{"id":81628,"date":"2018-02-15T16:46:27","date_gmt":"2018-02-15T16:46:27","guid":{"rendered":"https:\/\/wordpress.org\/plugins\/woocommerce-salesforce-plugin-crm-perks\/"},"modified":"2026-03-22T05:33:44","modified_gmt":"2026-03-22T05:33:44","slug":"woo-salesforce-plugin-crm-perks","status":"publish","type":"plugin","link":"https:\/\/en-ca.wordpress.org\/plugins\/woo-salesforce-plugin-crm-perks\/","author":14640332,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_crdt_document":"","version":"1.7.9","stable_tag":"1.7.9","tested":"6.9.4","requires":"4.7","requires_php":"5.3","requires_plugins":null,"header_name":"Integration for WooCommerce and Salesforce","header_author":"CRM Perks.","header_description":"Integrates WooCommerce with Salesforce allowing new orders to be automatically sent to your Salesforce account.","assets_banners_color":"acacac","last_updated":"2026-03-22 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Learn more at <a href=\"https:\/\/www.crmperks.com\/plugins\/woocommerce-plugins\/woocommerce-salesforce-plugin\/?utm_source=wordpress&amp;utm_medium=directory&amp;utm_campaign=readme\">crmperks.com<\/a><\/p>\n\n<h3>WooCommerce Salesforce Integration Setup<\/h3>\n\n<ul>\n<li>Go to WooCommerce -&gt; Settings -&gt; Salesforce tab\u00a0then add new account.<\/li>\n<li>Go to WooCommerce -&gt; Salesforce Feeds tab then create new feed.<\/li>\n<li>Map required Salesforce fields to WooCommerce Order fields.<\/li>\n<li>Send your test entry to Salesforce CRM.<\/li>\n<li>Go to WooCommerce -&gt; Salesforce Logs and verify, if entry was sent to Salesforce.<\/li>\n<\/ul>\n\n<p><strong>Connect Salesforce Account<\/strong><\/p>\n\n<p>You can connect Salesforce Account by Oauth 2.0 or Salesforce Organization ID if API is not enabled. Also you can connect multiple Saleforce accounts.<\/p>\n\n<p><strong>Fields Mapping<\/strong><\/p>\n\n<p>Simply Select Salesforce CRM Object then map WooCommerce Order\/product\/user fields to Salesforce Object(Account, Lead, Contact, Case, custom Object etc) fields.<\/p>\n\n<p><strong>Export Event<\/strong><\/p>\n\n<p>Choose event, when WooCommerce Order data should be sent to Salesforce. For example , send WooCommerce Order to Salesforce when Order Status changes to \"processing\".<\/p>\n\n<p><strong>Primary Key<\/strong><\/p>\n\n<p>Instead of creating new Object in salesforce, you can update old object by setting Primary Key field.<\/p>\n\n<p><strong>Error Reporting<\/strong><\/p>\n\n<p>If there is an error while sending data to Salesforce, an email containing the error details will be sent to the specified email address.<\/p>\n\n<p><strong>CRM Logs<\/strong><\/p>\n\n<p>Plugin saves detailed log of each entry whether sent or not sent to to Salesforce and easily resend an entry to Salesforce.<\/p>\n\n<p><strong>Send Historical Orders\/Customers to Salesforce<\/strong><\/p>\n\n<p>Easily export all old woocommerce orders and Customers to Salesforce in just one click. This feature is available in pro version only.