WooCommerce – Salesforce CRM Integration Guide

Installation

WordPress Dashboard
  • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’.
  • Click on ‘Upload Plugin’.
  • Upload plugin zip.
  • Activate plugin.
FTP, SFTP, SCP etc…
  • Unzip plugin zip.
  • Upload the unzip plugin folder to your ‘/wp-content/plugins/’ directory, using your favorite method (ftp, sftp, scp, etc…).
  • Activate plugin.

Configuration

  • Create Connected App in Salesforce CRM to get Consumer Key and Consumer Secret. The guide is here.
  • Go to ‘Admin’ -> ‘WC – Salesforce’ -> ‘Configuration’.
  • Consumer Key: Add your Salesforce Connected App consumer key
  • Consumer Secret: Add your Salesforce Connected App consumer secret
  • Username: Add your Salesforce account username
  • Password: Add your Salesforce account password
  • Security Token (optional): Add your Salesforce account security token. The guide is here.
  • Click on ‘Save’ button

Integration Settings

  • Go to ‘Admin’ -> ‘WC – Salesforce’ -> ‘Integration Settings’.
  • You can see customers and orders integration settings.
  • Click on edit icon to set integration settings.
  • Select a module you want to integrate.
  • Click on ‘Filter’ button to filter module fields.
  • Check ‘Salesforce CRM Integration?’ checkbox if you want to integrate Salesforce CRM.
  • Map fields which you want to map.
  • Click on ‘Save Changes’ button to map fields.
  • Note: Map fields which is creatable in Salesforce CRM module.

Bulk Integration

  • Go to ‘Admin’ -> ‘WC – Salesforce’ -> ‘Bulk Integration’.