Post Data from WordPress to Salesforce

 In Documentation

Create a Feed for Contact, Lead etc

Install any of our Salesforce plugin then create a feed for Contact/Account/Lead. Map required fields in feed , set primary key (if needed). You can add your required fields in feed.

Assign One Object to other Object (e.g Assign Account to Contact)

You can use ID from other feeds in any feed. For example , assigning Account to Account Name field in Contact Object.

Create an Order in Salesforce from WooCommerce Order

Simply create a feed for Order and Check “Create an order product for each line item” Checkbox. Make sure that Product Code Of Salesforce product and SKU of WooCommerce product is same.

Update Existing Object (Order, Opportunity etc)

Set any field as Primary key , it should be not empty and mapped in feed. Field value should be same in all feeds, one which creates an object and other feed which updates that object.

Send Files from WordPress to Salesforce

Simply map “Files” field in feed. you can map up to 5 file fields. if you using Contact form 7 then install our Contact Form Entries plugin for saving Contact form files.

Sync Products from WooCommerce to Salesforce

Create a feed , Select “Products” Object then map WooCommerce Product Attributes fields to Salesforce Products fields. Finally select “Product Created/updated” event. It will send newly created and updated products to salesforce.

Sync WordPress Users to Salesforce

Sync Products from  Salesforce to WooCommerce

When you want to send data to Salesforce.

You can choose an event for sending WooCommerce Data to Salesforce. When feed is dependent on other feeds (like assigning account to contact) then select same event in all feeds.

Send Shipping as Line Item in Salesforce.

Map “Shipping Total” and ” Price Book ID Entry of Shipping Item” fields in feed.

You can easily get Price Book entry ID of shipping Product in Salesforce.


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