<\/p>\n\n<p><strong>Full Synchronization<\/strong><\/p>\n\n<p>All Woocommerce Orders\/Customers\/Products are fully synchronized with Salesforce. If you update\/delete\/restore an order that order will be updated\/deleted\/restored in Salesforce. You can import Products from Salesforce to Woocommerce too.<\/p>\n\n<p><strong>Filter Orders<\/strong><\/p>\n\n<p>By default all orders are sent to Salesforce, but you can apply filters &amp; setup rules to limit the orders sent to Salesforce. For example sending Orders from specific city to Salesforce.<\/p>\n\n<p><strong>Send Data As Notes<\/strong><\/p>\n\n<p>You can send one to many WooCommerce Order fields data as an object Note in salesforce.<\/p>\n\n<p><strong>Assign Objects<\/strong><\/p>\n\n<p>An Object created\/updated by one feed can be assigned to the Object created\/updated by other feed. for example , you can assign Contact to Account or Order<\/p>\n\n<p>[youtube https:\/\/www.youtube.com\/watch?v=-9OTisEwItI]<\/p>\n\n<blockquote><strong>Premium Version.<\/strong>\n\nFollowing features are available in Premium version only.<a href=\"https:\/\/www.crmperks.com\/plugins\/woocommerce-plugins\/woocommerce-salesforce-plugin\/?utm_source=wordpress&amp;utm_medium=directory&amp;utm_campaign=Salesforce_readme\">WooCommerce Salesforce Integration<\/a>\n\n<ul>\n    <li>Add WooCommerce Order Items to Salesforce.<\/li>\n    <li>Salesforce Custom fields.<\/li>\n    <li>Salesforce Phone Number fields.<\/li>\n    <li>Products Synchronization (from Woocommerce to Salesforce and from salesforce to Woocommerce).<\/li>\n    <li>Wordpress Users Synchronization (from Woocommerce to Salesforce).<\/li>\n    <li>Send WooCommerce Orders in bulk to Salesforce.<\/li>\n    <li>Add a lead\/Contact to campaign in Salesforce CRM.<\/li>\n    <li>Assign owner to any object(Contact, lead , account etc) in Salesforce.<\/li>\n    <li>Assign object created\/updated\/found by one feed to other feed. For example assigning a contact to a custom Salesforce object.<\/li>\n    <li>Track Google Analytics Parameters and Geolocation of a WooCommerce customer.<\/li>\n    <li>Lookup lead's email and phone number using popular email and phone lookup services.<\/li>\n<\/ul>\n<\/blockquote>\n\n<h3>Premium Addons<\/h3>\n\n<p>We have 20+ premium addons and new ones being added regularly, it's likely we have everything you'll ever need.<a href=\"https:\/\/www.crmperks.com\/add-ons\/?utm_medium=referral&amp;utm_source=wordpress&amp;utm_campaign=WC+salesforce+Readme&amp;utm_content=WC\">View All Add-ons<\/a><\/p>\n\n<h3>Want to send data to other crm<\/h3>\n\n<p>We have Premium Extensions for 20+ CRMs.<a href=\"https:\/\/www.crmperks.com\/plugin-category\/woocommerce-plugins\/?utm_source=wordpress&amp;utm_medium=directory&amp;utm_campaign=salesforce_readme\">View All CRM Extensions<\/a><\/p>\n\n<!