內容簡介
這個 WordPress 外掛可以實現 Salesforce 和 WordPress 的雙向數據同步集成。
該外掛允許將 WordPress 對象（如文章、頁面、用戶、博客等）字段和 Salesforce 對象進行映射。當在 WordPress 中保存數據時，Salesforce 中的記錄會被創建/更新/刪除。
Object Data Sync For Salesforce 外掛還提供了 WP 和 Salesforce 對象之間的雙向數據同步，即識別 Salesforce 對象也可以映射到 WordPress 對象，從而創建完整的對象生命周期管理系統，並實現了從 WordPress 到 Salesforce 和從 Salesforce 到 WordPress 的用戶數據同步。
我們的 Object Data Sync For Salesforce 外掛允許與 WooCommerce 集成，無縫同步你的 WooCommerce 訂單、結帳詳細信息和用戶數據到 Salesforce。
在 WordPress 中啟用 Salesforce 會員資格集成，與 Ultimate Members、MemberPress、Paid Memberships Pro 等連接。允許在 Salesforce 中映射會員級別，根據其會員資格只向會員開放內容。
此 Salesforce 同步集成外掛還與網絡到線索表單（如 ContactForm7、Ninja Forms、Gravity Forms）集成，將所有表單數據同步到 Salesforce。在 Salesforce CRM 中同步 WordPress 引導。從表單中收集用戶數據並將其同步為與服務工單集成的 Salesforce 案例。
文檔
Object Data Sync For Salesforce 外掛的文檔：
在這裡，您可以獲取 Object Data Sync For Salesforce 外掛文檔的幫助，保證滿足您的需求和期望。
主要功能
實時同步：實時同步使用 Salesforce APIs，自動將 WordPress 到 Salesforce 和 Salesforce 到 WordPress 的記錄更改同步。在 WordPress 中保存數據時，Salesforce 對象將自動創建/更新/刪除，反之亦然。
字段映射：從所選 Salesforce 對象的字段列表中對每個 WordPress 對象字段進行映射。當映射的字段同步時，WordPress 和 Salesforce 中的數據互相同步。
Salesforce 對象：獲取標準對象列表，例如帳戶、線索、聯絡人等以及您的 Salesforce 自定義對象。將 Salesforce 對象字段（例如帳戶名稱、帳戶的帳單地址）與 WordPress 對象（例如 WP 用戶的電子郵件、名字、姓氏）進行映射。
雙向同步：Salesforce 到 WordPress 對象同步可以按照特定時間間隔進行安排。插件檢索 Salesforce 對象數據，並基於字段映射將其覆蓋在 WordPress 對象上。可以使用 Salesforce 中的觸發器實現最佳效果。
無限定義自定義字段映射：創建與各種用戶數據對象的無限定義的字段，並將它們映射到 Salesforce 中的任何 [字段/用戶屬性/對象/用戶數據對象]，以便輕鬆將用戶數據從 WordPress 同步到 Salesforce。
將現有的數據推送/拉取到 Salesforce 和 WordPress 之間：將舊數據同步到 Salesforce 和 WordPress。這使您可以將數據保持完全與兩個平台同步。
零散的用戶同步：通過在 WordPress 中將用戶數據從 WordPress 推送到 Salesforce，以便於定期同步，來確保新的和現有的用戶數據的一致性。
WordPress 支援的集成插件
外掛標籤
開發者團隊
② 後台搜尋「Object Data Sync for Salesforce Integration with WP, Woo, Gravity, WPForms, Ninja, CF7 & more」→ 直接安裝（推薦）
📦 歷史版本下載
原文外掛簡介
📢 We’re now an official ISV ( Independent Software Vendor ) on Salesforce
Object Data Sync for Salesforce is a powerful WordPress Salesforce Integration plugin that leverages secure APIs for real-time, bidirectional data exchange. Together with our Salesforce-native package on the AppExchange it forms a unified integration ecosystem.
Our Salesforce WordPress plugin works as a two-way bridge between WordPress and Salesforce. It ensures real-time sync, so any changes made in Salesforce are reflected in WordPress, and any updates in WordPress are sent back to Salesforce. All of this happens securely within your own environments, without relying on third-party servers, giving you full control over your data.
Our plugin offers the following benefits:
Official Salesforce ISV: Our Salesforce WordPress connector is approved on the Salesforce AppExchange and supported by Salesforce’s partner ecosystem.
