blloyddev

<p><strong>blloyddev Customer Sync for Salesforce</strong> connects your store directly to Salesforce using the OAuth2 client-credentials flow (Connected App). Every time an order is marked complete, the customer’s name, email, and phone are sent to a Salesforce Apex REST endpoint you control.</p>
<h4>What’s included (free)</h4>
<ul>
<li>Syncs billing customer to Salesforce on order completion</li>
<li>Sends first name, last name, email address, and phone number</li>
<li>OAuth2 client-credentials authentication with token caching</li>
<li>Test-connection button to verify your Salesforce credentials</li>
<li>Clean uninstall — removes all plugin data on deletion</li>
</ul>
<h4>Pro version</h4>
<p>The Pro version adds:</p>
<ul>
<li>Full order sync — order number, date, total, and line items</li>
<li>The Events Calendar support — per-ticket attendee names, emails, and linked event data</li>
<li>Retry queue — failed syncs are automatically retried hourly</li>
<li>Manual sync by order ID</li>
<li>Admin notice when orders fail to sync</li>
</ul>
<h4>Requirements</h4>
<ul>
<li>WordPress 6.0+</li>
<li>WooCommerce 7.0+</li>
<li>A Salesforce Connected App with OAuth2 client-credentials flow enabled</li>
<li>An Apex REST endpoint in your org to receive the payload</li>
</ul>


blloyddev Customer Sync for Salesforce

Automatically syncs the billing customer from each completed order to a Salesforce Contact via OAuth2 — no Zapier or WP Fusion required.

roushanbugendai234

<p>WordForce Lead Plugin is integration between WordPress and Salesforce CRM with Real Time Synchronization functionality.<br />
WordForce Lead Plugin sends the form submissions from wordpress website to salesforce contact object wherein form is implemented in the plugin itself.</p>
<p>Users can add contact form using shortcode as [WF_LEAD] and After submission of form lead directly goes to the Salesforce contact object .</p>
<p>No more copy pasting of leads, Also Users can get rid of missing leads.</p>
<h3>Features</h3>
<p>You can configure all the different settings for the form, and then use a shortcode to insert the form into your posts or pages.<br />
Real Time Synchronization functionality is available , users can just click on the “Click to Sync” button for the lead which is not submitted to salesforce org but appears in wordpress submission data.</p>
<h3>How to Set Up</h3>
<ul>
<li>Go to “Credential Settings” Submenu and then enter the salesforce org details.</li>
<li>Insert the Shortcode as [WF_LEAD]  to the page or post where form needs to be implemented </li>
<li>Send the lead entry by filling up the form</li>
<li>Go to “Salesforce Org” Contact object and verify if entry was sent to Salesforce.</li>
</ul>
<p>**Setup in Salesforce Org<br />
Login to your Salesforce account or you can create a new account.<br />
Create a custom field with name ‘Address’ from object manager in contact object as text type.<br />
Switch to the classic mode of the org-> Setup from the right side top bar.<br />
Create a connected app from left sidebar: Build-> Create -> Apps<br />
Enable API (Enable OAuth Settings)<br />
Add  OAuth Scopes “Access and manage your data (api)”<br />
Click on Save<br />
Security Token:<br />
Click on the down arrow appearing besides your profile name in top bar-> Click on “My settings”-> From left sidebar under Personal tab<br />
Click on “Reset My Security Token”/ Or search Token in Quick find box from left sidebar.<br />
You will receive a security token on your email (we will need this token further for pursuing the connection )</p>
<p>** WordForce Lead Submenus</p>
<p>General Setting<br />
Form customization like Changing button color, Label , placeholder, width, font-size, can be pursued from General Setting.</p>
<p>Credential Settings<br />
Enter the mandatory details required for connecting to salesforce org<br />
Consumer Key, Consumer Secret will be available in connected app created in org<br />
Enter Salesforce Org’s username and password and security token associated with your salesforce org.<br />
Enter Login Base URL as “http://login.salesforce.com”</p>
<p>View Submitted Data<br />
Lead submission entries would be available here<br />
If any of the submission fails to send the data, we can manually send that entry to Salesforce Org’s Contact by clicking on “Click to Sync” button</p>


WordForce Lead

WordForce Lead Plugin is integration between WordPress and Salesforce CRM.

blloyddev Customer Sync for Salesforce vs WordForce Lead