Comprehensive Guide to WooCommerce Salesforce Integration for Seamless Business Operations

What’s your reason for learning and exploring WooCommerce Salesforce Integration?

The remote culture is now overtaking every major and minor industry. Therefore, the need to access business remotely is quite apparent. And, this gave rise to the demand of having Mobile CRM Solutions that can be accessed from multiple devices and/or from multiple locations.

The data from Zippia backs up the above statement as 45% of companies said their use of CRM software increased sales revenue.

Witnessing the never-ending growth rate of utilizing CRMs to generate revenue, serve customers, and improve business processes, there are many CRM solutions available in the market. Salesforce is one such cloud-based solution that greatly simplifies your WooCommerce business’s CRM requirements.

Further, in this blog, we’ll be learning more about the Salesforce CRM as a solution and how you can leverage its benefits by integrating it into your WooCommerce stores.

So, without much ado, let’s proceed!

What Is Salesforce CRM?

The Salesforce CRM is a cloud-based CRM and marketing automation platform. Often referred to as Salesforce Customer 360, this CRM solution holds the flexibility to serve businesses of different sizes and configurations, irrespective of their industry type.

Salesforce Customer 360 is the one-for-all CRM technology and the major project of the Salesforce team. It is an integrated CRM system that holds the capacity to serve the needs of all your teams to manage and grow your customer relationships.

Because all the versions of Customer 360 CRM are built on the same cloud platform, it gets easier to upgrade or downgrade your version as per your operational requirements.

Let us now talk about “Why should a business integrate Salesforce CRM with WooCommerce Store?”, you’ll be surprised by the doors of opportunities that it opens!

Why Integrate WooCommerce Salesforce CRM With WooCommerce Stores?

WooCommerce is the WordPress module that permits blogging sites to take a step ahead with transforming their blogging sites into eCommerce storefronts.

It is free to install and is the most ideal eCommerce platform for cost-conscious users. The best part of using WooCommerce is that it is used by both B2B & B2C companies to build their business online.

WooCommerce plugin is among the popular WordPress plugins, however, it fails to serve every demand of marketers and entrepreneurs, alone. Seeing the popularity of the WooCommerce platform, it needs a strong CRM platform that can support it through various requirements.

Salesforce WooCommerce integration provides a great range of features to track and monitor customers. It also helps marketers and businesses with multiple services to help them grow and achieve their goals.

Salesforce WooCommerce Integration: Your Best Choice!

The Salesforce Integration for WooCommerce plugin is the integration solution to connect your WooCommerce store with your Salesforce CRM account.

This Salesforce WooCommerce integration plugin helps you to sync all your WooCommerce data like Orders, Contacts, Products, etc. over Salesforce CRM according to the association rules used for mapping Salesforce modules with WooCommerce objects.

The Salesforce Integration for WooCommerce plugin is a next-generation solution. It is designed and developed keeping modern business requirements in consideration.

Steps To Setup WooCommerce Integration With Salesforce

Yes, setting up a CRM can be complicated and overwhelming, but don’t worry because Salesforce WooCommerce Integration is definitely easy to set up, and that too in just 4 steps!

So without taking much of your time, let’s proceed…

1. Buy, Install & Activate

To start with the setup process, you must have the .zip file for the Salesforce WooCommerce Integration plugin installed. You can get the plugin over the WooCommerce marketplace or just get it from here.

After you’ve purchased the plugin, you can simply upload the .zip file to your plugins menu of the WordPress dashboard’s admin panel. Once the plugin is uploaded and installed, Activate the plugin to start with the next step.

2. Setup Connection & Authorize

Once the plugin is activated, the next step is to set up the connection of the plugin with your Salesforce CRM account and get it authorized. There are two ways to set up the connection:

a) The Default Method – Direct Login With Your Salesforce Account

If you don’t want to log in with custom apps, you can go with this option. You just need to follow through with the following steps:

• Go to WordPress Admin Dashboard→ WP Swings→ Salesforce Woo→ Setup Connection.
• Disable Use Custom App & select Environment.
• Click on the button, Login & Authorize.
• Log in using your Salesforce account. Grant permissions and proceed.

b) Connect Using a Custom App

To log in using your custom app, you need to enter the following details:

• Use Custom App
• Consumer Key
• Consumer Secret
• Environment
• Callback URL

To follow more on how and where to get these keys and details, go through the Salesforce Integration Setup Guide

3. Create Feeds

Once your connection is set up and authorized, the next step is to create feeds. Feeds are the set of association rules to map the WooCommerce data with the right Salesforce objects.

