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Salesforce Integration for WooCommerce

Overview ↑ Back to top

The Salesforce Integration for WooCommerce plugin by WP Swings connects your Woocommerce store with your Salesforce CRM account. This plugin syncs all your WooCommerce data (Orders/Customers/Products ) over Salesforce CRM as per the modules available in Salesforce. It creates Accounts, Contacts, Products, Orders, Opportunities over Salesforce CRM

Installation ↑ Back to top

  • Download the .zip file of the plugin from your WooCommerce account.
  • Log into your WordPress Dashboard and navigate to Plugins > Add New.
  • Click on the Upload Plugin button on top and upload the zip file of the plugin.
  • Install the plugin and click Activate to get started.

Steps to Setup And Authorize Connection ↑ Back to top

This app setup guide will tell you how to connect, authorize and do the initial setup for this WooCommerce Salesforce integration plugin.

Important: The setup process starts after you’ve successfully installed and activated the plugin. If you’ve not done it yet, follow the installation steps before you continue.

  1. Once the plugin is installed and activated, the next step is to set up the plugin and connect it with your Salesforce account. To do so, go to WP Swings→ Salesforce Woo on your WordPress admin dashboard. You’ll see the following screen then. Click on the button- Connect Your Account.setup screen
  2. There are two ways to establish the connection between your WooCommerce store and your Salesforce account.
    Direct Login and Authorize
    Login using your Custom App
  3. Direct Login and Authorize : To login directly, without using the custom app, make sure that the toggle button against the Use Custom App setting is disabled. Then, follow the steps below
    Select the Environment.
    Click on the Login & Authorize button.
    custom app login
  4. Thereafter, you’ll be redirected to the Salesforce account login page. Login using the Salesforce account that you wish to connect and sync your WooCommerce data to.salesforce login
  5. Once you enter the login credentials and click on Login, you’ll be redirected back to the plugin setup screen. Your authentication is complete.successful authorization
  6. Login using your Custom App : For logging in and authorizing using a custom app you need to follow through with the following steps:
    Use Custom App
    Consumer Key
    Consumer Secret
    Environment
    Callback URL
    app login
  7. Steps to get the details required to be filled in the above form:
    Login to your Salesforce CRM account and go to Settings→ Setup→ Setup Home.
    salesforce setup
    Search for the App Manager from the search menu.
    salesforce app manager
    After your App Manager screen opens up, select the New Connected App button.
    connected app
    The Basic Information form will open next like below. Fill in the required information like –
    Connected App Name
    API Name
    Contact Email, etc.
    basic info for app
    Scroll down to the next section and enable the OAuth settings.
    Add your callback URL.
    enter redirect url
    Select the OAuth scopes from the available scopes.
    select scopes
    Save your changes. The next screen appears with a message, “Changes can take up to 10 minutes to take effect.”
    Click on the button Continue.
    connected app
    You’ll now get your Consumer Key and Consumer Secret IDs. Copy the IDs from here and add them to your Integration plugin authorization form.
    credentials
    After adding in all the information, click on Authorize.
    enter credentials
    After you click on Authorize, then a dialogue box will appear seeking your permissions to access the data. Click on Allow.
    access granted
    Your connection authorization request is now validated.
    validating api details
  8. The next step is to setup the PriceBook. After you have given the permissions, you’ll be automatically redirected to the screen as shown below.
    Click on the Refresh PriceBooks button. Select the PriceBook option from the dropdown menu and click on Select and Move to Next.
    To create your very own PriceBook, click on the  Create New.
    pricebook setup
  9. Next, you need to create feeds to map WooCommerce objects with Salesforce object fields.

    To create fields, click on the button- Create Feeds.create feeds

  10. Now you’re ready to sync your WooCommerce data with Salesforce CRM. Click on the Start Sync button to start syncing your data step-by-step.data sync screensync in progress
  11. Your Salesforce Integration for WooCommerce plugin’s setup process is complete now.setup complete screen

Dashboard ↑ Back to top

The Salesforce Integration for WooCommerce plugin dashboard displays the number of accounts, contacts, products, opportunities, and orders synced over Salesforce CRM. It also includes the option to disconnect or re-authorize the connection.

dashboard

Feeds ↑ Back to top

The feeds are the set of association rules to map the WooCommerce data with the right Salesforce objects. Activate the default feeds and edit the functionality as suited or create new feeds hurdle-free.

