Object Data Sync For Salesforce

Description

Object Data Sync For Salesforce Plugin

Object Data Sync for Salesforce plugin seamlessly synchronizes your WordPress objects, such as users, pages, posts, and blogs with Salesforce. Any changes made on WordPress, including creating, updating, or deleting objects, are automatically synchronized in Salesforce. The Object Data Sync for Salesforce plugin also supports bi-directional synchronization, allowing data to flow from Salesforce to WordPress and vice versa.

If you’re interested in migrating or have questions, feel free to contact our team at [email protected]. We’re here to help! ???

Key Features | Pricing | Setup Guides | Integrations | WooCommerce Salesforce solution

Check our step-by-step video guide for effortless configuration. Streamline your bi-directional synchronization process in minutes.

Key features

• Real-time synchronization: Real-time synchronization uses Salesforce APIs and automatically synchronizes record changes from WordPress to Salesforce. Salesforce flows and outbound messages to sync data to WordPress in real time. Salesforce objects will be automatically created/updated/deleted when the data in WordPress is created/updated/deleted and vice-versa.

• Advanced Field mapping: Map WordPress elements such as users, posts, and custom post type data fields to the corresponding fields from the Salesforce object you’ve selected. The data in WordPress (WP) and Salesforce would be up-to-date when the mapped fields are synchronized. You can also assign taxonomy terms to WordPress records on the basis of Salesforce field value.

• Bidirectional synchronization: The Salesforce to WordPress records sync can be configured to run at specific time intervals, performed as a one-time sync, or triggered in real-time whenever a record is updated. The plugin retrieves the data from the Salesforce object and can create / update the WordPress records based on the field mapping

• Unlimited custom field mapping: Create unlimited fields for various user data, objects, posts, custom posts, taxonomy, tables, and more, and map them to any standard or custom Salesforce objects, enabling seamless synchronization of data from WordPress to Salesforce.

• Push/Pull Existing data between Salesforce and WordPress: Synchronize your historical Salesforce data to WordPress, keeping both platforms in perfect sync. Data can be fetched from Salesforce at specified intervals, and you can filter the incoming data based on specific criteria for selected Salesforce fields.

• Ad-hoc User synchronization: Ensure user data consistency with new and existing users by syncing user data on an ad-hoc basis by pushing user data from WordPress to Salesforce for your existing users in the WordPress database.

Popular USE-CASES for object data sync for Salesforce plugin:

• WooCommerce Integration: Seamlessly sync your WooCommerce store’s orders, products, subscription, payments, refunds and customer’s data with Salesforce using our Salesforce WooCommerce Integration solution. This solution automates updates, ensuring unified order tracking, inventory management, and customer relationship management across both WooCommerce and Salesforce platforms.

• ACF/CPT Bidirectional Synchronization: Seamlessly sync data from custom post types (CPT) in Advanced Custom Fields (ACF) within WordPress to Salesforce bidirectionally using our Salesforce Integration solution. This ensures real-time and scheduled updates, maintaining consistency and accuracy across both systems.

• Form Builders Integration: Sync form submissions from popular builders like Gravity Forms and Contact Form 7 to Salesforce by mapping data to standard or custom Salesforce objects. This Salesforce Form integration solution ensures that form data is automatically captured and updated in Salesforce, streamlining lead and contact management.

• Events Calendar Integration: Keep your event data synchronized in real-time between Salesforce and WordPress. This integration ensures that your website always displays up-to-date event information, enhancing event management and customer visibility.

• BuddyBoss Integration: Synchronize BuddyBoss user profile fields and BuddyBoss groups with Salesforce in real-time. This integration ensures that user profile information is consistently updated in Salesforce, enhancing user management and engagement.

• Knowledge Base Integration: Display Salesforce knowledge articles on your WordPress site. This Salesforce integration solution allows users to search and view knowledge resources directly on your WordPress site, enhancing self-service and access to relevant information.

