<ul class="wccom-tick-list-primary">
<li>WooCommerce orders are synced with Salesforce order items irrespective of the payment method used by your customers.</li>
<li>Wipe Data option as soon as you disconnect the integration between WooCommerce and Salesforce.</li>
<li>Syncs your WooCommerce data with Salesforce Integration Tool in real time and displays the records via sync logs.</li>
<li>The Salesforce API integration uses API layer verifications and validations to secure incoming data before it integrates into the Salesforce CRM.</li>
</ul>
<hr class="wccom-product-heading__hr" />
<h2><b>Features For Salesforce CRM Integration</b></h2>
<h3><b>Field Values</b></h3>
<p><b>1. OrderItem Meta<br />
</b><b><span style="font-weight: 400">Salesforce CRM integration enables the merchants to sync all the meta details that the customers add, i.e., all the customizations that they incorporate into the existing order item.</span><br />
</b></p>
<h4><b>2. Order Notes</b></h4>
<p><span style="font-weight: 400">Salesforce eCommerce integrations enable merchants to fetch the order notes, which can be mapped to the order feed and opportunity feed. </span></p>
<h4><b>3. Order Details </b></h4>
<p><span style="font-weight: 400">This integration with Salesforce CRM allows merchants to fetch the order edit URL, order subtotal, and order number in order values, which can be mapped to account feed, contact feed, order feed, and opportunity feed. </span></p>
<h4><b>4. Coupons Used in the Order</b></h4>
<p><span style="font-weight: 400">The integration with Salesforce allows merchants to send coupon codes used in the order to the desired field in Salesforce. </span></p>
<h4><b>5. Total Discount Provided by the Coupons Used</b></h4>
<p><span style="font-weight: 400">Salesforce CRM integration allows merchants to send the total discount provided by the coupon codes used in the order to the desired field in Salesforce. </span></p>
<h3><b>Synchronize </b></h3>
<h4><b>1. Product Stock In WooCommerce </b></h4>
<p><span style="font-weight: 400">With WooCommerce Salesforce Integration, merchants can sync the product stock from Salesforce to WooCommerce by just enabling the feature and entering the API name of the field that they are using to store the stock value. After this, every 5 minutes, a cron will run, which will update your product stock quantity (if there are any changes). </span></p>
<h4><b>2. WooCommerce Products Over Integration With Salesforce </b></h4>
<p><span style="font-weight: 400">The product feeds feature of this Salesforce WooCommerce integration plugin syncs all your online store’s products over to your Salesforce CRM account. Every new product you add to your WooCommerce syncs automatically data sync for product feeds enabled by you while configuring the plugin settings.</span></p>
<h4><b>3. Instant Data Sync, Manual Data Sync, And Historical Data Sync</b></h4>
<p><span style="font-weight: 400">Salesforce CRM Integration now syncs all your data in 4 ways based on your configurations and requirements –</span></p>
<ul>
<li style="font-weight: 400"><span style="font-weight: 400">Instant sync or real-time data sync</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Background syncing</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Syncing specific data manually</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Historical data sync for past data</span></li>
</ul>
<h4><b>4. Manual Sync And Bulk Sync</b></h4>
<p><span style="font-weight: 400">Salesforce eCommerce Integration uses the manual sync and bulk sync options in the Salesforce <strong>WordPress Salesforce Integration</strong> for custom feeds as well. </span></p>
<h3><b>Mapping </b></h3>
<h4><b>1. Product Details</b></h4>
<p><span style="font-weight: 400">The Salesforce CRM integration plugin now provides mapping product details such as product display URL, product type, and product status.</span></p>
<h4><b>2. Product Categories and Attributes</b></h4>
<p><span style="font-weight: 400">You can allow your product categories and variable product attributes to be mapped seamlessly over Salesforce from your WooCommerce store using the latest version of our Salesforce Connector plugin in the Products feed.</span></p>
<h4><b>3. Billing And Shipping Country Name</b></h4>
<p><span style="font-weight: 400">Using the Woo Salesforce Integration plugin, you can also map the billing country name and shipping country name instead of just mapping the country codes.</span></p>
<h4><b>4. Shipping State Name</b></h4>
<p><span style="font-weight: 400">With Salesforce API Integration, you can easily map the billing and shipping state names over to Salesforce with the Orders Feed.</span></p>
