Ninja forms account data integration for WordPress with Salesforce

Overview

The Object Data Sync For Salesforce plugin synchronizes WordPress objects with selected object/record in Salesforce and keeps Salesforce object/record in sync with the WordPress. Here we will go through a guide to configure WordPress - Salesforce Bi-directional Object Data Sync.

Download Plugin

Pricing Plans

Demo

Pre-requisites : Download And Installation

Configure the Object Data Sync for Salesforce plugin.
Set up the integration between Ninja Forms with WordPress and Salesforce.
Enable bi-directional data synchronization between Ninja Forms and Salesforce.

Integrate Apps with Salesforce

Integrate WordPress, Drupal, Joomla, and any other third party app with Salesforce, for seamless SSO and Object / data synchronization.

Salesforce Integration

Configuration Steps

Step1: Configure Salesforce App

Step 2: Integrate Ninja Forms with Salesforce

It can also be called as One Click Authorization mechanism. In this method of authorization you don't need client credentials (like Consumer Key or Consumer Secret) to connect to Salesforce.

Select your Salesforce Environment to determine Salesforce URL. If you have a Custom URL select the last option
Now, click on Save Selected Environment button to save your environment.

Configure Salesforce for Object sync - connected app

Now, click on Connect to Salesforce button.

You will be prompted to enter your Salesforce credentials, once entered, you will be asked for certain permissions, please click on Allow to connect to Salesforce.

Note: Your user must have System Administrator access to your Salesforce to provide consent for the above step.

Configure Salesforce for Object sync - Allow Access

After clicking Allow, you will successfully connect to Salesforce. You will see the following screen confirming your connection to Salesforce
Click on Next to continue.

Refresh Token Policy for Automatic (Pre-connected) App

By default, miniOrange is installed with an indefinite refresh token. However, we have seen some Salesforce apps with different security policies that cause the miniOrange app to get installed with a temporary refresh token. That means that when the refresh token expires, you’ll need to click the Reauthorize With Salesforce link again.
Now, to prevent the Refresh Token from expiring go to your Salesforce account and navigate to Setup at the top right corner of the page.

Go to Apps>>Connected Apps OAuth Usage under platform tools from the left panel and click Install.

Configure Salesforce for Object sync - App

Now, click on Manage App Policies adjacent to the miniOrange application as shown below:

Click on Edit Policies.

Under the OAuth Policies section, ensure you have selected the Refresh token is valid until revoked option in the Refresh Token Policy checkbox.

Configure Salesforce for Object sync - refresh token

Note: If you want to sync records from Salesforce to WordPress, refer to the guide linked here.

Step 3: Object Mapping

Under the Object Mapping tab, you can click on the Add Object Mapping button to map a new Object.

Salesforce Object Sync for WordPress- Object Mapping

In the first section, select the WordPress Object ( User & Post ), the fields of this object will be mapped to a Salesforce object.

Note: With the free version of the Salesforce Integration plugin for WordPress, you can only sync data from WordPress Users/Posts to Salesforce.

In the second section, select the direction of sync as Sync from WordPress to Salesforce.

Note: You can configure the plugin to sync data from Salesforce to WordPress by following the guide linked here.

In the third section, select the Salesforce object to which you want to push the WordPress data.

In the fourth section, we will be mapping the fields of Salesforce objects with WordPress.
You can click the Add Salesforce Field button to add a new mapping record.
If you don't require a field map you can simply press the button next to it to delete it.

Finally, you can click the Save Object Mapping button available in this section to save the entire mapping.

Step 4: Push Objects from WordPress to Salesforce

Push WordPress Users:

Click on Users on the Left panel of your WordPress site.
From the list of users, select the users you want to sync from WordPress to Salesforce.

Click on the Bulk actions dropdown and select Sync Users to Salesforce.
The selected users will be created/updated in the Salesforce Object as per the mapping saved.

Push WordPress Posts:

Click on Posts on the Left panel of your WordPress site.
From the list of posts, select the posts you want to sync from WordPress to salesforce.

Click on the Bulk actions dropdown and select Sync Posts to Salesforce.
The selected posts will be created/updated in the Salesforce Object as per the mapping saved.

You have successfully configured Salesforce Object Sync for WordPress (WP).

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Contents

Ninja forms account data integration for WordPress with Salesforce

Overview