Salesforce VIP Package

Experience a customized Salesforce-native solution built to match your specific needs. Enjoy smooth integration across any Salesforce cloud, supported by expert advice and 24/7 VIP support with dedicated account managers. Get maximum system uptime, improved data security, and strong third-party integrations. Choose miniOrange Salesforce VIP for a future-ready solution that keeps your business ahead in the digital world.

Supported Integrations

• WooCommerce: During checkout, the plugin synchronizes the Order, Line Items, Customer details in real-time to their respective Salesforce objects. Additionally, you can also synchronize and keep your product’s data [inventory details like stock] up-to-date.
  Map the checkout fields from your WooCommerce WordPress site to the corresponding Salesforce object fields. The checkout / order information will be synchronized to Salesforce once the user completes the checkout process.

  You can also check out the following video for detailed steps on how to integrate WooCommerce with Salesforce:

• Ultimate Member: Create user profiles in Ultimate Member using data fetched from Salesforce CRM. Effortlessly display any Salesforce information on your user profile. Additionally, the plugin’s Salesforce integration enables real-time synchronization of Ultimate Member details from your WordPress site to the corresponding Salesforce object.

• Paid Memberships Pro: Map Membership levels 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.

• MemberPress Integration: Map Membership levels, User credentials, payment information, and billing address from the 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.

• Contact Form 7 : Synchronize data forms filled by your website visitors with Salesforce. With our Contact Form 7 integration, you can immediately synchronize data to Salesforce when a website visitor registers for an event, subscribes to a newsletter, using a form created by Contact Form 7.

• Ninja Forms : Our Ninja Forms integration allows you to synchronize any data submitted by your users to Salesforce objects, for example, you will be able to immediately create a Lead in Salesforce if someone fills out a contact us form, you can also set up accounts and contacts to be created when user registration happens.

• WP Forms: Synchronize data of any form on your site: your contact forms, lead magnets, webinar sign-up forms, and more with Salesforce objects. Each form on your website can create a different object in Salesforce. And you can map the form fields to the fields in Salesforce however you need to.

• Gravity Forms: This allows you to connect WordPress Gravity Forms with Salesforce. To automatically add/update Gravity Forms form submissions to your Salesforce objects, simply integrate your Gravity Forms form with any Salesforce object.

• ACF / ACF PRO : synchronize data of any custom fields of any type with Salesforce object fields, this integration allows you to extend your normal WordPress data store to cover data of various types as per your needs.

• CPT UI : Custom Post Types Integration. Keep all of your custom posts bi-directionally synced with Salesforce, this integration allows you to synchronize custom posts to and from Salesforce in real-time whenever a custom post is created/updated in WordPress it will be synced to Salesforce and the same for the other way around.

• Learndash: The integration allows you to synchronize all your course data with Salesforce. You can easily manage your course data and student access management based on data stored in Salesforce.

• BuddyPress: Synchronize data of your community site created with BuddyPress with Salesforce, synchronize BuddyPress attributes of a user like profile content, groups, etc to Salesforce.

• Affiliate WP: Connect AffiliateWP to Salesforce and synchronize all your customer and affiliate data to Salesforce, alternatively you can synchronize data from Salesforce to AffiliateWP.

Supported Integrations with Salesforce Packages.

• WordPress and Nonprofit Success Pack (NPSP) Integration
• WooCommerce, WP Subscriptions plugin and Program Management Module (PMM) Integration
• WooCommerce, Memberpress, and LearnDash Integration with Nimble AMS
• Pardot ( Marketing Cloud Account Engagement )
• WooCommerce, LearnDash and Student Success Hub for Higher Education Integration

Salesforce Integration for WordPress with Various Plugins

Unlock seamless Salesforce integration with your WordPress site through a variety of plugins, including WooCommerce and form builders. Whether you’re using Salesforce WooCommerce integration or syncing custom fields, our plugins enable real-time data synchronization between WordPress and Salesforce. With our Salesforce WooCommerce integration, you can synchronize customer data, order details, and more between WooCommerce and Salesforce objects.

