Aprašymas
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)
- Syncs billing customer to Salesforce on order completion
- Sends first name, last name, email address, and phone number
- OAuth2 client-credentials authentication with token caching
- Test-connection button to verify your Salesforce credentials
- Clean uninstall — removes all plugin data on deletion
Pro version
The Pro version adds:
- Full order sync — order number, date, total, and line items
- The Events Calendar support — per-ticket attendee names, emails, and linked event data
- Retry queue — failed syncs are automatically retried hourly
- Manual sync by order ID
- Admin notice when orders fail to sync
Requirements
- WordPress 6.0+
- WooCommerce 7.0+
- A Salesforce Connected App with OAuth2 client-credentials flow enabled
- An Apex REST endpoint in your org to receive the payload
Diegimas
- Upload the
blloyddev-customer-sync-for-salesforcefolder to/wp-content/plugins/, or install via Plugins > Add New. - Activate the plugin.
- Go to Settings > Salesforce Sync and enter your Salesforce Instance URL, Client ID, and Client Secret.
- Click Test Salesforce Connection to verify.
DUK
-
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?
-
- In Salesforce Setup, go to App Manager > New Connected App.
- Enable OAuth Settings and add the
Full access (full)scope (or more restrictive as needed). - Under OAuth Policies, enable Client Credentials Flow and assign a Run-As user.
- 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_LOGis 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.
Atsiliepimai
Įskiepis neturi atsiliepimų.
Programuotojai ir komandos nariai
“blloyddev Customer Sync for Salesforce” yra atviro kodo programa. Prie jos sukūrimo prisidėję žmonės surašyti toliau.
Autoriai
Išverskite “blloyddev Customer Sync for Salesforce” į savo kalbą.
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Pakeitimų istorija
1.0.0
- Initial release.