<h4><b>5. Product Tags And Sub-Categories</b></h4>
<h4><span style="font-weight: 400">WooCommerce Salesforce Integration allows seamless mapping of product tags and sub-categories as requested by our clients in the Product Feed of this plugin.    </span></h4>
<h4><strong>6.</strong> <b>WP Users Details<br />
</b><b><br />
</b><b><span style="font-weight: 400">This feature allows the merchants to map the details of WordPress Users over to Salesforce with the Account Feed, Contact Feed, and Lead Feed.<br />
</span></b></h4>
<h3><b>Knowledge Base Integration</b></h3>
<p><span style="font-weight: 400">The process of connecting a knowledge base system within Salesforce CRM to allow seamless access to support content or content of any other type (like syncing wordpress posts as knowledge articles) across customer service, sales, or community portals.</span></p>
<h3><b>Sync Existing Product</b></h3>
<p><span style="font-weight: 400">The admins can easily update the existing products on Salesforce to sync without creating new products on WooCommerce. The admins can use the “primary field” of the “Product2 Feed” and update the ProductID and their PriceBookEntry ID.</span></p>
<h3><b>Reload The Log Table With A Single Click</b></h3>
<p><span style="font-weight: 400">The admins can utilize this functionality of the WooCommerce salesforce plugin to easily refresh the log table with a single click, without refreshing the entire page every time. This saves a lot of time for the admin.</span></p>
<h4><b>Two-Way Product Syncing From Salesforce To WooCommerce</b></h4>
<p><span style="font-weight: 400">With the two-way syncing functionality, any changes made by admins to products in Salesforce will also be reflected in WooCommerce. Similarly, if an admin manually creates a new product in Salesforce, the same product will be created in WooCommerce. By utilizing the reverse product feed mapping functionality, all fields mapped will reflect the changes made in salesforce to WooCommerce.</span></p>
<p><span style="font-weight: 400">NOTE: Both functionalities have dedicated settings to cater to different needs. If admins want product changes to reflect in WooCommerce without automatically creating new products, they can enable the first setting and vice versa.</span></p>
<h4><b>Multi-Currency Support</b></h4>
<p><span style="font-weight: 400">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. From here, you can accurately sync data in different selected currencies.</span></p>
<h3><b>Two-Way Deletion Of The Listed Products</b></h3>
<p><span style="font-weight: 400">WooCommerce Salesforce enables admins to use the two-way deletion feature. A listed single from your WooCommerce store will also be deleted from Salesforce and vice versa.<br />
</span><span style="font-weight: 400">NOTE: </span><span style="font-weight: 400">After the enhancement, if any product is deleted directly from Salesforce and then re-synced from WooCommerce, it will be re-created in Salesforce with updated IDs and an updated Pricebook Entry.</span></p>
<h4><b>Data logs for Easy Tracking</b></h4>
<p><span style="font-weight: 400">This feature lists all the WooCommerce data synced to your <strong>Salesforce WooCommerce Integration.</strong></span></p>
<ul>
<li><span style="font-weight: 400">Feeds synced</span></li>
<li>WooCommerce object and object ID</li>
<li><span style="font-weight: 400">Salesforce object and object ID</span></li>
<li><span style="font-weight: 400">Time of sync</span></li>
</ul>
<p><span style="font-weight: 400">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.</span></p>
<h3><b>Wipe All Data Once The WooCommerce Salesforce Integration Is Disconnected</b></h3>
<p><span style="font-weight: 400">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, as shown below.</span></p>
<h3><b>Associate WooCommerce Object Fields With Salesforce Modules</b></h3>
<p><span style="font-weight: 400">This feature helps you map WooCommerce object fields with your Salesforce CRM account’s modules using association rules. These association rules are called feeds.</span></p>
<h3><b>Conditional Filter In Feeds</b></h3>
<h3><span style="font-weight: 400">You can use conditional filters, including the “OR” and “AND” filters, when customizing feeds to sync data at your convenience.</span></h3>
<p><span style="font-weight: 400"><strong>NOTE:</strong> While using the conditional filter, if the mentioned field is empty either in WooCommerce or Salesforce, in that case, the field will not be synced.</span></p>
<h3><span style="font-weight: 400"><b>Date Range For Syncing Data</b><br />
</span></h3>