1. WordPress Salesforce Integration with Ultimate Member Plugin

   Ultimate Member and Salesforce Integration enables seamless syncing of user data between WordPress and Salesforce.

   • WordPress to Salesforce synchronization: Our plugin maps data from the WordPress Ultimate Member plugin to Salesforce objects, allowing you to create records in Salesforce using the user’s data.
   • Salesforce to WordPress synchronization: The Object Data Synchronization for Salesforce plugin allows you to synchronize data from Salesforce objects back to Ultimate Member fields, ensuring real-time data synchronization using Salesforce Workflows and Flows.

2. Custom Post Type UI and Salesforce Integration

   Easily integrate Salesforce with custom post types created using the Custom Post Type UI plugin.

   • WordPress to Salesforce Synchronization: Synchronize custom post type data from WordPress to Salesforce objects.
   • Salesforce to WordPress Synchronization: Synchronize Salesforce object data back to WordPress custom post types in real time using Salesforce Workflows and Flows.

3. Ninja Forms and Salesforce Integration

   Synchronize form data seamlessly between Ninja Forms and Salesforce.

   • WordPress to Salesforce Synchronization: Our premium feature allows real-time syncing of data collected through Ninja Forms with Salesforce objects.

4. Advanced Custom Fields / Fields Pro and Salesforce Integration

   Easily synchronize custom field data between Advanced Custom Fields (ACF) and Salesforce.

   • WordPress to Salesforce Synchronization: Synchronize custom fields data created in ACF with Salesforce using our free version of the object data sync for Salesforce plugin. For syncing data from posts, comments, or pages to Salesforce, the premium version is required.
   • Salesforce to WordPress Synchronization: Synchronize data from Salesforce objects back to custom fields created in ACF, ensuring all updates happen in real-time.

5. Contact Form 7 Salesforce Integration

   Integrate Contact Form 7 with Salesforce to automatically synchronize form submissions.

   • WordPress to Salesforce Synchronization: Our premium plugin enables real-time syncing of data collected through Contact Form 7 forms to Salesforce objects.

Benefits

• Custom Integration: Ability to manage complex queries and large datasets with the greatest control over Salesforce objects and fields. We offer Custom development that is required for more flexibility.

• 24/7 Active Support: We provide world-class support and customers vouch for our support.

• Integrations: miniOrange provides integrations with all types of platforms like MemberPress, WooCommerce, PaidMembership Pro, and many more, etc.

• CMS Form WP: We provide the flexibility of submitting data not just to Leads but to other standard or custom objects in Salesforce. Our plugin provides a combination of point-and-click and drag-and-drop user experiences for simple and fast form building. This enables you to map form fields to Salesforce fields, using the simple graphical user interface (GUI).

If you are still bothered about your data sync or synchronization from WordPress (WP) with Salesforce or how the plugin would work for you specifically, customized solutions and Active support are available. You can always contact us through https://www.miniorange.com/contact
or Email us at [email protected] We would be happy to help you out.

Website

Check out our website for other plugins https://plugins.miniorange.com/ or click here to see all our listed WordPress plugins.
For more support or info email us at [email protected] or Contact us. You can also submit your query from the plugin’s configuration page.

Screenshots

Blocks

This plugin provides 2 blocks.

• Pardot Form
• Dynamic Content

Installation

From www.ads-software.com

1. Download miniOrange Object Data Sync For Salesforce.
2. Unzip and upload the Object Data Sync For Salesforce directory to your /wp-content/plugins/ directory.
3. Activate Object Data Sync For Salesforce from your Plugins page.

From your WordPress dashboard

1. Visit Plugins > Add New.
2. Search for Object Data Sync For Salesforce. Find and Install Object Data Sync For Salesforce.
3. Activate the plugin from your Plugins page.

