How to Connect Salesforce to WordPress

#Overview

In this guide, you will learn how to install WP Fusion and set up a direct connection to integrate your WordPress website with your Salesforce account.

To get started install and activate the WP Fusion plugin, then navigate to Settings » WP Fusion.

From the ‘Select Your CRM’ list choose ‘Salesforce’.

Click ‘Authorize with Salesforce’ and generate access and refresh tokens for your website.

Allow WP Fusion (OAuth).

Once the connection is completed, click Save Changes below to save the changes.

That’s it! Your site is connected, and new WordPress users and customers will automatically be synced with Salesforce in real time.

• For exporting historical data from before you installed WP Fusion, check out the Exporting Data guide.
• For mapping and syncing additional custom fields with Salesforce , see the Syncing Contact Fields guide.
• For using Salesforce topics (or tags) to track activity in WordPress and personalize the user experience, check out the Working with Tags and Restricting Access to Content guides.

Important: Complete the app installation in Salesforce.

WP Fusion is now connected to Salesforce, but the access will expire when your refresh token expires.

To prevent the refresh token from expiring, go to Salesforce and navigate to Setup » Connected Apps OAuth Usage and click Install next to WP Fusion.

#Refresh Token Policy

By default WP Fusion is installed with an indefinite refresh token.

However, we have seen some Salesforce apps with different security policies that cause the WP Fusion app to get installed with a temporary refresh token.

That means that when the refresh token expires, you’ll need to click the Reauthorize With Salesforce link again.

To fix this, head to Settings » Connected Apps » WP Fusion and make sure the Refresh Token Policy is set to Refresh token is valid until revoked.

#Connected sessions limit

Note: Salesforce limits the total number of connected apps to four per a single user account. If you add a fifth WP Fusion site, then the oldest connected site will lose its refresh token, and the API connection will break.

You can monitor this by going to the Connected App User’s Usage page in the Salesforce admin, and then clicking the number in the User Count column in the WP Fusion (OAuth) row to see the users who have authorized that app.

Then you can click on an individual user’s email address to access their Advanced User Details page.

Under OAuth Apps you will see the total number of apps installed.

In the screenshot above, WP Fusion has been installed four times by that user, so if it is installed on a fifth site, the oldest refresh token from 4/4/2024 would be revoked, and that site would be disconnected.

(The Use Count counts the number of times the access token has been refreshed, and doesn’t contribute to the connected sessions limit).

If you need to use WP Fusion on more than four sites connected to the same Salesforce account, we recommend creating a new admin user and using that user for the initial OAuth authorization.

#Tags with Salesforce

WP Fusion gives you a few options for segmenting your Salesforce contact records— topics, tags, and picklist values. For more information see our tutorial on Tags with Salesforce.

#Object type

By default WP Fusion interfaces with the Contacts object in Salesforce. This can be changed by clicking the Object Type dropdown on the setup tab.

After changing the object type you should click Refresh Available Topics & Fields to load the fields for the new object type.

#Record type

Salesforce supports using record types to further segment contacts (or other objects) within your organization. Here you can select a record type for new contacts created by WP Fusion.

If you’ve just created a new record type in Salesforce, click the blue Refresh Available Topics and Fields button and reload the page to load the updated record types.

After changing the Object Type, click Refresh Available Topics and Fields and save the settings to load the available record types for that object.

#Webhooks / Outbound Messages

Using outbound messages in Salesforce flows, you can automatically sync topic (tag) changes and contact updates from Salesforce back to WordPress. You can even import new users based on HighLevel contacts.

For more information, see the documentation on Salesforce Webhooks.

#Enhanced Ecommerce

WP Fusion’s Enhanced Ecommerce Addon (available for Plus and Professional license holders) supports sending ecommerce transaction data as Orders to your Salesforce account for sales made in WooCommerce and other popular ecommerce plugins.

For more information, see the documentation on Salesforce Enhanced Ecommerce.