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manifest / users / custom-dashboard-for-admins-with-membership-via-salesforce

108 User Dashboard

Simple Dashboard Template for User/Members

by 108Ideas · github.com/sanjaynegi88/custom-dashboard-for-admins-with-membership-via-salesforce

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Install

No release zip yet. The repository archive installs, but the folder name will carry the branch suffix and updates will not flow:

wp plugin install https://github.com/sanjaynegi88/custom-dashboard-for-admins-with-membership-via-salesforce/archive/refs/heads/main.zip
Readme github.com/sanjaynegi88/custom-dashboard-for-admins-with-membership-via-salesforce ↗

A powerful WordPress membership management solution that provides custom admin dashboards integrated with Salesforce for centralized member management, CRM synchronization, automation workflows, and role-based access control.

This plugin connects WordPress membership systems with Salesforce using REST APIs to automate member onboarding, account synchronization, subscriptions, permissions, and administrative workflows.

use shortcode [user_dashboard]

image

Features

  • Custom WordPress admin dashboard
  • Salesforce membership integration
  • Real-time member synchronization
  • Membership role management
  • Salesforce CRM connectivity
  • Custom dashboard widgets
  • User activity tracking
  • Membership renewal automation
  • Restricted content management
  • Advanced reporting dashboards
  • WooCommerce membership support
  • Gravity Forms integration
  • Role-based access control
  • Secure API architecture

Salesforce Integration Features

  • Sync WordPress users to Salesforce
  • Import Salesforce member data
  • Membership status synchronization
  • Salesforce custom object support
  • Contact and account synchronization
  • Membership renewal tracking
  • Subscription workflow automation
  • API-based real-time updates

Requirements

  • WordPress 6.0+
  • PHP 7.4+
  • Salesforce Connected App
  • Salesforce API access enabled
  • SSL-enabled website recommended

Installation

  1. Upload the plugin ZIP file
  2. Activate the plugin
  3. Configure Salesforce credentials
  4. Set membership synchronization settings

Salesforce Setup

Step 1 — Create Connected App

  1. Login to Salesforce

  2. Navigate to:

    Setup → App Manager → New Connected App

  3. Enable OAuth Settings

  4. Configure API permissions

  5. Save and generate credentials

Step 2 — Obtain Credentials

Copy the following credentials:

  • Consumer Key
  • Consumer Secret
  • Security Token
  • Salesforce Username
  • Salesforce Password

Plugin Configuration

Navigate to:

Dashboard → Salesforce Membership Settings

Configure:

  • Salesforce Login URL
  • Consumer Key
  • Consumer Secret
  • API Version
  • Membership Object Mapping
  • User Role Synchronization
  • Dashboard Permissions

Membership Features

Member Synchronization

Automatically sync:

  • User accounts
  • Membership status
  • Subscription plans
  • Roles and permissions
  • Contact information
  • Billing details

Dashboard Modules

Custom dashboard widgets include:

  • Active Members
  • Expiring Memberships
  • Revenue Reports
  • Salesforce Sync Logs
  • User Activity
  • Membership Analytics
  • Lead Tracking
  • Subscription Reports

Admin Dashboard Features

  • Clean custom admin UI
  • Membership analytics
  • Real-time CRM sync status
  • User management tools
  • Quick action panels
  • Salesforce activity logs
  • Member onboarding dashboard

User Role Management

Supports:

  • Administrators
  • Membership Managers
  • Staff Roles
  • Subscribers
  • Custom Membership Roles

API Example

Send Member Data to Salesforce

{
  "FirstName": "John",
  "LastName": "Doe",
  "Email": "john@example.com",
  "Membership_Status__c": "Active"
}

WooCommerce Integration

Supports:

  • Membership product purchases
  • Subscription renewals
  • Payment synchronization
  • Customer CRM updates
  • Automated member activation

Gravity Forms Integration

Automatically create or update Salesforce records from Gravity Forms submissions.

Supported workflows:

  • Member applications
  • Registration forms
  • Event registrations
  • Renewal requests

Security

  • OAuth 2.0 authentication
  • Secure token handling
  • Role-based permissions
  • Sanitized API requests
  • WordPress nonce validation

Automation Features

  • Scheduled synchronization
  • Auto-renewal workflows
  • Membership expiration reminders
  • CRM workflow automation
  • User onboarding automation
  • Webhook support

Reporting & Analytics

Generate reports for:

  • Active memberships
  • Membership growth
  • Renewal trends
  • Revenue tracking
  • CRM sync history
  • User engagement

Hooks & Filters

Before Salesforce Sync

do_action('sf_membership_before_sync', $user_data);

After Member Sync

do_action('sf_membership_after_sync', $response);

Modify Membership Data

apply_filters('sf_membership_data', $data);

Use Cases

  • Membership organizations
  • Professional associations
  • Educational institutions
  • Subscription platforms
  • Certification programs
  • Nonprofit organizations
  • Corporate member portals

Future Improvements

  • AI-powered membership analytics
  • Mobile dashboard support
  • Single Sign-On (SSO)
  • Salesforce Marketing Cloud integration
  • AI chatbot assistant
  • Multi-site membership support
  • Advanced workflow automation

Troubleshooting

Salesforce Authentication Failed

  • Verify Consumer Key & Secret
  • Confirm API permissions
  • Check Security Token
  • Verify Connected App settings

Membership Sync Issues

  • Verify field mappings
  • Check WordPress user roles
  • Review API logs
  • Confirm Salesforce object permissions

License

Licensed under GPL v2 or later.

Author

Built for enterprise membership management, Salesforce CRM synchronization, and advanced WordPress admin dashboard workflows.