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Salesforce WordPress Sync

WordPress Plugin

by Adam Vauthier (Portfolio) · github.com/adamvauthiertl/wp-saleforce-object-sync · website

★ 0stars

Install

Download source zip No release zip yet

This is the repository archive. It installs, but the folder name will carry the branch suffix and updates will not flow.

Install straight from GitHub with WP-CLI:

wp plugin install https://github.com/adamvauthiertl/wp-saleforce-object-sync/archive/refs/heads/main.zip
No built-in updater. New versions won't appear under Dashboard → Updates. Install new releases yourself, or let Git Updater track the repository.
Readme github.com/adamvauthiertl/wp-saleforce-object-sync ↗

Salesforce → WordPress Sync (Portfolio Sample)

This WordPress plugin demonstrates a practical pattern for syncing Salesforce records into WordPress Custom Post Types and Advanced Custom Fields (ACF). It supports scheduled incremental sync, manual sync triggers, and basic logging.

Notes

  • This repo is intended as a public portfolio sample. It contains no credentials.
  • Salesforce object/field API names in this repo are examples and should be adapted to your org.

Highlights

  • Hourly WP-Cron sync (incremental)
  • Manual incremental + full sync from wp-admin
  • SOQL query builder with optional filters
  • Field mapping layer to ACF fields
  • Simple logging to a custom database table

Requirements

  • WordPress 5.0+
  • PHP 7.4+
  • Advanced Custom Fields (ACF)
  • A target WordPress CPT registered (example: agency)
  • Salesforce Connected App credentials

For security, you can store credentials outside the database by defining constants in wp-config.php:

define('SFWP_CONSUMER_KEY', 'YOUR_CONNECTED_APP_CONSUMER_KEY');
define('SFWP_CONSUMER_SECRET', 'YOUR_CONNECTED_APP_CONSUMER_SECRET');
define('SFWP_USERNAME', 'your-salesforce-username');
define('SFWP_PASSWORD', 'your-salesforce-password');
define('SFWP_SECURITY_TOKEN', 'your-security-token'); // optional
define('SFWP_IS_SANDBOX', false); // true for sandbox (test.salesforce.com)

If these constants are defined, the plugin will prefer them over values saved in wp-admin.

Installation

  1. Copy this plugin folder to:
    • /wp-content/plugins/salesforce-wp-sync/
  2. Activate: Plugins → Salesforce WordPress Sync
  3. Configure: SF Sync (menu in wp-admin)
  4. Click Run Sync Now (Incremental) to test.

Salesforce setup (Connected App)

Create a Connected App with OAuth enabled and capture the Consumer Key and Consumer Secret. This plugin uses the username/password OAuth flow for simplicity in a server-side sync job.

Configuration

Settings live in SF Sync:

  • Object name (default: Account — change to your custom object API name)
  • Optional filters:
    • Record Type name
    • Federation agency field filter (example)
  • “Delete removed records” option to clean up posts that no longer exist or no longer match filters

Field mapping

Field mapping is defined in:

  • includes/class-salesforce-api.php (SOQL fields)
  • includes/class-field-mapper.php (Salesforce → ACF field names)

Adapt the field list and mappings to match your Salesforce schema and ACF field keys/names.

License

GPL-2.0-or-later

Developer hooks

You can customize behavior without editing core plugin files:

  • sfwp_soql_fields — adjust the SOQL field list
  • sfwp_where_conditions — adjust WHERE conditions (filters)
  • sfwp_mapped_fields — adjust mapped ACF fields per record
  • sfwp_field_mapping — customize the mapping shown on the settings page