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Guide to Sync WooCommerce Orders to Salesforce Order Objects


Effortlessly sync WooCommerce orders to the Salesforce Order Object using the Object Data Sync for Salesforce plugin. This set-up guide walks you through seamless data transfer for orders, order items, products, and customer details, ensuring real-time synchronization between WooCommerce and Salesforce.

To configure Salesforce Object Sync with WooCommerce site, you will need to install the Enterprise version of WordPress Object Data Sync for Salesforce plugin.



Step 1: WooCommerce Product Object ⇔ Salesforce Product Object

To sync the WooCommerce Products to the Salesforce Product Object, configure the object mapping in the following manner:

  • Mapping Label: Give any mapping label of your choice.
  • Salesforce Object: Select the Salesforce object in which you would like to sync the WordPress object details; in our case, it is Product.
  • WordPress Object: Select the product WordPress Object.
  • Field Mapping: Configure the field mapping as per your requirements.
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Note: Once you have synced all the product records from WooCommerce to Salesforce, create the Price Book Entries for them. Price Book Entry IDs are required to Sync the Products in the Salesforce Order Product Object during WooCommerce Order Sync.


WooCommerce Data Sync to Salesforce Object | Product Mapping using Legacy Storage

WooCommerce Data Sync to Salesforce Object | Product Attribute Mapping using Legacy Storage

To Sync the WooCommerce Product details to the Product Salesforce Object, configure the object mapping in the plugin as per the below:

  • Mapping Label: Give any mapping label of your choice.
  • Salesforce Object: Select the Salesforce object in which you would like to sync the WordPress object details. In our case, it is the Product.
  • WordPress Object: Select the product WordPress Object.
  • Field Mapping: Configure the field mapping to meet your requirements.
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Note: Once the WooCommerce product records are synced to Salesforce, create the Price Book Entry IDs for them.


WooCommerce Data Sync to Salesforce Object | Product Mapping using HPOS Storage

WooCommerce Data Sync to Salesforce Object | Product Attribute Mapping using HPOS Storage

Step 2: WordPress User Object ⇔ Salesforce Account Object

To Sync the Customer details to the Salesforce Account Object, configure the object mapping in the plugin as per the below:

  • Mapping Label: Give any mapping label of your choice.
  • Salesforce Object: Select the Salesforce object in which you would like to sync the WordPress object details; in our case, it is Account.
  • WordPress Object: Select the user WordPress Object.
  • Field Mapping: Configure the field mapping as per your requirement
WooCommerce Data Sync to Salesforce Object | WordPress User to Salesforce Account Mapping

WooCommerce Data Sync to Salesforce Object | WordPress User to Salesforce Account Attribute Mapping

To Sync the Customer details to the Account Salesforce Object, configure the object mapping in the plugin as per the below:

  • Mapping Label: Give any mapping label of your choice.
  • Salesforce Object: Select the Salesforce object where you would like to sync the WordPress object details; in our case, it is Account.
  • WordPress Object: Select the user WordPress Object.
  • Field Mapping: Configure the field mapping to meet your requirements.
WooCommerce Data Sync to Salesforce Object | WordPress User to Salesforce Account Mapping

WooCommerce Data Sync to Salesforce Object | WordPress User to Salesforce Account Attribute Mapping

Step 3: WooCommerce Product Object ⇔ Salesforce Order Product Object

To sync the WooCommerce Order Line Items to the Salesforce Order Product Object, configure the object mapping in the following manner:

  • Mapping Label: Give any mapping label of your choice.
  • Salesforce Object: Select the Salesforce object in which you would like to sync the WordPress object details; in our case, it is Order Product.
  • WordPress Object: Select the product WordPress Object.
  • Field Mapping: Configure the field mapping as per your requirements and make sure you have mapped the Price Book Entry ID field with the Woo Product field, which stores that product's Salesforce Price Book Entry.
WooCommerce Data Sync to Salesforce Object | WooCommerce Product to Salesforce Order Product Mapping

WooCommerce Data Sync to Salesforce Object | WooCommerce Product to Salesforce Order Product Attribute Mapping