<p><span style="font-weight: 400">Admins can now utilize the option 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. While you are bulk syncing the data, the old data is synced first, then the new data is synced (date-wise). </span></p>
<h3><b>Abandoned Cart Synchronization</b></h3>
<p><span style="font-weight: 400">This new kind of synchronization helps admins to sync the data of your guests and logged-in users’ abandoned carts with WooCommerce salesforce. The admins can enable or disable this feature as needed, set the cart abandonment time, delete abandoned cart data from your store after a specified period, and store the data in an HTML-encoded format. After successfully syncing the abandoned cart data, the clickable link for the Salesforce ID is mentioned for the admins to verify the synced data.</span></p>
<h3><b>Compatibility With Affiliate Manager </b></h3>
<p><span style="font-weight: 400">The merchants can utilize this compatibility with </span><a href="https://wpaffiliatemanager.com/"><span style="font-weight: 400">Affiliate Manager</span></a><span style="font-weight: 400"> to sync all their customer and affiliate data to Salesforce. The data is synced in three scenarios, and a separate event is created for this (Affiliate created/updated), which will be used to check that the feeds are for affiliates. The data will be synced when a user registers on Affiliate Manager’s platform, when they earn a commission, or when they update their account details. A cron job will run every 5 minutes to sync the mentioned data accurately. </span></p>
<h3><b>Compatibility With Subscription </b></h3>
<p><span style="font-weight: 400">The merchants can now utilize subscriptions 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.</span></p>
<p><span style="font-weight: 400">Admins can also utilize bulk and manual sync options to sync all the relevant data in one go.</span></p>
<h3><b>Compatibility With WooCommerce Membership</b></h3>
<p><span style="font-weight: 400">The merchants can now utilize subscriptions 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 can be synced. The membership is created in either of two ways – by manually creating it or when an order is placed. </span></p>
<h3><span style="font-weight: 400">So, in that case, two events are triggered – the order status is changed, or the Membership is updated. </span><span style="font-weight: 400">Admins can also utilize bulk and manual sync options to sync all the relevant data in one go.</span></h3>
<h3><span style="font-weight: 400"><b>Compatibility Coupon Referral Program</b><br />
</span></h3>
<p><span style="font-weight: 400">Salesforce CRM integration 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.</span></p>
<h3>Benefits of Salesforce CRM Integration.</h3>
<h3><b>1. Filter in a Log Table</b></h3>
<p><span style="font-weight: 400">With Woo Salesforce Integration, you can add a filter in the log table to easily filter all the data of different feeds, i.e. Account, Contact, Product2, PricebookEntry, Opportunity, Order, OrdeItem, and Subscription in the synced data.</span></p>
<h3><b>2. Better Customer Management</b></h3>
<p><span style="font-weight: 400">The advanced features of WooCommerce Salesforce Integration help you manage your customers by tracking their orders and order items.</span></p>
<h3><b>3. Fast Data Sync</b></h3>
<p><span style="font-weight: 400">Salesforce CRM Integration syncs data in real-time. The real-time data sync and historic data sync are key benefits of this plugin.</span></p>
<h3><b>4. Real-Time Reporting</b></h3>
<p><span style="font-weight: 400">Syncs your WooCommerce data with Salesforce CRM in real-time and displays the records via sync logs.</span></p>
<h3><b>5. Conditional Filtering</b></h3>
<p><span style="font-weight: 400"> You can now add conditional filters in the Salesforce WooCommerce feeds using the WooCommerce Salesforce connector plugin.</span></p>
<h3><b>6. Intuitive Setup Process</b></h3>
<p><span style="font-weight: 400">The plugin offers an easy setup process to sync your website data with your Salesforce CRM account—the layout is interactive.</span></p>
<h3><span style="font-weight: 600;font-family: var(--wccom-font-family-header);font-size: var(--wp--preset--font-size--x-large,32px);letter-spacing: -0.02em;color: var(--wp--preset--color--woo-text-gray,#101517)">Support</span></h3>
<p>Visit the <a href="https://woocommerce.com/document/salesforce-integration/" target="_blank" rel="noopener">salesforce crm integration Documentation</a> to learn more about the features and working of the plugin. If you need support or have questions, kindly <a href="https://woocommerce.com/my-account/create-a-ticket/" target="_blank" rel="noopener">submit your query</a>.</p>

