{"id":198456,"date":"2018-02-15T08:00:00","date_gmt":"2018-02-15T08:00:00","guid":{"rendered":"https:\/\/www.weixiaoduo.com\/plugins\/2024\/02\/22\/woo-salesforce-plugin-crm-perks\/"},"modified":"2025-10-16T14:29:00","modified_gmt":"2025-10-16T14:29:00","slug":"woo-salesforce-plugin-crm-perks","status":"publish","type":"post","link":"https:\/\/www.weixiaoduo.com\/plugins\/woo-salesforce-plugin-crm-perks\/","title":{"rendered":"Integration for WooCommerce and Salesforce"},"content":{"rendered":"<p>Easily create leads, contacts or any object in Salesforce when an order is placed via WooCommerce. Learn more at <a href=\"https:\/\/www.crmperks.com\/plugins\/woocommerce-plugins\/woocommerce-salesforce-plugin\/?utm_source=wordpress&utm_medium=directory&utm_campaign=readme\" rel=\"nofollow ugc\">crmperks.com<\/a><\/p>\n<h3>WooCommerce Salesforce Integration Setup<\/h3>\n<ul>\n<li>Go to WooCommerce -> Settings -> Salesforce tab\u00a0then add new account.<\/li>\n<li>Go to WooCommerce -> Salesforce Feeds tab then create new feed.<\/li>\n<li>Map required Salesforce fields to WooCommerce Order fields.<\/li>\n<li>Send your test entry to Salesforce CRM.<\/li>\n<li>Go to WooCommerce -> Salesforce Logs and verify, if entry was sent to Salesforce.<\/li>\n<\/ul>\n<p><strong>Connect Salesforce Account<\/strong><\/p>\n<p>You can connect Salesforce Account by Oauth 2.0 or Salesforce Organization ID if API is not enabled. Also you can connect multiple Saleforce accounts.<\/p>\n<p><strong>Fields Mapping<\/strong><\/p>\n<p>Simply Select Salesforce CRM Object then map WooCommerce Order\/product\/user fields to Salesforce Object(Account, Lead, Contact, Case, custom Object etc) fields.<\/p>\n<p><strong>Export Event<\/strong><\/p>\n<p>Choose event, when WooCommerce Order data should be sent to Salesforce. For example , send WooCommerce Order to Salesforce when Order Status changes to \u201cprocessing\u201d.<\/p>\n<p><strong>Primary Key<\/strong><\/p>\n<p>Instead of creating new Object in salesforce, you can update old object by setting Primary Key field.<\/p>\n<p><strong>Error Reporting<\/strong><\/p>\n<p>If there is an error while sending data to Salesforce, an email containing the error details will be sent to the specified email address.<\/p>\n<p><strong>CRM Logs<\/strong><\/p>\n<p>Plugin saves detailed log of each entry whether sent or not sent to to Salesforce and easily resend an entry to Salesforce.<\/p>\n<p><strong>Send Historical Orders\/Customers to Salesforce<\/strong><\/p>\n<p>Easily export all old woocommerce orders and Customers to Salesforce in just one click. This feature is available in pro version only.<\/p>\n<p><strong>Full Synchronization<\/strong><\/p>\n<p>All Woocommerce Orders\/Customers\/Products are fully synchronized with Salesforce. If you update\/delete\/restore an order that order will be updated\/deleted\/restored in Salesforce. You can import Products from Salesforce to Woocommerce too.<\/p>\n<p><strong>Filter Orders<\/strong><\/p>\n<p>By default all orders are sent to Salesforce, but you can apply filters & setup rules to limit the orders sent to Salesforce. For example sending Orders from specific city to Salesforce.<\/p>\n<p><strong>Send Data As Notes<\/strong><\/p>\n<p>You can send one to many WooCommerce Order fields data as an object Note in salesforce.<\/p>\n<p><strong>Assign Objects<\/strong><\/p>\n<p>An Object created\/updated by one feed can be assigned to the Object created\/updated by other feed. for example , you can assign Contact to Account or Order<\/p>\n<p><span class=\"embed-youtube\" style=\"text-align:center; display: block;\"><iframe loading=\"lazy\" class=\"youtube-player\" width=\"750\" height=\"422\" src=\"https:\/\/www.youtube.com\/embed\/-9OTisEwItI?version=3&rel=1&showsearch=0&showinfo=1&iv_load_policy=1&fs=1&hl=en-US&autohide=2&wmode=transparent\" allowfullscreen=\"true\" style=\"border:0;\" sandbox=\"allow-scripts allow-same-origin allow-popups allow-presentation allow-popups-to-escape-sandbox\"><\/iframe><\/span><\/p>\n<blockquote>\n<p><strong>Premium Version.