  • In the Select Static Values for the salesforce fields Section of the plugin, you need to map the Salesforce Order Object Reference field with the static value mo_sf_sync_link_product_to_order_dynamically. It will map the Salesforce Order Product records with the Salesforce Order Record.
WooCommerce Data Sync to Salesforce Object | Select Static Values

To Sync the WooCommerce Order Line Items to the Order Product Object, configure the object mapping in the plugin as per the below:

  • Mapping Label: Give any mapping label of your choice.
  • Salesforce Object: Select the Salesforce object, in which you would like to sync the WordPress object details, in our case it is Order Product.
  • WordPress Object: Select the product WordPress Object.
  • Field Mapping: Configure the field mapping as per your requirements.
WooCommerce Data Sync to Salesforce Object | WooCommerce Product to Salesforce Order Product Mapping

WooCommerce Data Sync to Salesforce Object | WooCommerce Product to Salesforce Order Product Attribute Mapping

  • To sync the Price Book Entries for the WooCommerce Product from Salesforce, click the Enable the Synchronization of Price Book Entry ID toggle present under the Synchronize the Price Book Entries for WooCommerce Products Section.
  • In the Price Book ID field, enter the ID of the Salesforce Price Book in which you have created the Price Book Entries for Products.
  • In the Choose the Product mapping for Price Book Entry Sync, select the Object Mapping configured for WooCommerce Product Object ⇔ Salesforce Order Product Object.
WooCommerce Data Sync to Salesforce Object | Synchronize the Price Book Entries

Step 4: WooCommerce Order Object ⇔ Salesforce Order Object Sync

To sync the WooCommerce Order to the Salesforce Order Object, configure the object mapping in the following manner:

  • Mapping Label: Give any mapping label of your choice.
  • Salesforce Object: Select the Salesforce object in which you would like to sync the WordPress object details; in our case, it is the Order.
  • WordPress Object: Select the shop_order WordPress Object.
  • Field Mapping: Configure the field mapping as per your requirements.
WooCommerce Data Sync to Salesforce Object | WooCommerce Order to Salesforce Order Object Mapping

WooCommerce Data Sync to Salesforce Object | WooCommerce Order to Salesforce Order Object Attribute Mapping

  • In Linkup the WooCommerce Order with the Products section, you need to enable the Enable WooCommerce Order and Product Linkup toggle and select the Product Mapping, which we have configured previously to sync the Woo Order Line Items.
WooCommerce Data Sync to Salesforce Object | Linkup the WooCommerce Order

  • Additionally, in the Select Static Values for the salesforce fields Section of the plugin, you need to map the Salesforce Account Object Reference field with the static value mo_sf_sync_link_order_to_customer to link the Customer Account Record with the Order Record in Salesforce.
WooCommerce Data Sync to Salesforce Object | Select Static Values for Salesforce Fields

To Sync the WooCommerce Order details to the Salesforce Order Object, configure the object mapping in the plugin as per the below:

  • Mapping Label: Give any mapping label of your choice.
  • Salesforce Object: Select the Salesforce object where you would like to sync the WordPress object details; in our case, it is the Order.
  • WordPress Object: Select the shop_order WordPress Object.
  • Field Mapping: Configure the field mapping to meet your requirements.
WooCommerce Data Sync to Salesforce Object | WooCommerce Order Salesforce Order Mapping

WooCommerce Data Sync to Salesforce Object | WooCommerce Order Salesforce Order Attribute Mapping

  • In the following section, for user mapping, select the Object mapping configured for WordPress User Object ⇔ Salesforce Account Object Sync and select the Account Object Reference field present in the Salesforce Order Object. In general, it is the Account ID that links the Customer Account Record with the Salesforce Order Object Record.
WooCommerce Data Sync to Salesforce Object | Linkup the WooCommerce Order with Contact or Account for WooCommerce Orders

  • In the following section, for product mapping, select the Object mapping configured for WooCommerce Product Object ⇔ Salesforce Order Product Object Sync and select the Order Object Reference field present in the Salesforce Order Product Object. In general, it is the Order ID that links the Order Record with the Salesforce Order Product Record.
WooCommerce Data Sync to Salesforce Object | Synchronize and Linkup the Line Items




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