The Integration with Salesforce for WooCommerce plugin offers the following feeds by default-

  • Account Feed
  • Contact Feed
  • Product2 Feed
  • PriceBookEntry Feed
  • Opportunity Feed
  • Order Feed
  • OrderItem Feed

And a button at the bottom to “Add Feeds”.

feeds

Every feed contains multiple settings to customize its functionality. Click on the Edit icon adjacent to the feed name to access those settings. Here are the settings you get under the feeds:

  • Select Object: This setting allows you to select a WooCommerce object for which you want to sync the data.

select object feed

  • Map Fields: This setting helps you map a field to the value it will contain. For example, you can map an Account feed with a First Name field to make sure the Account feed will store the first name value.

map fields

  • Add New Field: This setting helps you in adding a new field in the feed. If you want to sync some other related data, you can add that field to the respective feed.

add new field

  • Primary Field: This setting allows you to choose a field that will work as a primary key.

primary field

  • Select Event: This setting allows you to select the event which will trigger the data synchronization process.

select event

  • Sync Variable Product:  Once you enable the option to sync variable products, your parent product will automatically sync along with the variations. You can also use this option for your variable subscription products.

  • Conditional Filters: Using these conditional statements given in when you create feed using the Salesforce WooCommerce plugin, you can apply conditions for each feed. These filters will filter out the unwanted entries to be synced with the Keap object fields.
    You can use the AND filter. When each of the conditions defined is satisfied by the form submission, it will be synced.
    When you use the OR filter, if any of the defined conditional statements are satisfied, the sync will be triggered.

Data Sync ↑ Back to top

The data sync tab helps you with your WooCommerce data synchronization. This Salesforce-WooCommerce integration plugin provides 2 ways to sync your data – 

  • Bulk Data Sync – This sync option allows you to sync all the data of a particular object.
  • One-Click Data Sync – This sync option allows you to sync only the newly added data or the one that failed to sync earlier.

NOTE: You can now sync custom feeds using bulk sync or manual sync.

data sync

Logs ↑ Back to top

The logs tab displays the details of your WooCommerce data synced with Salesforce CRM objects. It also displays the requests and responses in case of faults in data sync. The data available in logs are – 

  • Feed
  • Woo Object (WooCommerce Object)
  • Woo Object Id
  • Salesforce Object
  • Salesforce Object Id
  • Time of Sync

You can also filter the logs with errors using the filter provided in the latest version of the Salesforce WooCommerce plugin.

 

Settings ↑ Back to top

The settings tab of Salesforce Integration for WooCommerce plugin includes 3 major options:

  • Enable Instant Sync: Toggle the button to enable this setting. This setting allows you to sync WooCommerce data instantly to Salesforce CRM. If you disable this option, you’ll need to sync the data manually from the Data Sync tab.
  • Enable background sync: Use the toggle button to enable background syncing. It is recommended that you use only one- instant sync or background sync at once. This option will allow you to sync your entries every 5 minutes irrespective of the payment gateway used for your WooCommerce orders.
  • Enable Logging: Toggle this button to right and enable the setting to save the data sync logs. If you disable this setting, no logs will be saved.
  • Delete Logs After x Days: This setting allows you to select the number of days you want to store the error logs for. For example, if you select 30 days, the logs will be stored for 30 days and will be auto-deleted after that.
  • Wipe data on disconnect: You can enable this option to delete the sync history once the connection is disconnected.

FAQs ↑ Back to top

Q1. How to set up the Salesforce Integration for WooCommerce plugin easily?
We have provided a full setup guide to do this, you can check it.

Q2. Can we sync the data with this plugin?
Yes, we have given two options for this: Bulk sync and One-click Sync which you can choose according to your need.

Q3. What is the difference between Bulk sync and One-click Sync?
Bulk Sync: Syncs all the data of a particular object.
One-click Sync: Syncs only the newly added data or the one that failed to sync earlier.

Q4. I don’t want to sync all the data automatically, what options can we opt for?
We have given the option of Manually sync data so that you can choose the manual option too.

Q5. Can we check sync error logs with this plugin?
Yes, there is an option in the backend where you can check all your logs.

Q6. Can the logs be deleted automatically after some days?
Yes, you can set the number of days you want to store the logs for. They’ll be deleted after the set days.

Q7. We want to delete some data from the plugin, is this possible?
Yes, with this plugin you can delete plugin data as you want.

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