From your Salesforce App

1. Go to the Salesforce login page and log in as an Administrator.
2. You will be represented with the home screen of Salesforce.
3. Navigate to Apps in the left menu, then select the App Manager option.
4. In the same tab, select the option New Connected App to create a new application.
5. Fill in the required information in the below boxes.
6. Under the API (Enable OAuth Settings) tab, check the option of Enable OAuth Settings.
7. Enter your WordPress URL in the Callback URL block. Note: Make sure that the URL must be present in https:// format.
8. Under the available OAuth scopes users have to select Manage user data via APIs (API) and Perform requests on your behalf at any time (refresh_token, offline_access) options then click on SAVE.
9. Now the user will be prompted with a confirmation page, click on Continue.
10. After this users will be able to view the app they configured, keep the Consumer Key and Consumer Secret handy you will need them while configuring the plugin.

From Object Data Sync for Salesforce plugin

1. Copy the Consumer Key and Consumer Secret from Salesforce App. Navigate to the plugin and under the Basic App Configuration tab paste it.
2. Click on Save and Authorize.
3. In the Field Mapping tab, select the Salesforce object where you want your WordPress record to be shown.
4. From the dropdown select the attribute you want as Username and Email. You can set more attributes and click on SAVE.
5. Navigate back to the Manage Application tab, under the Test Connection tab from the dropdown select the user you want to push to the Salesforce and click on PUSH. The user will be created in the Salesforce object you chose. If the user already exists, it will get updated.
6. Navigate to Salesforce, under the Object Manager tab search for the Salesforce object you choose, and click on the object.
7. Now to view the record from WordPress into the Salesforce object you have to switch the display to Salesforce Classic mode.
8. Now you can now view your record into the Salesforce object you chose.

FAQ

How do I sync objects from WordPress to Salesforce?

Using our Object Data Sync For Salesforce Plugin, you can sync any WordPress object (e.g. comment, page, post, user, etc ) to any Salesforce Object ( contact, account, lead, etc ). Our Salesforce to WP object sync solution enables the automatic creation of objects in Salesforce using the WordPress object data. You can follow this extensive step-by-step guide to configure the same.

How do I sync objects from Salesforce to WordPress?

Using the Object Data Sync for Salesforce plugin, you can sync data from any Salesforce object like Lead, Account or Custom Objects to any WordPress object. You can follow this extensive step-by-step guide to configure the same.

How do I sync data with Pardot?

You can sync data to Salesforce Pardot with the Object Data Sync for Salesforce plugin. The plugin connects to Salesforce Pardot and you can specify mapping between the salesforce object and WordPress object to sync the data.
If you require any help or support, please reach out to [email protected] for assistance.

How can I embed Pardot forms and Pardot Dynamic Content to WordPress?

You can sync data to Salesforce Pardot with the Object Data Sync for Salesforce plugin the plugin connects to Salesforce Pardot and embeds forms and dynamic content. If you require any help or support, please reach out to [email protected] for assistance.

I’m getting the “Invalid client credentials. Save valid credentials.” on the Salesforce side. How do I fix it?

Salesforce can take some time to reflect the changes of connected apps, so you may encounter this error when a new connected app is created/edited in Salesforce.
It could also be that one of the following is empty: Client-ID, Client-Secret, Redirect URI.

Can I be able to create cases in Salesforce with this plugin?

Yes, cases can be easily created with this plugin. You can create cases based on user data from web forms like ContactForm7, Ninja Forms, etc. or you can create cases directly from WordPress pages and posts as well.

For additional queries, email us at [email protected] or Contact us.

Reviews

Superb Support

ronmir April 2, 2024

We’re using the Enterprise version of the plugin and needed additional customization to integrate with another plugin. miniOrange was able to deliver the required customizations. They were very responsive, diligent and professional. Great plugin, simple and easy to use!

Fantastic Support

chillig March 13, 2024

I’ve been a developer for over a decade and I’ve never had such a fantastic experience with any other company. MiniOrange devs were both helpful and responsive and also implemented feature suggestions I presented based on the specific needs of my client. Would 100% recommend this plugin and anything created by MiniOrange.

