• Resolved itsupport5589

    (@itsupport5589)


    Hi,

    We have for real estate wp theme (https://themeforest.net/item/properta-real-estate-wordpress-theme/5382388?_ga=2.45038884.1092323846.1523340993-11 1322184.1523340993) in which we are manging property list, we have recently subcribe to salesforce, with property base real easte crm software, where we wanted to update property listing and should get updated in WordPress Property List Module

    Currently we are updating property listing from Backend WordPress through admin, I found Object Sync for Salesforce, does it really going to help us for

    1) Whenever we update salesforce property listing, same should be updated on WP Site.

    2) All agent should be updated with agent module available wp theme and same property listing to be shown by agent.

    3) All Leads arrives through CF7 should be updated into Leads of salesforce.

    Can I test with https.

    Looking for your valuable support at the earliest.

    -Thanks,
    Sam.

    The page I need help with: [log in to see the link]

Viewing 15 replies - 1 through 15 (of 29 total)
  • Plugin Author Jonathan Stegall

    (@jonathanstegall)

    First, if you have a Property List item that is stored in WordPress, you can certainly sync its data with WordPress via this plugin, but how much extra work you’d need to do depends on how much your methods differ from default WordPress post type methods. It’s possible you would need to use developer hooks in this plugin, for example, especially if the data is not stored in the default wp_posts and wp_postmeta tables. There’s a lot of documentation about our developer hooks here: https://github.com/MinnPost/object-sync-for-salesforce/blob/master/docs/all-developer-hooks.md.

    Second, Object Sync for Salesforce does not display anything in the theme directly; displaying data (once you have it in WordPress) would be up to you as a theme developer. Certainly it is possible once you have it in WordPress.

    Third, if you would like to sync CF7 entries to SF Leads using this plugin, you might find it easier to use a plugin that is specifically built for syncing CF7 with Salesforce. For example, you could consider this plugin: https://codecanyon.net/item/contact-form-7-salesforce-crm-integration/20100042. Object Sync for Salesforce could possibly do it as well, but you’d have to find a method for storing the CF7 entries in WordPress as it does not do that by default.

    Thread Starter itsupport5589

    (@itsupport5589)

    Thanks for your reply.

    Can I test without https, since my website is under development stage.

    Plugin Author Jonathan Stegall

    (@jonathanstegall)

    No. But you can set up local https for free, or use Let’s Encrypt which is free. There are many tutorials about this.

    Thread Starter itsupport5589

    (@itsupport5589)

    Im Sorry to ask you, how can i install HTTPS for Free in local.

    Plugin Author Jonathan Stegall

    (@jonathanstegall)

    I’m sure there are lots of ways. This is not something we provide support for. But for myself, I use Laravel Valet. https://laravel.com/docs/5.6/valet

    Thread Starter itsupport5589

    (@itsupport5589)

    Hi, I have managed to setup SSL on our website.

    I created Connected APP and copied Consumer Key & Consumre Secret, given callback url https://mywebsite/wp-admin/options-general.php?page=object-sync-salesforce-admin&tab=authorize and Login Base URL : https://myclient.my.salesforce.com, after i save and authorize, its moving back same authorize page, nothing happening. Any additional steps required?

    Thread Starter itsupport5589

    (@itsupport5589)

    It worked thanks, finally.

    I would like to push records from PBA Property Listing Salesforce to Property List Page in WordPress Realia Propertia Theme where poperty listing stores in WordPress, I have mapped the fields selecting Salesforce to wordpress in Action, I have created two field mapping for Modified and newly Created.

    upon creation any records in salesforce, same not reflecting into wordpress propoerty listing

    Plugin Author Jonathan Stegall

    (@jonathanstegall)

    Do you have error logs from the plugin, either in WordPress or in PHP errors for the server? My expectation is that you’ll have to write some custom plugins with the developer hooks, but I don’t know enough without knowing if there are errors.

    Thread Starter itsupport5589

    (@itsupport5589)

    I get no error, secondly where do i see logs files

    Plugin Author Jonathan Stegall

    (@jonathanstegall)

    The plugin creates a Log content type, and if there are errors it is aware of, it stores them there. The plugin has a Logging tab on the settings; make sure logging is enabled, of course.

    As for PHP errors, it depends on your web server, but every server stores errors somewhere.

    Thread Starter itsupport5589

    (@itsupport5589)

    Im Still not able to get the records from salesforce to wordpress.
    How can i diagnose the issue, do i need to create trigger or action on salesforce to do that or else your plugin will manage to take care of any new or modified records in salesforce.

    Is there any otherways to diagnose the issues.

    Thread Starter itsupport5589

    (@itsupport5589)

    When i see the Phpmyadmin, Table: wp_object_sync_sf_object_map

    i get “Mapping object updated via function: salesforce_pull_process_records”

    is that means its pulling successfully.

    Thread Starter itsupport5589

    (@itsupport5589)

    I think the records are been created but unable to view.
    I can find the records 10 in salesforce, when i go to wordpress can i see the list shows (10), unable to view the records.

    How can i make them to show.

    Plugin Author Jonathan Stegall

    (@jonathanstegall)

    Yes, it sounds like these are successful. Viewing them is not up to this plugin; all it does is store the data for you. Does that make sense?

    Thread Starter itsupport5589

    (@itsupport5589)

    Ok Fine thats resolved and now its showing in listing automatically.
    But its saving as draft, i need to go to record and publish.
    Currently I have linked

    salesforce property fields to wp property fields, saves records as draft.
    User Agent Fields to WP Agent Fields, saved records as draft.

    Is there anything i require to do to save the records automatically.

    I would like to link chat records to go into leads, is there any recommend chat application.

    Thanks again,
    Sam.

Viewing 15 replies - 1 through 15 (of 29 total)
  • The topic ‘Salesforce to WordPress Integration’ is closed to new replies.