Flexible and Affordable Plans: The Salesforce WordPress plugin is free to install and includes basic features to help you get started. For advanced functionality, customization, and support, you can select from our Standard, Premium, Enterprise, or VIP Plans. These plans provide the right fit for every stage of growth, from startups to large enterprises.
One Salesforce Plugin For All Business Needs: With this plugin, you can connect Salesforce with WooCommerce, Gravity Forms, WPForms, Ninja Forms, Contact Form 7, Formidable Forms, Ultimate Member, Paid Memberships Pro, ACF, BuddyPress, MemberPress, BuddyBoss, and more. This eliminates the need for multiple plugins and keeps everything managed in one place.
Enterprise Support: Our support team is available 24/7 to assist with onboarding, configuration, and advanced workflows. Whether it’s setting up complex mappings or handling high-volume transfers, you get reliable help when you need it most.
Data Security: The plugin stores the synchronized data directly in your WordPress tables without involving any third-party servers. It communicates securely with your Salesforce instance to create or update sensitive records.
Quick Access Resources: Official Website | Key Features | Pricing Plans | Book a Free Demo | Setup Guide | Developer Documentation | WooCommerce Salesforce Integration | Contact Us
Step-By-Step Video Guide For Effortless Configuration of Salesforce WordPress Integration Plugin
Need Help or Support?
If you ever face difficulty setting up WordPress Salesforce Integration, need advice on mapping specific objects, or want to discuss a custom requirement, you can always reach us at [email protected].
Core Features
Our Salesforce plugin offers many powerful features you need for quick Salesforce WordPress Integration.
Real-Time Bidirectional Sync
Our Salesforce WordPress plugin automatically creates/updates/deletes Salesforce objects when data in WordPress is created/updated/deleted, and vice versa. This real-time bidirectional sync eliminates manual exports and ensures teams always have the most up-to-date information.
Multiple Object Mapping
With WordPress Salesforce Integration, you can map Salesforce objects such as Leads, Accounts, Contacts, Opportunities, and Products to different WordPress entities like WooCommerce orders, users, or custom post types. Multiple mappings can run at once, which means you can manage synchronization of different types of data in parallel without limitations.
Custom Triggers
Custom Triggers let you define rules that control how and when data moves between Salesforce and WordPress. For example, in a Salesforce WooCommerce Integration, you can configure triggers so that WooCommerce orders are sent to Salesforce only when they reach a specific status, such as on-hold, completed, refunded, etc. This ensures Salesforce receives only the order data that matters most to your workflows.
Custom Field Mapping
Business data often goes beyond standard fields. With our Salesforce WordPress Integration solution, you can easily map both standard as well as custom Salesforce fields of an object directly to standard and custom WordPress fields, including Advanced Custom Fields (ACF). This is useful when you need to sync unique information like membership IDs, loyalty levels, service preferences, or internal notes. It ensures that the details that matter to your business are transferred accurately to their appropriate corresponding fields between both systems.
One-Time Pull and Push of Existing Data
Sometimes enterprises need to migrate or align existing data. Our Salesforce Integration for WordPress supports both pulling Salesforce records, such as contacts, accounts, or products, into WordPress and pushing large WordPress datasets like existing posts/custom posts or users into Salesforce. This feature is particularly useful during onboarding, data consolidation, or platform migrations, helping teams start with a clean, unified dataset.
Secondary Key Lookup
Accurate lookup of records and record matching are essential to prevent synchronization of duplicate data. Our Salesforce WordPress plugin allows you to use alternate identifiers, such as email addresses or customer IDs, instead of relying solely on Salesforce Record IDs. This ensures that the plugin performs a lookup according to the selected identifier and accordingly decides to either create a new record or update the record found via this lookup. This keeps data clean and reliable across Salesforce and WordPress.
Taxonomy Assignment from Salesforce to WordPress
Categories, tags, and labels created in Salesforce can be assigned directly to WordPress content. This ensures that product categories or article tags in WordPress always match the classifications set in Salesforce, keeping your digital assets structured and consistent.
Multi-Attachment Handling (Form Builders)
Many businesses collect documents through WordPress, whether contracts, resumes, invoices, or proposals, via Forms. The WordPress Salesforce Integration plugin supports syncing multiple file attachments per record into Salesforce, where they are stored alongside the relevant Contact, Lead, or Opportunity. This keeps everything organized in one place and eliminates the need to search across systems.
