How to create a Wordpress salesforce integration


Posted October 10, 2022 by sptech

The majority of business owners are aware of how crucial having a website is. Potential buyers frequently use the internet to investigate goods and services in today's digital world before making a purchase.

 
Salesforce is a potent CRM application that can assist companies in streamlining their marketing and sales procedures. It can be difficult to integrate Salesforce with WordPress, though. In this article, we'll demonstrate how to use the WP-Salesforce plugin to build a WordPress Salesforce integration.


Installing the WP-Salesforce Plugin

The WP-Salesforce plugin needs to be installed and activated initially. Please refer to our article on installing a WordPress plugin for additional details.

You must link the plugin to your Salesforce account after it has been activated. You must enter your Salesforce username, password, and security token to complete this. By entering into your Salesforce account and visiting the "My Personal Information" page, you can access these.

"Save Settings" after entering your Salesforce login information.

Enabling the Salesforce Integration


You must turn on the integration after establishing a connection with your Salesforce account. Go to the WP-Salesforce settings page and select "Enable Salesforce Integration" from the drop-down menu.

You can now select which post types you want to sync with Salesforce after the integration has been setup. Only posts and pages are chosen by default. If your website has any custom post types, you can also choose those.

Finally, you must choose WordPress's duplicate handling strategy. You have the option of either creating a new Salesforce record or updating an existing one.

That's all, then! You've connected WordPress and Salesforce successfully. Now that your content is synced, you can manage your sales leads in a single location.

Please feel free to ask any questions you may have concerned this procedure in the comments section. We would be glad to assist you.
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Last Updated October 10, 2022