Salesforce objects will be created/updated/deleted in sync as the data in WordPress is saved. Similarly WordPress objects can be created/updated/deleted in sync as the data in Salesforce is saved.
Get a list of Standard Objects such as Accounts, Leads, Contacts, etc., and your Salesforce Custom Objects. Map Salesforce Object fields (e.g. Account Name, Billing Address of Accounts) with WordPress Objects (e.g. Email, First Name, Last Name of WP user).
Map Membership level, User credentials, payment information, billing address from Membership Sign up page with a Salesforce object field. Once a user submits and checks out, the data will be saved in the Salesforce object.
Map each WordPress Object Fields from a list of fields belonging to the Salesforce object you selected.
Map the checkout fields such as First Name, Address1, City from your WooCommerce WordPress site to Salesforce object fields such as Account Name, Billing Address, Billing City respectively of Accounts. Once the user has placed an order, the checkout details will be synced to the Salesforce objects.
Map Buddypress extended profiles with the Salesforce objects. Save user in Salesforce object when a user is created/deleted.
Test your connection with Salesforce by manually pushing WordPress object data to Salesforce object. Search a user/blog/page, choose from the dropdown and push its metadata to Salesforce with one click.
Map Membership level, User credentials, payment information, billing address from Membership Checkout page with a Salesforce object field. Once a user submits and checks out, the data will be saved in the Salesforce object.
Salesforce objects will be created/ updated/ deleted when the data in WordPress is saved as well as vice-versa. The Salesforce to WordPress Object sync can be scheduled at a specific time interval. The plugin retrieves the data from the Salesforce object and overwrites the WordPress object based on the field mapping. Optimally this can be achieved using triggers in Salesforce, it sends a request to the plugin callback URI with payload of the changes in objects, which will be updated in WordPress objects.
(Create a record in Salesforce object when a data in WordPress object is saved.)
(Update an existing record in Salesforce object when the data in WordPress object is saved)
(Deleting a Wordpress object, deletes its record in Salesforce object)
Credit cards (American Express, Discover, MasterCard, and Visa) - If the payment is made through Credit Card/International Debit Card, the license will be created automatically once the payment is completed.
WP Salesforce Object Sync allows field mapping between WordPress Objects, with fields of the Salesforce Object and syncing (create, update and delete) data from WordPress to Salesforce based on the mapping. The Salesforce to WordPress sync can be scheduled at a specific time interval. Hence providing a bi-directional synchronization i.e Salesforce object can be mapped to a WordPress object thus creating a complete Object Lifecycle Management system.
The plugin uses Salesforce REST API to access data without using the Salesforce user’s interface. With API access, the plugin can perform operations such as create, manipulate and search data in Salesforce by sending HTTP requests to endpoints in Salesforce. Thus the plugin syncs user metadata with Salesforce objects using REST API.
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