Salesforce Integration

<p>Salesforce crm integration empowers you to sync your WooCommerce store’s data, including contacts, products, and orders. This Salesforce CRM Integration allows automatic sync, instant sync, two-way product sync and deletion, etc.</p>

<ul class="wccom-tick-list-primary">
<li><strong>Streamlined Sales Management</strong>: Everything you need to manage B2B sales agents and track sales is in one place, boosting efficiency.</li>
<li><strong>Performance Insights</strong>: Gain complete visibility with dashboards for tracking commissions, sales, and agent productivity.</li>
<li><strong>Flexible Commission Structures</strong>: Easily set global, category, or per-product commissions to suit your strategy.</li>
<li><strong>Enhanced Communication</strong>: Keep communication between commission agents and admins for a cohesive team experience.</li>
</ul>
<hr />
<p>Sales Agent for WooCommerce is the ultimate WooCommerce extension for managing and empowering your sales team in one seamless platform! This all-in-one system is designed to streamline sales agent management, track customers, automatically calculate commissions for sales agents, and boost revenue effortlessly. Perfect for WooCommerce store owners looking to supercharge their sales operations, this B2B sales commission plugin brings everything your team needs in one powerful tool!</p>
<h2>Features</h2>
<h3>Sales Agent WooCommerce Dashboards</h3>
<p><img class="size-full wp-image-18734004430173 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/sales_agent_dashboards.webp" alt="Sales Agent Dashboards Feature" width="980" height="602" /></p>
<p>Empower each agent with a dedicated dashboard! Here, agents can add new customers, check notifications, view commission stats, and place orders on behalf of customers. The dashboard also provides access to performance insights and order tracking.</p>
<h3>Global Commission Structure</h3>
<p><img class="size-full wp-image-18734004430181 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/global_commission_structure.webp" alt="Global Commission Structure Feature" width="980" height="602" /></p>
<p>Effortlessly set up a global commission structure that works across agents, allowing admins to create, assign, and edit commission percentages to ensure fair payouts.</p>
<h3>Generate Affiliate Links</h3>
<p><img class="size-full wp-image-18734004430186 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/generate_affiliate_links.webp" alt="Generate Affiliate Links Feature" width="980" height="602" /></p>
<p>Boost visibility and sales with affiliate links tailored for agents. Each agent can generate unique links for:</p>
<ul>
<li>User Registration: Encourage new customers to join with custom registration links.</li>
<li>Shop Link: Let agents share shop links and earn commissions on orders made through them.</li>
<li>Product Link Generator: Generate links for specific products, where agents receive a commission if a sale is completed using their referral link.</li>
</ul>
<h3>Instant Messaging for Admins, Agents, and Customers</h3>
<p><img class="size-full wp-image-18734004430325 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/instant_messaging_for_admins_agents.webp" alt="Instant Messaging for Admins and Agents Feature" width="980" height="602" /></p>
<p>Facilitate real-time communication with the Instant Messaging feature. Both admins and agents can stay updated with quick, convenient conversations directly through the platform.</p>
<p><img class="alignnone size-full wp-image-18734004898137" src="https://woocommerce.com/wp-content/uploads/2021/05/intercommunication_between_agent_customer.webp" alt="Instant Messaging Between Agent & Customer" width="980" height="602" /></p>
<p><span style="font-weight: 400">Enhance collaboration with built-in messaging! Agents and customers can now communicate directly through the message tab, improving support and sales efficiency.</span></p>
<h3>Agent Levels</h3>
<p><img class="aligncenter size-full wp-image-18734005721593" src="https://woocommerce.com/wp-content/uploads/2021/05/agent_levels.webp" alt="Sales Agent Levels" width="980" height="602" /></p>
<p>Easily set up multiple agent levels with custom commission rates for products or categories. Reward performance with dynamic commission structures, and boost motivation through automatic level upgrades when agents hit their sales targets.</p>
<h3>Commission Payout Options</h3>
<p><img class="size-full wp-image-18734004430331 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/commission_payout_options.webp" alt="Commission Payout Options Feature" width="980" height="602" /></p>
