Salesforce Integration for WooCommerce

Salesforce CRM integration is popular amongst marketers because of its exceptional functionalities such as contact and task management, customer engagement, collaboration tools, workflow creation, opportunity tracking, intuitive analytics reports, and mobile-ready dashboards. Customer relationship management software (CRM) can be an easy alternative to manually tracking data. CRM can do everything from data management to tracking and visualizing the impacts.

Real-Time Syncing

Advanced Security

Wipe Data Option

Automate Routine Tasks

Conditional Filtering

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WPSGRAB10

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Quick information
Last Update: Apr 23, 2025
Compatible up to: WP 6.7.x, WC 9.7.x
Minimum PHP version: 7.4 or Higher

Overview

With Salesforce CRM, marketers can manage contacts and tasks, engage customers, use collaboration tools, create workflows, track opportunities, create intuitive analytics reports, create mobile-ready dashboards, and much more…

New
Multi-Currency Support

With multi-currency support, you can enable multi-currency settings in Salesforce. Once you successfully enable it, you will see a new field in Product2 Feed and Pricebook Feed.
Associate WooCommerce Object Fields With Salesforce Modules

This feature helps you map WooCommerce object fields with your Salesforce CRM account’s modules using association rules. These association rules are called feeds.
Conditional Filter In Feeds

With the WooCommerce Salesforce CRM plugin, you can now make use of the conditional filters, including the “OR” and “AND” filters, when customizing feeds to sync data at your convenience.
Create Custom PriceBooks

This feature of our WooCommerce Salesforce integration plugin allows you to create custom PriceBooks over your CRM. Moreover, it also allows you to map your products into PriceBook using PriceBook Entry.
Create Opportunities From Orders

Create opportunities based on Salesforce CRM modules based on the WooCommerce orders synced over the CRM. The opportunity feeds track the customer data in sync and create the opportunity using order ID, order status, etc.
Date Range For Syncing Data

This option is to select a particular date range while bulk and one-click syncing the data. It is important to note that this date range functionality will not work while syncing the data products and users.

Features

Field Values Related To Orders

WooCommerce Salesforce CRM allows merchants to have a comprehensive synchronization of order-related data to Salesforce. Values like customer-added customizations, order notes that can be mapped to the order and opportunity feeds, and key order details like the order edit URL, sub-total, and order number. This ensures a contextual and complete view of each transaction.

Details
Field Values For Coupon Discounts

Merchants can seamlessly sync coupon-related data to Salesforce CRM. This enables better tracking of customer savings and promotional performance by syncing the coupon codes used in an order, as well as the total discount provided by those coupons to designated fields in Salesforce.

Details
Synchronize Product Stock In WooCommerce

With WooCommerce Salesforce Integration, merchants can sync product stock from Salesforce to WooCommerce by enabling the feature and entering the API name of the field they are using to store the stock value. After this, a cron will run every 5 minutes, updating your product stock quantity (if there are any changes).

Details

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Subscriptions

Utilize subscription products as an object to map out and sync all the details related to the individual subscription product, be it the Subscription Name, ID, Parent ID, Status, Customer, Payment Method & Schedule, and all the other individual details can be synced. Three events are triggered here – when a subscription is created, when it’s updated, and when it’s changed. Admins can also utilize bulk and manual sync options to sync all the relevant data in one go.
WooCommerce Membership

The merchants can now utilize membership as an object to map out and sync all the details related to the individual membership plans, be it Membership Plan ID, Membership Created Date & Time, Membership End Date & Time, and other individual details that can be synced. The membership is created in either of two ways – by manually creating it or when an order is placed. So, in that case, two events are triggered – the order status is changed, or the Membership is updated. Admins can also utilize bulk and manual sync options to sync all the relevant data in one go.
Multisite

The Salesforce CRM connector is now compatible with multisite. After the compatibility, the plugin will work seamlessly with the sub-domains. The admin will be able to not only sync data but also create log tables (as per the requirements). The admin can sync data and effortlessly create log tables on different sub-domains, and the plugin also works efficiently on all domains.
Advanced Custom Fields

WooCommerce Salesforce Connector now enables you to map out and sync all the custom-created fields as objects for your feeds. Merchants can utilize Advanced Custom Fields to create custom fields for their products. These custom fields are usually created for orders, users, and products. The admins can utilize two-way syncing and map out and sync the custom-created fields from Salesforce to WooCommerce and vice versa.
Coupon Referral Program

Woo Salesforce is compatible with the referral plugin for WooCommerce. This enables the admins to map out and sync all the details of all the coupons that are generated for the different orders and users. This compatibility will work for the order feed and user feed.

FAQs

Frequently Asked Questions

Can we sync the order notes data to Salesforce?sanjeevmaurya2025-04-23T12:14:04+00:00

Can we sync the order notes data to Salesforce?

Yes, In our latest update(1.1.4) we have provided this feature that now clients can sync order notes data as well over salesforce.

Does your solution sync orders with the existing account on Salesforce?sanjeevmaurya2025-04-23T12:15:03+00:00

Does your solution sync orders with the existing account on Salesforce?

Yes, Our plugin now syncs the orders for those accounts which already exist in Salesforce CRM which will remove duplicate account creation during the order sync from WooCommerce to Salesforce.

Can this plugin be used to map the product attributes and categories over the Salesforce?sanjeevmaurya2025-04-23T12:15:51+00:00

Can this plugin be used to map the product attributes and categories over the Salesforce?

Yes, by using this Salesforce WooCommerce integration plugin, you can map the product attributes and categories to your Salesforce account.

What is the basic purpose of using this Salesforce Integration for WooCommerce?sanjeevmaurya2025-04-23T12:16:53+00:00

What is the basic purpose of using this Salesforce Integration for WooCommerce?

Salesforce Integration for WooCommerce plugin is an integration of WooCommerce with Salesforce CRM. It sends all the data ( Orders/Customers/Products ) over Salesforce CRM as per the modules available in Salesforce. It creates Accounts, Contacts, Products, Orders, Opportunities over Salesforce CRM.

How to set up the connection with Salesforce CRM?sanjeevmaurya2025-04-23T12:21:16+00:00

How to set up the connection with Salesforce CRM?

To set up the connection, you’ll need to login into your Salesforce account and go to the Salesforce Setting > App Manager > Create New App OR Open the Existing App. You will get a Consumer Key and Consumer Secret to set up the connection. You can follow the App Setup Guide to check the complete process.

Can we create custom feeds to sync data?sanjeevmaurya2025-04-23T12:22:31+00:00

Can we create custom feeds to sync data?

Yes, You can create your own custom feeds to sync data to the Salesforce CRM object. For this, you need to go to the feed section and click on the “Add new feed” button. It will redirect you to a new feed from where you can customize it to start syncing.

Is there any option in the plugin for the Manual Data Sync?sanjeevmaurya2025-04-23T12:23:59+00:00

Is there any option in the plugin for the Manual Data Sync?

Yes, you can sync data manually. The Integration with Salesforce for WooCommerce plugin syncs all data in 3 ways based on configurations and requirements –