--section=faq-->\n<dl>\n<dt id=\"where%20can%20i%20get%20support%3F\"><h3>Where can I get support?<\/h3><\/dt>\n<dd><p>Our team provides free support at <a href=\"https:\/\/www.crmperks.com\/contact-us\/\">https:\/\/www.crmperks.com\/contact-us\/<\/a>.<\/p><\/dd>\n<dt id=\"woocommerce%20integration%20with%20salesforce\"><h3>WooCommerce Integration with Salesforce<\/h3><\/dt>\n<dd><ul>\n<li>First Connect your Salesforce account to WooCommerce.<\/li>\n<li>Go to Salesforce feeds and Create a feed, select Object then map salesforce fields to WooCommerce fields.<\/li>\n<li>All New WooCommerce Orders will be automatically sent to your Salesforce account.<\/li>\n<li>You can Open any Order then click \"Send to Salesforce\" button.<\/li>\n<\/ul><\/dd>\n<dt id=\"woocommerce%20salesforce\"><h3>Woocommerce salesforce<\/h3><\/dt>\n<dd><p>Woocommerce is a free wordpress plugin, When someone places Order via Woocommerce, you can send this data to Salesforce with this free WooCommerce Salesforce plugin.<\/p><\/dd>\n<dt id=\"woocommerce%20salesforce%20connector\"><h3>Woocommerce Salesforce connector<\/h3><\/dt>\n<dd><ul>\n<li>You can easily connect Salesforce to Woocommerce with free WooCommerce Salesforce plugin.<\/li>\n<li>Simply Connect your Salesforce account first.<\/li>\n<li>Create Salesforce feed then map fields.<\/li>\n<li>All new Orders will be automatically sent to Salesforce.<\/li>\n<\/ul><\/dd>\n\n<\/dl>\n\n<!--section=changelog-->\n<h4>1.7.9<\/h4>\n\n<ul>\n<li>added \"product tags and brand name\" fields.<\/li>\n<li>fixed \"updating OpportunityContactRole\" issue.<\/li>\n<\/ul>\n\n<h4>1.7.8<\/h4>\n\n<ul>\n<li>fixed \"multiple Woo fields to single picklist field\" issue.<\/li>\n<\/ul>\n\n<h4>1.7.7<\/h4>\n\n<ul>\n<li>fixed \"multiple file links issue with Notes\".<\/li>\n<\/ul>\n\n<h4>1.7.6<\/h4>\n\n<ul>\n<li>fixed \"CSRF issue with logs page\".<\/li>\n<li>fixed \"open redirect issue with state parameter\".<\/li>\n<\/ul>\n\n<h4>1.7.5<\/h4>\n\n<ul>\n<li>fixed \"custom fields issue with products feed\".<\/li>\n<li>fixed \"update custom line fields with PATCH\" issue.<\/li>\n<\/ul>\n\n<h4>1.7.4<\/h4>\n\n<ul>\n<li>added \"phone and product ID\" fields.<\/li>\n<\/ul>\n\n<h4>1.7.3<\/h4>\n\n<ul>\n<li>fixed \"misspells in logs\" issue.<\/li>\n<\/ul>\n\n<h4>1.7.2<\/h4>\n\n<ul>\n<li>fixed \"product meta fields empty with bulk sync\" issue.<\/li>\n<\/ul>\n\n<h4>1.7.1<\/h4>\n\n<ul>\n<li>fixed \"order line items\" issue.<\/li>\n<\/ul>\n\n<h4>1.7.0<\/h4>\n\n<ul>\n<li>fixed \"custom primary key datetime\" issue.<\/li>\n<\/ul>\n\n<h4>1.6.9<\/h4>\n\n<ul>\n<li>fixed \"order fee empty\" issue.<\/li>\n<\/ul>\n\n<h4>1.6.8<\/h4>\n\n<ul>\n<li>fixed \"custom primary key\" issue.<\/li>\n<\/ul>\n\n<h4>1.6.7<\/h4>\n\n<ul>\n<li>added \"custom primary key\" feature.<\/li>\n<\/ul>\n\n<h4>1.6.6<\/h4>\n\n<ul>\n<li>fixed \"line item update\" issue.