Salesforce Outbound Messages

Overview

You can use workflow rules and outbound messages in Salesforce to send data back to your WordPress site using WP Fusion. Using outbound messages you can create new users on your WordPress site based on conditions in Salesforce, or update existing users’ meta data and tags.

Having trouble receiving webhooks? Check out our troubleshooting guide.

Getting started

First create a Workflow in Salesforce by navigating to Setup » Process Automation » Workflow Rules.

Under Rule Criteria, specify which conditions should trigger the rule. In this example we’ve created a custom checkbox on the contact record called Sync with WordPress. This Workflow will trigger whenever a contact record is added or modified and the checkbox has been checked.

Next, under Workflow Actions, and an action of type Outbound Message.

For the Endpoint URL put the URL to your site, following the formats described below. In this example we’re using the “add” method. Save and activate your workflow.

Now when a contact is created or modified and the “Sync with WordPress” checkbox is checked, a new WordPress user will be created based on the contact record. If a WordPress user already exists, it will be updated with the latest data from Salesforce.

There are a few options for the webhook URL:

 

To update a user’s tags

To update an existing WordPress user’s tags from the contact record, the URL for the webhook should look like the following:

http://mydomain.com/?wpf_action=update_tags&access_key=YOURACCESSKEY

To update a user’s tags and meta data

To update a user’s tags and pull any new meta data from Salesforce for that contact, the URL for the webhook should look like the following:

http://mydomain.com/?wpf_action=update&access_key=YOURACCESSKEY

Create a new user

To create a new user, use the following URL:

http://mydomain.com/?wpf_action=add&access_key=YOURACCESSKEY

You can also specify additional parameters in user creation. For example, to send the user a welcome email containing a link to log in on your site, use the following:

http://mydomain.com/?wpf_action=add&access_key=YOURACCESSKEY&send_notification=true

You can also specify a specific user role to be assigned to the new user. For example, to set the new user to the “customer” role, use the following:

http://mydomain.com/?wpf_action=add&access_key=YOURACCESSKEY&role=customer

Note that you have to have registered a “customer” role on your site for this to work. By default users will be assigned the role of “subscriber”.

The add method will update a user if an existing user already exists. It will not create a duplicate user.

Note: By default, user accounts will be created with their email address as the username and a randomly generated password. However, if you have created a custom username field and password field in Salesforce, and enabled these fields in WP Fusion for sync with user_login and user_pass on your website, the new users will be given the usernames and passwords stored in their Salesforce contact record.

User passwords

New user accounts will be created with an automatically generated password. If you’d like to use this password in your email marketing, you can send the password back to Salesforce after it has been generated.

In the Webhooks section of the General settings tab, check the box for Return Password, and select a field in Salesforce where the password should be stored.

After a new user is created, their automatically generated password will now be saved back to their contact record, and you can use a merge field to include it in an email. The username will be the contact’s email address.