Object data sync for salesforce

readme

=== WordPress - Object Sync For Salesforce ===
Contributors: miniOrange
Tags: Salesforce Object, Data Synchronize , Objects, Custom Tabs, Custom Object
Donate link: http://miniorange.com
Requires at least: 3.7 or higher
Tested up to: 5.8
Requires PHP: 7.0
Stable tag: 1.0.0

Synchronization (bi-directional sync) of WP objects (post, page, user, blog) and Salesforce objects to map. Sync your Woocommerce orders & checkouts, membership levels, user data from WP to Salesforce.

== Description ==
**Salesforce & WordPress – Integrate | Enable Object Data Synchronization**

The plugin allows WordPress objects (post, page, user, blog) fields and Salesforce objects to map one another. The records in Salesforce objects will be created/updated/deleted when the data in WordPress is saved.

This plugin also provides a feature for the bi-directional synchronization i.e Salesforce object can be mapped to a WordPress object thus creating a complete Object Lifecycle Management system.

Allows you to sync your Woocommerce orders, checkout details, membership levels, user data from WordPress to Salesforce, and vice-versa.

= Key features =

* Real-time Sync: Real-time Sync uses Salesforce APIs. Automatically synchronizes record changes from WordPress to Salesforce in real-time. Salesforce objects will be created/ updated/ deleted when the data in WordPress is saved and vice-versa.

* Field mapping: Map each WordPress Object Fields from a list of fields belonging to the Salesforce object you selected. The data in Salesforce and WordPress are in sync when the mapped fields are in sync.

* Salesforce Objects: Get a list of Standard Objects such as Accounts, Leads, Contacts, etc., and your Salesforce Custom Objects. Map Salesforce Object fields (e.g. Account Name, Billing Address of Accounts) with WordPress Objects (e.g. Email, First Name, Last Name of WP user).

* Bidirectional Sync: The Salesforce to WordPress Object sync can be scheduled at a specific time interval. The plugin retrieves the data from the Salesforce object and overwrites the WordPress object based on the field mapping. Optimally this can be achieved using triggers in Salesforce.

* MemberPress Integration: Map Membership level, User credentials, payment information, billing address from 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.

* WooCommerce Integration: Map the checkout fields from your WooCommerce WordPress site to Salesforce object fields respectively of Accounts. The checkout details will sync to Salesforce once the user has checked out.

* PaidMembership Pro Integration: Map Membership level 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.

= 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 wp with salesforce or on how the plugin would work for you specifically, customized solutions and Active support are available. You can always Email us at [email protected] we would be happy to help you out.

Documentation for WordPress - Object Sync For Salesforce Plugin:
Here you can get the help of our plugin documentation with ensured content and expectations.

= Website  =
Check out our website for other plugins http://miniorange.com/plugins 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 plugin's configuration page.

== Installation ==
= From WordPress.org =
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 URL must be present in https:// format. 
8. Under the available OAuth scopes users have to select  Access and manage your data (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 user will be able to view the app they configured, keep the Consumer Key and Consumer Secret handy you will need it while configuring the plugin.

= From Object Data Sync for Salesforce plugin =
1. Copy Consumer Key and Consumer Secret from Salesforce App. Navigate to the plugin and under 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 the Salesforce, under the Object Manager tab search the Salesforce object you choose and click on the object.
7. Now to view the record from the 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.

== Frequently Asked Questions ==
Visit Help & FAQ section in the plugin OR email us at [email protected] or Contact us.

== Screenshots ==
1. Configuration
2. Attribute Mapping