<\/li>\n<\/ul>\n\n<h4>1.6.5<\/h4>\n\n<ul>\n<li>fixed \"line item tax\" issue.<\/li>\n<li>compatible with Woo HPOS feature.<\/li>\n<\/ul>\n\n<h4>1.6.4<\/h4>\n\n<ul>\n<li>added \"line item cost + tax\" feature.<\/li>\n<\/ul>\n\n<h4>1.6.3<\/h4>\n\n<ul>\n<li>fixed \"duplicate error\" issue.<\/li>\n<li>fixed \"woo products quick edit\" issue.<\/li>\n<\/ul>\n\n<h4>1.6.2<\/h4>\n\n<ul>\n<li>fixed \"salesforce date field timezone\" issue.<\/li>\n<\/ul>\n\n<h4>1.6.1<\/h4>\n\n<ul>\n<li>added filter for adding primary key fields.<\/li>\n<\/ul>\n\n<h4>1.6.0<\/h4>\n\n<ul>\n<li>fixed \"trim search term\" issue.<\/li>\n<\/ul>\n\n<h4>1.5.9<\/h4>\n\n<ul>\n<li>added \"auto trim lengtly fields\" feature.<\/li>\n<\/ul>\n\n<h4>1.5.8<\/h4>\n\n<ul>\n<li>fixed \"connection lost\" issue.<\/li>\n<\/ul>\n\n<h4>1.5.7<\/h4>\n\n<ul>\n<li>fixed \"missing Order fields\" issue.<\/li>\n<\/ul>\n\n<h4>1.5.6<\/h4>\n\n<ul>\n<li>fixed \"updating product price\" issue.<\/li>\n<\/ul>\n\n<h4>1.5.5<\/h4>\n\n<ul>\n<li>added \"refund reason\" field.<\/li>\n<\/ul>\n\n<h4>1.5.4<\/h4>\n\n<ul>\n<li>fixed php8 issues.<\/li>\n<\/ul>\n\n<h4>1.5.3<\/h4>\n\n<ul>\n<li>fixed update_profile hook.<\/li>\n<\/ul>\n\n<h4>1.5.2<\/h4>\n\n<ul>\n<li>added campaign ID field.<\/li>\n<\/ul>\n\n<h4>1.5.1<\/h4>\n\n<ul>\n<li>fixed \"disable_rules\" error.<\/li>\n<\/ul>\n\n<h4>1.5.0<\/h4>\n\n<ul>\n<li>added \"shpping as line item\" feature<\/li>\n<li>fixed shipping fields<\/li>\n<li>fixed variation sku field.<\/li>\n<\/ul>\n\n<h4>1.4.9<\/h4>\n\n<ul>\n<li>fixed \"test connection\" button<\/li>\n<li>fixed \"custom filter\" feature for products feed<\/li>\n<\/ul>\n\n<h4>1.4.8<\/h4>\n\n<ul>\n<li>added product_cats and order notes fields.<\/li>\n<li>added user_caps field.<\/li>\n<\/ul>\n\n<h4>1.4.7<\/h4>\n\n<ul>\n<li>fixed timezone issue in date_created field.<\/li>\n<li>fixed optin filters feature.<\/li>\n<\/ul>\n\n<h4>1.4.6<\/h4>\n\n<ul>\n<li>fixed \"hidden connection notice\" issue<\/li>\n<\/ul>\n\n<h4>1.4.5<\/h4>\n\n<ul>\n<li>fixed \"double saving same feed\" issue.<\/li>\n<li>fixed file_get_contents function for files.<\/li>\n<li>fixed \"trigger feed events\".<\/li>\n<li>added separate note title feature.<\/li>\n<\/ul>\n\n<h4>1.4.4<\/h4>\n\n<ul>\n<li>fixed \"self::$order is undefined\".<\/li>\n<\/ul>\n\n<h4>1.4.3<\/h4>\n\n<ul>\n<li>fixed \"No fields in feed\" error.<\/li>\n<\/ul>\n\n<h4>1.4.2<\/h4>\n\n<ul>\n<li>added name and email as Primary key.<\/li>\n<li>fixed entities issue in multi-picklist value.<\/li>\n<\/ul>\n\n<h4>1.4.1<\/h4>\n\n<ul>\n<li>fixed get objects list.<\/li>\n<\/ul>\n\n<h4>1.4<\/h4>\n\n<ul>\n<li>added products and user Sync Support.<\/li>\n<li>added Saleforce Sandbox support.<\/li>\n<\/ul>\n\n<h4>1.0<\/h4>\n\n<ul>\n<li>Initial release.<\/li>\n<\/ul>","raw_excerpt":"WooCommerce Salesforce Plugin allows you to quickly integrate WooCommerce Orders with Salesforce 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