With this Salesforce WooCommerce integration, you need to activate the default feeds, first. Furthermore, you can edit their functionality and mapping rules as suited or create new feeds hurdle-free.

The Salesforce Integration with WooCommerce plugin offers the following feeds by default-

• Account Feed
• Contact Feed
• Product Feed
• PriceBookEntry Feed
• Opportunity Feed
• Order Feed
• OrderItem Feed

4. Sync Data

The next step after creating the feeds is to enable the data sync feature. The Salesforce WooCommerce integration plugin provides 2 ways to sync your data –

• Bulk Data Sync:  This sync option allows you to sync all the data of a particular object in bulk, i.e., altogether, at once.
• One-Click Data Sync:  Using the one-click sync option allows you to sync only the newly added data or the one that failed to sync earlier. It is more of a manual approach to syncing data.

Your basic configuration is done now. And, you’re all set to work and explore your business opportunities with the Salesforce Integration for WooCommerce plugin now!

Key Features Of Salesforce Integration With WooCommerce

Salesforce WooCommerce integration has eased out the process of mapping Salesforce objects with the WooCommerce fields to a large extent.

Not only that, but you will also find reaching out to the support team has become easier and faster! You will find all the resources you need from the product page to the demo or documentation in just one place.

Please go through the following points carefully as it will help you maximize the benefits that you can reap from this WooCommerce Salesforce extension:

We have provided seven default feeds to add to your convenience (Feeds are the set of rules that assist in the mapping of WooCommerce fields with the Salesforce objects!). All you need to do is run the feeds in the right order so that everything is synced and updated without errors.

1. Account Feed
2. Contact Feed
3. Product Feed
4. Pricebook Entry Feed
5. Opportunity Feed
6. Order Feed
7. Order Item Feed

Now comes to the main point—the order in which you will make sure the feeds are activated so that your syncing takes place in a troublesome manner:

1. Make sure you activate the Account Feed first before the Contact Feed.
2. Make sure you activate the Account and Contact Feeds before Order Feed. This is because the Order Feed is dependent on the Account Feed.
3. Make sure you activate the Account, Contact, Order, and Pricebook Feeds before the Order Item Feed. You need to do so since the Order Item feed is dependent on all these fields.

Take my word for, if you follow the steps mentioned above sincerely, there will be a seamless syncing channel between your Salesforce account and WooCommerce store.

Here are some key features that the WooCommerce Salesforce integration plugin has to offer you:

1. Update Account If Account Already Exists on Salesforce

Salesforce web integration allows you to utilize the already existing account on Salesforce. The Plugin uses the existing account instead of creating a new one to sync data in case of Manual sync, Bulk Sync, Instant sync, Background Sync, and One-click sync.

This eliminates the issues of data duplication that were arising previously, which in turn makes data-syncing accurate.

2. Field Value for Order Notes

Salesforce eCommerce integrations enable merchants to fetch the order notes, which can be mapped to the order feed and opportunity feed. By utilizing the data the admins can understand the customers and make their experience better, while they are on their website.

3. Instant Data Sync, Manual Data Sync, And Historical Data Sync

Woo Salesforce Integration now syncs all your data in 4 ways based on your configurations and requirements –

• Instant sync or real-time data sync
• Background syncing
• Syncing specific data manually
• Historical data sync for past data

4. Data logs for Easy Tracking

This feature lists all the WooCommerce data synced to your Salesforce WooCommerce Integration.

• Feeds synced
• WooCommerce object and object ID
• Salesforce object and object ID
• Time of sync

This feature also allows you to delete entries from the data log, either manually or automatically. In the latest version of the plugin, you can also filter the logs with errors.

