Salesforce is a popular CRM tool that allows businesses to manage their customers and sales data. WordPress is a popular content management system that helps businesses create and manage their website.
Integrating WordPress with Salesforce can help businesses streamline their customer data management by allowing them to view and update their sales data from within the WordPress dashboard.
In this article, we will show you how to integrate WordPress with Salesforce. We will cover the following topics:
- Connecting WordPress to Salesforce
- Creating a New Salesforce Object in WordPress
- Updating an Existing Salesforce Object in WordPress
- Deleting a Salesforce Object in WordPress
- Viewing Salesforce Data in WordPress
Let’s get started!
1. Connecting WordPress to Salesforce
The first thing you need to do is connect your WordPress site to your Salesforce account. To do this, you will need to generate a Salesforce API key and secret.
If you don’t have a Salesforce account yet, you can create one for free. Once you have created your account, log into your Salesforce account and go to the Setup menu. In the search box, type “API” and select “Generate New API Key” from the list of results.
On the next page, enter a name for your API key and click on the “Generate Key” button.
Once you have generated your API key and secret, copy and paste them into the WordPress Salesforce settings page. You can find this page by going to Settings » Salesforce in your WordPress dashboard.
2. Creating a New Salesforce Object in WordPress
Now that you have connected your WordPress site to Salesforce, you can start creating new Salesforce objects from within the WordPress dashboard.
To create a new Salesforce object, go to Salesforce » New Object in your WordPress dashboard. On the next page, select the object type you want to create from the “Object Type” dropdown menu.
Next, enter a name for your object and click on the “Create Object” button.
You will now be redirected to the edit screen for your new Salesforce object. Here you can add fields to your object and specify the field values.
Once you have added all the fields and values for your object, click on the “Save Object” button to save your changes.
3. Updating an Existing Salesforce Object in WordPress
If you need to update an existing Salesforce object, you can do so from within the WordPress dashboard. To update a Salesforce object, go to Salesforce » All Objects and select the object you want to update from the list of results.
On the next page, you will see a list of all the fields for that object. Edit the field values and click on the “Update Object” button to save your changes.
4. Deleting a Salesforce Object in WP
If you no longer need a Salesforce object, you can delete it from within the WordPress dashboard. To delete a Salesforce object, go to Salesforce » All Objects and select the object you want to delete from the list of results.
On the next page, click on the “Delete Object” button.
You will be asked to confirm that you want to delete the object. Click on the “Confirm” button to continue.
5. Viewing Salesforce Data in WP
Once you have created and updated some Salesforce objects, you may want to view the data in WordPress. To view Salesforce data in WordPress, go to Salesforce » Data in your WordPress dashboard.
On the next page, you will see a list of all the Salesforce objects you have created. Select the object you want to view from the list and click on the “View Data” button.
You will now be able to see all the data for that object in WordPress.
Conclusion:
One of the benefits of using Salesforce is that it can be integrated with other software, including WordPress. This allows you to manage your website and Salesforce data from one place.
Integrating WordPress with Salesforce can be done using various methods. In this article, we will show you how to do it using the native integration provided by Salesforce, as well as how to do it using plugins.
