be mapped to the product_gallery_images attribute of WordPress.

Note: If you already have your own fields created, you can proceed to use those accordingly. You need to ensure that the data type of these fields are of Text only.

• WordPress side Steps
1. Create an Object Mapping for product images sync for syncing from Salesforce to WordPress.
2. Within the Object Mapping, in the section titled Image Sync Mapping, select the Salesforce fields that you have created for featured image as well as gallery images corresponding to the respective WordPress attributes. You can refer to the screenshot given below.



3. Click on the Save button to save the Object Mapping.

• Setting up Outbound Message
1. Set up the outbound message and flow. You can refer to the guide to configure real-time sync from Salesforce to WordPress. Make sure that these custom fields are selected in the outbound message.

Note: After creating an object mapping from Salesforce to WordPress, the redirect URI for the outbound message is displayed in the Workflow Integration tab of the plugin.

2. Now, click on the View File Details option for the image that you would like to set as the product featured image. Refer screenshot below.



3. Then, copy the ContentDocumentID from the URL as follows:



4. Edit the product record where you have these images uploaded and paste this ContentDocumentID in the product featured field. Similarly, add the ContentDocumentIDs of all the other images in the product gallery field separated by semicolon(;). Please refer to the screenshot below.




Note: Only one image ContentDocumentID should be added to the product featured image custom field (which would be mapped to product_featured_image field of WordPress) and all the other images ContentDocumentIDs' should be added in product gallery images custom field (which would be mapped to product_gallery_images field of WordPress).

5. Click on the Save button.
6. This would trigger the sync and your product images would be successfully synced as shown below.

Conclusion

WooCommerce Salesforce Integration extends 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.

Additional Resources

• What is Single Sign-On (SSO)?
• What is SAML?
• WordPress Object Data Sync for Salesforce
• Sync Salesforce objects with WordPress
• Salesforce Integrations
• Setup WordPress – Salesforce Bi-directional Object Data Sync
• User Data Synchronization
• Frequently Asked Questions (FAQs)