Amazing Support

rsmithgs October 9, 2023

The plugin is very intuitive and easy to use if you understand WordPress field mapping. I had a few issues due to additional plugins writing to the database in a different way than how this plugin expected, but the developers jumped on a video call with me and I was able to explain the issue to them and we were able to get a solution right on the call! I’m very impressed by this type of service, especially when I haven’t paid anything for the plugin yet. They were even willing to offer basic customizations to fit my needs if the plugin didn’t work as expected for my site. I understand the time commitment this approach costs and greatly appreciate it and wish more plugin developers were willing to do the same.

Good plugin and support

418design August 10, 2023

Had a couple of issues but the guys jumped on a video call with us and helped to resolve thing.

The best SF sync plugin

duccsoup April 29, 2023

Undoutedbly the answer to any SF admin looking to integrate to Wordpress. Vedansh is a genius when it comes to complex integration work, and assisted me vitally through implementing this solution. I have the premium and it being able to sync on both custom fields and taxonomy is a great feature. Being able to sync literally any SF object to any custom ACF field on any custom post type is SO easy to manage with this plugin.

Great Plugin

arcstonejk February 8, 2023

Plugin works great and their support is very helpful!

Contributors & Developers

Changelog

1.2.4

• Bug Fixes.
• Added Compatibility with WordPress 6.6.

1.2.3

• Bug Fixes.
• Code optimization and Improvements

1.2.2

• Added Compatibility with WordPress 6.5.
• Bug Fixes.

1.2.1

• Added Compatibility with WordPress 6.4.
• Bug Fixes.

1.2.0

• Removed restraint on field mapping non-updateable SF fields for object mapping with Salesforce to WordPress sync direction.
• Modified links for plugin plan upgrades.

1.1.9

• Changed the request demo flow.
• Added compatibility with WordPress 6.3.

1.1.8

• Added the feature to embed pardot forms and dynamic content to WordPress.

1.1.7

• WordPress 6.2 Compatibility

1.1.6

• Fixed issues in the field mapping tab of the plugin.
• Fixed issues for the bottom filters present in the users and post tables.
• Fixed issues with import-export plugin’s configurations.

1.1.5

• Fixed bugs for field mapping update flow.

1.1.4

• Added option is users table to sync multiple “WordPress User” data to Salesforce in one click
• Improvements in audit of sync.
• Fixed issues in the License plans.
• Added Filter in Users table, this will allow the administrators to see the successfully synced users to Salesforce in the WordPress users table.
• Bug fixes in the Salesforce to WordPress field mapping.
• UI fixes in the “Advanced Sync options” & “Manage Application” tabs of the plugin.

1.1.3

• WordPress 6.1 Compatibility

1.1.2

• Revamped Field Mapping
• UI/UX Improvements
• Bug Fixes

1.1.1

• Fixed Authorization failure issue due to object caching.

1.1.0

• UI/UX Improvements
• Bug Fixes
• Code optimization and Improvements
• Fix for WordPress to Salesforce post Sync issue.

1.0.9

• Fix for invalid MOSFSYNCERR003, Fallback URL in case, Salesforce Instance type is not saved in the DB due to Caching.

1.0.8

• UI/UX Improvements
• Salesforce to WordPress sync Support
• Salesforce Workflow integration support
• Audit logs for sync transactions
• Free trial feature
• Bug Fixes

1.0.7

• Bug fixes in the Authorization Flow

1.0.6

• UI/UX Improvements
• Automatically add required Salesforce fields for mapping
• Demo Request Feature
• Connect to Salesforce using a pre-integrated app
• miniOrange Account creation
• Salesforce Record information in the User profile for the Admins
• Option to reset the plugin configuration without deactivating/deleting the plugin
• Import/Export plugin configuration
• Optimization to fetch Object fields
• Post Authorization UI fixes for the Safari

1.0.5

• UI Improvements
• Bug fixes

1.0.4

• UI Improvements
• Bug fixes
• Added Extended field mapping
• Added Import-Export and Keep Configuration intact options

1.0.3

• UI Improvements
• Added Guide and Troubleshooting tabs
• Dynamic Field Mapping
• Added error codes

1.0.2

• UI Improvements.