5. Create Accounts and Contacts with Customer Data

Using this WooCommerce Salesforce integration plugin, each customer data that you sync with Salesforce CRM is used to create separate databases for the customer accounts and contacts.

This means that a separate customer profile is created for each unique customer. Hence, it reduces the chances of creating multiple records for the same customer contact details.

6. Sync Products Data Over Salesforce CRM Integration

The product feeds feature of this Salesforce CRM Integration plugin syncs all your WooCommerce store’s products and product-related data over your Salesforce CRM account. When the product feed is enabled, every new product added to your store’s catalog will also be updated to your Salesforce CRM databases, automatically.

Please note that we recently launched the latest version of the WooCommerce Salesforce Integration plugin by WP Swings. In this version of the Salesforce connector plugin, you can seamlessly map product tags, categories, and even sub-categories!

7. Customize PriceBooks

With the Salesforce Integration for WooCommerce plugin, you can create custom PriceBooks and sync them with your Salesforce CRM PriceBook module. Further, it allows you to map your products into PriceBook using the PriceBook Entry feature.

8. Create and Sync Orders to Salesforce CRM’s Orders Module.

This Salesforce WooCommerce integration plugin not only syncs your WooCommerce store’s order data with Salesforce CRM, but it also lets you sync the Order Items over Salesforce. Moreover, syncing order items along with the orders ensures better mapping and reporting possibilities for marketers to generate insights from the synced data.

We have launched in our latest update almost all the on-demand features.

Thus, this Salesforce WooCommerce Connector plugin brings you easy mapping of billing and shipping state names.

9. Create Opportunities

The Salesforce Integration for WooCommerce plugin also facilitates you with an explicit feature to create Opportunities over Salesforce CRM.

This feature uses the opportunity feed to track your customer data and derive the Order ID and order status from there to create opportunities over Salesforce CRM.

10. Wipe All Data Once The WooCommerce Salesforce Integration Is Disconnected

If you have the feature for wiping data enabled in the Salesforce CRM Integration plugin, you will have all your data cleared once you disconnect your integration.

Benefits Of Using WooCommerce Salesforce Connector

Let us watch how WooCommerce Salesforce CRM integration encompasses all your requirements with its functionalities.

1. Improves Lead Generation

Salesforce CRM’s augmented analytics dashboard and AI-enabled features help to manifest a holistic POV of your potential customers and their interests. Integrating Salesforce with WooCommerce, you can monitor each activity like product browsing history, product preferences, etc.

Furthermore, tracking leads and nurturing them is easier with marketing automation and opportunity features.

2. Know Your Customers

Having a Salesforce CRM Integration WooCommerce comes in handy if customer satisfaction is the sole goal or objective of your business. Customers are the key elements for any business to grow and prosper.

Using WooCommerce Salesforce integration ensures that when your store’s data is synchronized with your Salesforce CRM account, no information is lost or remains unrecorded.

3. Automate Your Daily Tasks & Processes

It is widely noted that marketing automation is capable of boosting your sales and revenue as you no longer need to look into menial tasks and can focus on the major decisions.

Gathering information and taking insights with automatically generated reports, analyzing databases and customer behavior, sending emails and marketing messages, filing legal documents, etc. automatically reduces your cost of labor and resources, both.

4. Better Interaction & Communication

Salesforce WooCommerce integration gives you wider choices to interact and connect with your customers to build a stronger relationship with them. As each contact of your WooCommerce store is synced with Salesforce CRM, it further creates a separate profile for each new contact making it more convenient for you to connect them by SMS, email, or phone.

Also, Salesforce being a cloud-based platform gives you a mobile-friendly interface that enables your sales team to communicate with customers from anywhere to anywhere.

5. Advanced Team Management

Salesforce WooCommerce integration provides strength to your team with integrated services and process management capabilities.

For any business to run successfully, defining roles and responsibilities is important. But, collaboration among the teams is even more critical for businesses to flourish along with their employees and customers.

WooCommerce Salesforce integration allows you to build custom interfaces to manage your varied teams and tools for them to be more productive and become an asset for your business.

