Post Data from WordPress to Salesforce

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.

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

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.

Plugin auto maps Qty, title and Price fields of line items. You can map your custom line item field in feed.

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.

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.

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.

Install our wordpress to crm addon for bulk exporting historical orders/products. Test first by sending one order/product. it is like manually sending order/product to Salesforce but this addon applies this to selected orders/products.

Go to Woocommerce > Settings > Salesforce and choose any option from settings. When you update customer name or address in woocommerce order , plugin auto sends this to Salesforce.

Create a feed for Salesforce Order etc then set Order status as custom value in feed and select Event (when you want to send wooccommerce status 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.

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.

Create a feed for Contact , other feed for Opportunity, finally create third feed for Opportunity Contact Role and select Contact feed and Opportunity feed in relevant fields.

if you want to update status of existing campaign member then set “CampaignId+ContactId” as custom primary key in “campaign Member” feed.

for creating person accounts, keep account name field empty  and map first and last name fields in Accounts feed.

you can set filters in lead feed, run lead feed, if contact feed did not find any contact from salesforce.

actually it depends on your duplicate check rules in salesforce (e.g you can not add a lead if a contact with same name or email exists in salesforce) , please try setting multiple primary keys in feed OR modify duplicate check rules in salesforce.

Go to “Settings > CRM Perks Addons” and install Conditional field edit addon for modifying contact form field value before sending it to CRM.

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