<p>Choose flexible commission payout options like PayPal or Bank Transfer, ensuring agents receive timely, secure payments for their efforts.</p>
<h3>Customer-Based Commission</h3>
<p><img class="aligncenter size-full wp-image-18734005721600" src="https://woocommerce.com/wp-content/uploads/2021/05/customer_based_commission.webp" alt="Customer Based Commissions " width="980" height="602" /></p>
<p>Assign unique commission rates to sales agents for individual customers, giving you full flexibility to incentivize VIP clients and manage key relationships strategically.</p>
<h3>Announcements to Sales Agents</h3>
<p><img class="size-full wp-image-18734004430334 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/announcements_to_sales_agents.webp" alt="Announcements to Sales Agents Feature" width="980" height="602" /></p>
<p>Admins can keep agents informed through announcement messages. Set messages to display on the announcements page, with options to filter by date, bulk actions, and a search bar for easy navigation.</p>
<h3>Assign Agents to Commission Categories</h3>
<p><img class="size-full wp-image-18734004430342 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/assign_agents_to_commission_categories.webp" alt="Assign Agents to Commission Categories Feature" width="980" height="602" /></p>
<p>Customize commission rates by assigning agents to different commission categories. Each category can have unique commission percentages based on performance, product type, or strategy.</p>
<h3>Set Commission for Sales Agents on Specific Products</h3>
<p><img class="size-full wp-image-18734004430349 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/set_commission_for_specific_products.webp" alt="Set Commission for Specific Products Feature" width="980" height="602" /></p>
<p>Admins have the power to set fixed or percentage-based commission rates for specific products, providing targeted incentives and control over high-demand items.</p>
<h3>Comprehensive Performance Dashboard for Admins</h3>
<p><img class="size-full wp-image-18734004430355 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/comprehensive_performance_dashboard_for_admins.webp" alt="Comprehensive Performance Dashboard for Admins Feature" width="980" height="602" /></p>
<p>Track the full scope of agent activity with a monthly performance summary for created customers, sales orders, paid commissions, and more. Admins can manage agent profiles, adjust commission statuses, and stay in full control of sales operations.</p>
<h3><b>Bulk Assign Customers to Sales Agent</b></h3>
<p><span style="font-weight: 400">Streamline your customer management with bulk assignment! Admins can now assign up to 100 customers to a sales agent at once, directly from the agent’s Edit Profile screen. No more visiting individual customer profiles one by one — simply select the customers you need, hit Update, and the assignments are saved instantly to the agent’s Customer Table.</span></p>
<h3><b>Bulk Actions on Customers</b></h3>
<p><span style="font-weight: 400">Take control of customer management at scale with powerful bulk actions! From the customer table within any agent profile, admins can select multiple customers and choose from available bulk actions:</span></p>
<ul>
<li style="font-weight: 400"><b>Bulk Unassign:</b><span style="font-weight: 400"> Remove selected customers from the agent in a single click, keeping your assignments clean and up to date.</span></li>
<li style="font-weight: 400"><b>Assign Bulk Commission:</b><span style="font-weight: 400"> Open a handy pop-up to set a commission percentage for multiple customers at once, saving time and ensuring consistency across your sales team.</span></li>
</ul>
<h2>How to Get Started</h2>
<ol>
<li>Buy Sales Agent for WooCommerce.</li>
<li>Download and install the extension.</li>
<li>You can find the installation guide <a href="https://woocommerce.com/document/sales-agent-for-woocommerce/#section-2">here</a>.</li>
</ol>
<p>Read the <a href="https://woocommerce.com/document/sales-agent-for-woocommerce/">technical documentation</a> to set up Sales Agent for WooCommerce and build a successful B2B sales commission system.</p>
<h3>Let’s turn your sales team into a revenue-boosting powerhouse!</h3>
<p>This sales agent tool is the complete solution to simplify sales agent management, optimize sales commissions, and drive growth for your business.</p>

Sales Agent

<p>Manage sales agents, automatically calculate sales commissions and keep track of customers and data.</p>

Salesforce Integration vs Sales Agent