<\/strong><\/p>\n<p>Following features are available in Premium version only.<a href=\"https:\/\/www.crmperks.com\/plugins\/woocommerce-plugins\/woocommerce-salesforce-plugin\/?utm_source=wordpress&utm_medium=directory&utm_campaign=Salesforce_readme\" rel=\"nofollow ugc\">WooCommerce Salesforce Integration<\/a><\/p>\n<ul>\n<li>Add WooCommerce Order Items to Salesforce.<\/li>\n<li>Salesforce Custom fields.<\/li>\n<li>Salesforce Phone Number fields.<\/li>\n<li>Products Synchronization (from Woocommerce to Salesforce and from salesforce to Woocommerce).<\/li>\n<li>WordPress Users Synchronization (from Woocommerce to Salesforce).<\/li>\n<li>Send WooCommerce Orders in bulk to Salesforce.<\/li>\n<li>Add a lead\/Contact to campaign in Salesforce CRM.<\/li>\n<li>Assign owner to any object(Contact, lead , account etc) in Salesforce.<\/li>\n<li>Assign object created\/updated\/found by one feed to other feed. For example assigning a contact to a custom Salesforce object.<\/li>\n<li>Track Google Analytics Parameters and Geolocation of a WooCommerce customer.<\/li>\n<li>Lookup lead\u2019s email and phone number using popular email and phone lookup services.<\/li>\n<\/ul>\n<\/blockquote>\n<h3>Premium Addons<\/h3>\n<p>We have 20+ premium addons and new ones being added regularly, it\u2019s likely we have everything you\u2019ll ever need.<a href=\"https:\/\/www.crmperks.com\/add-ons\/?utm_medium=referral&utm_source=wordpress&utm_campaign=WC+salesforce+Readme&utm_content=WC\" rel=\"nofollow ugc\">View All Add-ons<\/a><\/p>\n<h3>Want to send data to other crm<\/h3>\n<p>We have Premium Extensions for 20+ CRMs.<a href=\"https:\/\/www.crmperks.com\/plugin-category\/woocommerce-plugins\/?utm_source=wordpress&utm_medium=directory&utm_campaign=salesforce_readme\" rel=\"nofollow ugc\">View All CRM Extensions<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>WooCommerce Salesforce Plugin allows you to quickly integrate WooCommerce Orders with Salesforce CRM.<\/p>\n","protected":false},"author":65,"featured_media":375000,"comment_status":"open","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"slim_seo":{"title":"Integration for WooCommerce and Salesforce - \u8587\u6653\u6735\u63d2\u4ef6\u76ee\u5f55","description":"WooCommerce Salesforce Plugin allows you to quickly integrate WooCommerce Orders with Salesforce CRM."},"footnotes":""},"categories":[1],"tags":[12257,48645,48646,48644,48647],"class_list":["post-198456","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","tag-salesforce","tag-salesforce-add-on","tag-woocommerce-integration-with-salesforce","tag-woocommerce-salesforce","tag-woocommerce-salesforce-integration"],"_links":{"self":[{"href":"https:\/\/www.weixiaoduo.com\/plugins\/wp-json\/wp\/v2\/posts\/198456","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.weixiaoduo.com\/plugins\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.weixiaoduo.com\/plugins\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.weixiaoduo.com\/plugins\/wp-json\/wp\/v2\/users\/65"}],"replies":[{"embeddable":true,"href":"https:\/\/www.weixiaoduo.com\/plugins\/wp-json\/wp\/v2\/comments?post=198456"}],"version-history":[{"count":0,"href":"https:\/\/www.weixiaoduo.com\/plugins\/wp-json\/wp\/v2\/posts\/198456\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.weixiaoduo.com\/plugins\/wp-json\/wp\/v2\/media\/375000"}],"wp:attachment":[{"href":"https:\/\/www.weixiaoduo.com\/plugins\/wp-json\/wp\/v2\/media?parent=198456"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.weixiaoduo.com\/plugins\/wp-json\/wp\/v2\/categories?post=198456"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.weixiaoduo.com\/plugins\/wp-json\/wp\/v2\/tags?post=198456"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}