Image Updates from Salesforce to WordPress
If you manage product images inside Salesforce, those images can flow directly into WordPress. For WooCommerce stores, this means product pages always display the latest visuals approved in Salesforce, ensuring your catalog stays accurate without extra effort
Event Management with Events Calendar
Events created in WordPress using Events Calendar can flow into Salesforce as Campaigns or custom event objects. Registrations captured on WordPress become Leads or Contacts in Salesforce, giving marketing and sales teams one system to track participation, follow-ups, and ROI.
Real-Time and Scheduled Deletion
When a record is deleted in Salesforce, it is also removed from WordPress, and vice versa. Administrators can also schedule bulk deletions to clean up WordPress records from Salesforce at set intervals. This keeps both systems free of outdated or invalid data, supporting governance and compliance policies.
Filter Salesforce Records Sync to WordPress
Not every Salesforce record needs to be synced with WordPress. This feature lets you apply filters that define exactly which data should be transferred. In real-time syncs, conditions ensure only relevant updates are pushed into WordPress as they occur. For bulk pulls, filters allow you to selectively migrate existing Salesforce data in line with your business requirements.
Data Display in WordPress
Salesforce data can be displayed directly in WordPress using list or card layouts. This allows WordPress users, such as editors or support teams, to view Salesforce information without leaving WordPress, improving visibility and collaboration.
Supported Salesforce 🔁 WordPress Integrations
Our WordPress Salesforce Integration plugin connects Salesforce with the most widely used WordPress plugins.
WooCommerce
WooCommerce is the most widely used e-commerce plugin for WordPress. Our WooCommerce Salesforce Integration keeps orders, subscriptions, payments, refunds, products, and customer details synced with Salesforce in real time, while inventory remains accurate across both platforms.
Event Calendar
Our Events Calendar integration allows WordPress and Salesforce to stay in sync for events, tickets, and attendees, so when you create or update an event in either platform, mapped fields like titles, dates, locations, organizers, statuses, and categories remain accurate for confident checkout.
Gravity Forms
Gravity Forms powers registrations, inquiries, and applications in WordPress. Each submission is captured using our Gravity Forms Salesforce Integration as a Lead, Contact, or Case, and files such as resumes, proposals, or invoices are stored in Salesforce.
WPForms
WPForms is designed for quick and user-friendly lead capture. Submissions move into Salesforce instantly through our WPForms Salesforce Integration, where records are created or updated automatically, and uploaded files remain linked to the right contact.
Ninja Forms
Ninja Forms is used for registrations, surveys, and customer feedback. Entries are sent into Salesforce with our Ninja Forms Salesforce Integration, and a secondary key lookup ensures Contacts or Accounts are updated instead of duplicated.
Contact Form 7
Contact Form 7 is one of the most popular WordPress plugins. Sales and support teams rely on our Contact Form 7 Salesforce Integration, where submissions generate Leads or Cases in real time inside Salesforce.
MemberPress
MemberPress helps businesses manage memberships and subscriptions. Our MemberPress Salesforce Integration syncs registrations, membership levels, payments, renewals, and cancellations with Salesforce, ensuring both systems reflect accurate member data.
Ultimate Member
Ultimate Member adds advanced profile and role management features. Registrations, role changes, and profile updates are kept aligned through our Ultimate Member Salesforce Integration, and Salesforce can also adjust WordPress roles when required.
Paid Memberships Pro
Paid Memberships Pro supports businesses that run on subscriptions. Enterprises gain visibility into renewals, upgrades, and cancellations through our Paid Memberships Pro Salesforce Integration, which keeps membership data consistent in Salesforce.
ACF (Advanced Custom Fields)
Paid Advanced Custom Fields (ACF) enables WordPress sites to capture structured data. WordPress custom fields map directly into Salesforce using our ACF Salesforce Integration, ensuring unique information, such as loyalty IDs and service preferences, stays accurate.
CPT UI
CPT UI (ACF) allows businesses to create custom post types in WordPress. Structured content like catalogs, directories, and listings is maintained consistently with our CPT UI Salesforce Integration, which connects them to Salesforce objects.
LearnDash
LearnDash is widely used for online learning and training programs. Our LearnDash Salesforce Integration records enrollments, course progress, and completions in Salesforce, giving training teams clear visibility into learner performance.