Why Is WooCommerce Salesforce CRM Is Better Than Other CRMs?

After going through the key features, I don’t think, it will come as a surprise. But Salesforce CRM is better than CRMs. How? Let’s find out together!

When we talk about CRMs, there’s quite a simpler approach for the users to choose one. Either they go by the popularity or for the specific feature they need. If we go by the data, most businesses integrate CRMs to manage their contacts and track interactions.

However, every CRM platform offers all these features in the bigger picture. And, the popularity of the top CRMs is all great in their respective markets giving tough competition to other CRMs.

While we talk about integrating CRM with WooCommerce stores, there’s a long list of CRMs serving the business requirements to their optimum level like

• Salesforce
• Mautic
• HubSpot
• Zoho
• QuickBooks Integration
• Keap Integration
• Dynamics
• MailChimp

And, many more…

We believe that keeping the modern requirements in consideration, Salesforce CRM has an upper hand over most of the other CRMs.

Why? Let’s find the answer…

1. Salesforce Essentials

Salesforce Essentials is an easy approach to get started with CRMs for new users. Since not all businesses work on the same model, it’s obvious to have different requirements for using CRM.

Salesforce has you covered with comprehensive essential plans that only include the features that are required for new CRM users, be it for the sales cloud then or the service cloud.

2. Salesforce CRM Strengths

“The Salesforce Trailblazer community is an active ecosystem of over 2.3 million who have taken a step towards driving innovation in their businesses within the Salesforce ecosystem itself.  – Salesforce

• It offers a free learning and earning professional credentials platform to mentor partner businesses and offer them job opportunities.
• It is an artificial intelligence-enabled platform that helps you make decisions faster and customers more satisfied.
• The Salesforce Complete 360 CRM platform allows you to discover information from the data you gathered. It helps you to predict outcomes and recommend best practices to approach your business growth targets with an augmented analytics dashboard.
• The Salesforce CRM’s platform architecture is flexible and expandable according to your needs and business requirements.
• The inclusive structure of Salesforce CRM helps you drive more sales, productivity, and revenue along with a better customer satisfaction rate.
• Being a cloud-based CRM platform, you can access Salesforce from anywhere, anytime. Its mobile CRM app provides you with on-the-go insights into all your business data and vital information like tasks, reports, etc.

3. Drawbacks/Restrictions of Using Salesforce CRM

For a beginner, it might turn out to be an ordeal when it comes to using Salesforce CRM. It has a relatively long learning curve. But with proper knowledge, it becomes easy to cross this curve.

Note: Salesforce essentials include all the sales and service solutions needed by SMBs. 

Customer Testimonials

In this section, we will learn how people like you have leveraged our plugin to achieve their business goals.

Check out some of our client testimonials to gain insights into our business process,

BooxAI

 

BooxAI is a company that offers a comprehensive range of publishing services, including writing, editing, proofreading, cover design, illustration, printing, online distribution, translation, ebook formatting and conversion, audiobook creation, and marketing solutions.

Their business is highly dependent on managing customer information and storing that data accurately. The salesforce connector plugin enabled them to sync orders and manage the created opportunities in real time.

They started using features like  Sync All Your Data via Instant Data Sync, Creating and syncing WooCommerce orders, and creating opportunities based on WooCommerce Orders to see instant results. The data between Salesforce and WooCommerce was now integrated correctly. It was practically in real-time. WooCommerce orders were coming into Salesforce. They Expected an Increase in Conversion Rate by 10% -20%

A Short Quote From BooxAI,

“The plugin helped us sync the order data from WooCommerce to Salesforce”

– BooxAI

Summing Up!

artificial intelligence. WooCommerce on the other hand is the free and convenient platform for new entrepreneurs to start their online businesses.

Integrating these two platforms with the WooCommerce Salesforce integration plugin combines the pros of both platforms and gives you a perfect environment to flourish your business and achieve the targets.

Salesforce Integration for WooCommerce is the best choice for you to integrate your Salesforce CRM account with your WooCommerce store. It is a simple, effortless, and features-oriented plugin that can help you achieve the purpose with utmost ease. You can even get it customized for your specific needs.