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blloyddev Customer Sync for Salesforce

开发者 blloyddev
更新时间 2026年5月6日 21:28
PHP版本: 7.4 及以上
WordPress版本: 6.9
版权: GPLv2 or later
版权网址: 版权信息

标签

sync crm contacts orders salesforce

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详情介绍:

blloyddev Customer Sync for Salesforce 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. What's included (free) Pro version The Pro version adds: Requirements

安装:

  1. Upload the blloyddev-customer-sync-for-salesforce folder to /wp-content/plugins/, or install via Plugins > Add New.
  2. Activate the plugin.
  3. Go to Settings > Salesforce Sync and enter your Salesforce Instance URL, Client ID, and Client Secret.
  4. Click Test Salesforce Connection to verify.

升级注意事项:

1.0.0 Initial release.

常见问题:

What data is sent to Salesforce?

The customer's billing first name, last name, email address, and phone number. No order totals, payment details, or line items are sent in the free version.

What does the payload look like?

json { "firstName": "Jane", "lastName": "Smith", "email": "jane@example.com", "phone": "07700900000" }

How do I set up the Salesforce Connected App?

  1. In Salesforce Setup, go to App Manager > New Connected App.
  2. Enable OAuth Settings and add the Full access (full) scope (or more restrictive as needed).
  3. Under OAuth Policies, enable Client Credentials Flow and assign a Run-As user.
  4. Copy the Consumer Key (Client ID) and Consumer Secret into the plugin settings.

What happens if a sync fails?

The error is written to your server error log when WP_DEBUG_LOG is enabled. For automatic retry and an admin UI for failed syncs, upgrade to Pro.

Does this store sensitive data?

The Client ID and Client Secret are stored in the WordPress options table. The access token is cached as a transient and expires automatically. All plugin data is removed when the plugin is deleted.

更新日志:

1.0.0