BuddyPress
BuddyPress extends WordPress with community and social features. Member profiles, groups, and activity streams are captured in Salesforce through our BuddyPress Salesforce Integration, allowing enterprises to analyze engagement data alongside customer records.
BuddyBoss
BuddyBoss builds on BuddyPress with advanced community management features. Communities remain connected with our BuddyBoss Salesforce Integration, where roles, profiles, and activity updates in Salesforce and CRM workflows can also adjust BuddyBoss roles.
Popular Use Cases for Salesforce WordPress Integrations
These are some of the common ways in which you can use our Object Data Sync for WordPress Salesforce Integration to keep your business data consistent and up to date.
WooCommerce: Orders, Products, Customers, and Images Sync
If you run an online store in WordPress with WooCommerce, you need Salesforce to display every order, customer detail, and product update without delay. Handling these manually slows down reporting and increases the risk of errors.
With our WooCommerce Salesforce Integration, your orders, subscriptions, and renewals appear in Salesforce automatically. Products map to Salesforce Product objects, customer profiles become Contacts or Accounts, and product images stored in Salesforce update WooCommerce listings. This ensures that your catalog, sales data, and customer information remain accurate across both systems.
See How Our Plugin Connects WooCommerce Salesforce Data in Real Time
Custom Content: CPT and ACF
Businesses often store structured data in WordPress, such as catalogs or directories. Without a direct link to Salesforce, this information can become outdated or inconsistent across systems.
Using our ACF Salesforce Integration and our CPT UI Salesforce Integration, custom post types and custom fields in WordPress can be mapped directly to Salesforce objects. Updates move in both directions, so Salesforce always contains the latest structured data. This helps teams manage specialized content without duplication.
Watch How to Map and Sync WordPress Custom Post with Salesforce Objects
Events: Registrations and Attendance
Events bring together leads and customers, but keeping Salesforce updated with attendee details is often a manual process. When events are tracked only in WordPress, campaign reporting in Salesforce remains incomplete.
Through our WordPress and Salesforce Integration, event data flows directly into Salesforce. Events appear as Campaigns or custom objects, registrations create Leads or Contacts, and updates such as cancellations are reflected immediately. Campaign dashboards in Salesforce then combine event and sales data for accurate ROI tracking.
Memberships: Subscriptions and Renewals
Subscription-based businesses often face the challenge of keeping customers’ subscription records consistent across WordPress and Salesforce. Missed renewals or cancellations can leave teams working with incomplete data.
Using our Salesforce WordPress Integration, new member registrations create Salesforce Contacts, payment histories are synced into Salesforce, and subscription details are updated immediately. Membership levels stored in Salesforce can also assign WordPress roles automatically. This keeps member profiles accurate and ensures both systems stay in step.
Lead Capture: WordPress Forms into Salesforce
Form submissions often contain crucial leads, demo requests, or support cases. If they remain stored only in WordPress, sales and support teams lose valuable time exporting and importing data.
With our Gravity Forms Salesforce Integration, as well as support for WPForms, Ninja Forms, and Contact Form 7, submissions flow into Salesforce in real time. Leads, Contacts, or Cases are created instantly, custom fields and uploaded files map correctly, and duplicate prevention ensures cleaner data. This keeps Salesforce updated with every interaction from your WordPress site.
Communities: BuddyPress and BuddyBoss
Communities on WordPress generate useful engagement data, but this data becomes far more powerful when connected to Salesforce. If it stays only in WordPress, teams have limited visibility.
Through our BuddyPress Salesforce Integration and our BuddyBoss Salesforce Integration, profiles, group memberships, and activity logs move into Salesforce automatically. Roles in WordPress can be assigned based on Salesforce attributes, and profile updates, such as location or preferences, also sync. This makes community engagement a visible part of customer records in Salesforce.
Salesforce WordPress Integration with VIP Support
The Salesforce VIP Package is designed for enterprises that require more than basic Salesforce to WordPress integration. It offers advanced features, priority support, and tailored solutions to keep operations secure, scalable, and efficient. Learn more about this plan on our Website.
Feedback and Support
At the heart of our service is your experience. Whether you have feedback, need assistance, or face any difficulties with WordPress Salesforce Integration, our expert team is ready to support you. Get in touch at [email protected].
