Synchronization of pdfs and other files

  • Resolved tomottent

    (@tomottent)


    2 years, 5 months ago

    Hi,
    We upload images of contracts and other documents for each user to salesforce, is there a feature that allows them to be stored on the wordpress side as well?
    Also, a user uploads an application file in wordpress, is there a function to synchronize and upload it to the salesforce side as well?

    WordPress Objects set to “attachment
    I set up a fieldmap with a Salesforce Object set to “OwnedContentDocument” or “AttachedContentDocument”, but I get a “Message: sObject type AttachedContentDocument is not replicable” and it was not saved in the media library.

    Thanks.

    • This topic was modified 2 years, 5 months ago by tomottent.
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  • Plugin Author Jonathan Stegall

    (@jonathanstegall)

    There’s a similar question/response about images here. This plugin is designed to sync data about objects, so uploading actual files with it hasn’t really been a thing I’ve built into it. I think it’s probably doable, and it is definitely doable with this plugin’s developer hooks, but it just hasn’t been in scope to add it to the plugin’s core functionality. I’d definitely accept a pull request to add it.

    Thread Starter tomottent

    (@tomottent)

    Thanks for the reply.
    I will try to customize it with the developer hooks.
    Also, one more question.
    I was able to successfully synchronize the lead object and the user managed by Ultimate Member.
    However, I am not able to map the picklist added to the Salesforce object.
    I would like to synchronize the picklist itself, not the data selected in the picklist.
    Is this feasible?
    Is it only object synchronization?

    Thank you

    Plugin Author Jonathan Stegall

    (@jonathanstegall)

    I’m going to mark this one as resolved, but I will try to answer your other question as well.

    The only way this plugin is built to sync data is if it can be stored in a Salesforce object and a WordPress object, and the plugin is able to write data to both. So if the picklist itself is stored in a Salesforce object somewhere, and can also be stored in a WordPress object, sure, I don’t see why not. I’m not aware of how to access that data in that manner, but if you are, I’d say give it a try.

Viewing 3 replies - 1 through 3 (of 3 total)
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