Know How to Integrate WordPress with Salesforce and What are Their Advantages

Know How to Integrate WordPress with Salesforce and What are Their Advantages
On May 18, 2022, Posted by , In Salesforce Integration

You’ve probably heard of WordPress and Salesforce. Furthermore, you may have the opportunity to work directly on these platforms. However, have you considered WordPress Salesforce Integration? Do you want to know how to do it and why Salesforce WordPress Integration is necessary? If that’s the case, you’ve come to the right place.

Salesforce is a popular Customer Relationship Management (CRM) platform that allows businesses to manage all of their workflows with other apps and services in one place. It aids firms in developing strong customer relationships. On the other hand, WordPress is the most widely used Content Management System (CMS) for creating and hosting websites. WordPress And Salesforce Integration can help you improve your marketing workflow and give your customers a better browsing experience. Salesforce WordPress Integration allows you to connect your WordPress forms to Salesforce, allowing your team to add Leads, Customers, and other Contacts to your CRM automatically.

  • Salesforce To WordPress Integration

Previously, you’d have to hire an expert engineer to build a custom framework for you, connecting your site to Salesforce via their proprietary API. The Object Sync for Salesforce module, on the other hand, improves on a lot of this by providing an adaptable framework that allows you to create associations between WordPress metadata and Salesforce directly from your WordPress dashboard. This plugin lets you map fields from WordPress objects to Salesforce fields and sync (create, update, and delete) data from WordPress to Salesforce.

The Salesforce WordPress Plugin sync can also run at a specific time. As a result, bi-directional synchronization can be achieved, with Salesforce objects being mapped to WordPress objects, resulting in a complete Object Lifecycle Management system.

Salesforce is a popular CRM. This CRM includes numerous tools for storing and organizing sales and prospecting data. It becomes even more valuable when this data is integrated with your WordPress website.

  • 7 Ways to Integrate WordPress With Salesforce

Salesforce and WordPress can be linked in seven different ways.

  • Making Use of Salesforce’s Web-to-Lead Function

This free setup wizard is just what the doctor ordered if you want to be able to automatically turn customer information into a new Salesforce lead record. It’s the most basic method for one-way WordPress To Salesforce Integrationand it works by embedding the HTML it generates in your website. This method of integration, however, is quite limited. To begin with, it is only used to create lead records. Second, you can only select fields from the wizard’s list of options. Finally, the HTML code may not match the theme of your website, necessitating some additional styling efforts.

To use the code, log into your Salesforce account, go to the Setup panel, and select Feature Settings > Marketing > Web-to-lead:

After that, you’ll be taken to a new page with the following button: ‘Create Web-to-Lead Form‘:

  • Making Use of an E-Commerce Platform

Plugins for integration are available on such platforms. Salesforce Woocommerce Connector is one of the most popular and widely used plugins. Its popularity stems from the fact that it is free, easy to obtain, and straightforward. It is available for download directly from WordPress or as an e-commerce option from most web hosts. You can perform the following operations within the CRM after using WooCommerce’s Oauth 2.0 or Salesforce Organization ID to connect your Salesforce account (this can also be done if you have several). Map WooCommerce fields to Salesforce objects, export data, and events, set up error reporting messages, save entry logs, filter orders, and do other things to make WooCommerce and Salesforce more efficient.

  • Customizing Object Synchronization

It is carried out using specialized plugins designed for specific purposes. For example, the Object Sync plugin simplifies Salesforce object mapping and data synchronization with WordPress content (user, page, post, etc.).

  • Visitor Tracking

Pardot is another specialized WordPress Salesforce integration plugin that allows you to track visitors, manage forms, and create dynamic content. Its undeniable strength is that users don’t have to write code or even understand what’s going on behind the scenes. Simply locate a form or video with a sidebar using the widget, or use the Pardot button on the Visual Editor’s toolbar to embed them in a post or page.

  • Using Salesforce to log into WordPress

Single Sign-On (SSO) is an authentication technique that allows users to use their credentials (ID and password) for one software system (typically an app or website) to access another. SSO accomplishes this by storing various credentials for initial authentication on centralized authentication servers, translated into credentials specific to multiple systems.

This can be achieved in many ways.IP networks with cookies are used for sites with a common DNS parent domain. Otherwise, directory servers use the Lightweight Directory Access Protocol (LDAP) and its databases. Alternatively, you can use an SSO plugin, which comes in various scopes. A basic set of features, such as attributes and role mapping, login widgets, and user auto-creation are typically included in the free version. You must purchase a standard, premium, or enterprise version of this plugin to get binding type selection, auto-redirect to IDP, reverse-proxy support, or multiple certificates.

  • Taking Advantage of Salesforce Community Cloud

This is a universal method of using CMS Connect to embed assets from any third-party CMS in your Salesforce community. Adobe Experience Manager, Drupal, Sitecore, and, most notably, WordPress are among these systems. You will be able to work with content on your community pages and display and modify headers and footers, blogs and articles, and other reused content by connecting various CMS components, HTML, CSS, and JavaScript. Your website’s and CMS’s branding will be consistent as a result.

  • Selecting Custom Integration

For example, you might need forms with multiple payment options, the ability to send data to various campaigns, or the ability to allow donors to update their credit card information themselves. Alternatively, you may need to display Salesforce data in WordPress or on the website (for example, a member list or a board of directors) with a style tailored to your preferences. Additionally, you’d like to have searchable databases on your website, with Salesforce serving as the data record system. All of these require real-time Salesforce data queries and WordPress field synchronization. Custom development via Salesforce API is the only option if your integration requires complex logic that excludes all the above methods.

  • User Administration Made Simple

Syncing your WordPress users with your Salesforce CRM is required to maintain a consistent user database. You can use core WordPress functions, such as site registration, to add new leads to your Salesforce database from WordPress. one can also sync fields between the two apps so that every person in the organization has access to the same data.

Do you have a related membership website or host data that is only visible to your customers on your website? one can keep their users’ account status synced dynamically with a WordPress Salesforce Web To Lead. This allows you to tag your leads as customers in Salesforce and have their tags updated automatically. As a result, they’ll have access to your website’s ‘customer only’ sections. Automated prospect-to-customer updates reduce your sales team’s workload, and their newest customers will think they’re geniuses.

  • Convert Leads Form Submissions

If you want to turn WordPress form submissions into leads, you’ll need to tighten your Salesforce integration. You can use WordPress hooks and filters to send form data to Salesforce and track the results of your form in your CRM. Knowing which states convert better will aid your inbound marketing team in fine-tuning the ones that don’t.

  • Monitor the activities of logged-in users

Set up ‘logged-in’ user page tracking to save user page history in a Salesforce custom object. To identify the most popular areas of your website. If you’re hosting your WordPress site, be aware that tracking users at this level necessitates a significant amount of computing power. You can also be charged differently depending on your web hosting provider. May find yourself in a costly situation. HubSpot and a WordPress Salesforce Integration are more reliable and efficient tracking of customer activity.

  • Create a product catalog or an online store

Although there are numerous ways to import your product database into your Salesforce CRM, There are only a few options for storing that information. In sync with an external eCommerce store. There are some out-of-the-box solutions, which are products that work with as many Salesforce configurations as possible; these off-the-shelf solutions may nullify customizations to your eCommerce workflow or database.

A product catalog could be part of a custom integration solution. It could even include a complete eCommerce solution that keeps track of all stock quantities, sales, and other sales information in your Salesforce database. Having previous purchase data in Salesforce is extremely useful when it comes to targeting customers for new products, promotions, or marketing campaigns.

  • Add campaign identifiers to WordPress actions.

Do you want to link any WordPress actions to your Salesforce campaigns, either standard or custom? You can associate users who register on your WordPress site with a sales campaign by linking Salesforce Integration WordPress. Anyone who fills out a specific form can also be added to a Salesforce campaign ID. You can even specify which website activities should be tracked. You could, for example, include a WordPress action that keeps track of how many blog posts a user has viewed in each product or service category. They can be linked to a campaign ID. Corresponding to that category if they hit a specific metric (for example, the number of blog posts read).

  • Integration of custom objects

With the right developer on your team, Salesforce is highly extensible. You can create Salesforce objects specifically for your website. For example, custom integration is required if you want to create a website that keeps track of your rental properties and saves the information in Salesforce. You can use it to keep track of tenant rent, amounts, due dates, and payments in your Salesforce database while also allowing tenants to make payments on your WordPress website.

 


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