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WordPress WooCommerce Salesforce Connector

WordPress WooCommerce Salesforce Connector

WordPress WooCommerce Salesforce Connector: This magnificent extension is integration between WooCommerce and Salesforce platform. It is the next generation extension enhancing the features of e-commerce and CRM. WooCommerce content is being synchronized with Salesforce to give a brand new picture to the concept of B2B and B2C deals, synchronization of Users, Bi-directional synchronization for Categories & Products with Real time orders sync are available. The idea behind the concept is to increase data integrity, maintain proper inventory of stock, real time order generation, provide a brilliant customer care services and much more.

Features

  • It gives the concept of “Service-first” approach.
  • Acts as a bridge between WooCommerce and Salesforce.
  • Lightning features supported and provide you an interactive design with a brilliant user interface.
  • Can process bulk amount of data from WooCommerce to Salesforce and vice-versa.
  • Option to sync WooCommerce users as Business or Person account.
  • Option to enable or disable Real Time Order synchronization.
  • It gathers and analyzes customers, products, and their data in user account at Salesforce end.
  • Automatic synchronization of orders from e-commerce to Salesforce at checkout.
  • Can create targeted customer segments directly in Salesforce by using data from WooCommerce.
  • Cloud computing service is used for enabling a global network to the shared pool.
  • Backend feature consists of Global settings, User field page, Product, Category, Orders, and Synchronization.
  • Manual synchronization of Salesforce products, Orders to WooCommerce store.
  • Admin can dynamically update/delete WSDL file.

For more details about Plans with features & Pricing: Click here

Pre-Configuration settings

Once you install “eShopSync For WooCommerce” from appexchange. Go through the links mentioned below to update the required settings.

Update Field Accessibility: Learn to update field accessibility

Generate WSDL file: How to generate WSDL file from Salesforce

If you want to avail Salesforce Lightning experience, you need to register your domain first.

Domain RegistartionHow to Register Domain in Salesforce

How to Configure

WWS Connector Configuration

Go to WWS Connector  | Settings as shown below in snapshot.
settings

For Business Account or Business Account With Field Mapping Connector settings page :

Go through the screen shot to configure the connector properly.

For Person Account or Person Account With Field mapping Connector  settings page:

Go through the screen shot to configure the connector properly.
Click “Synchronize Categories” to import, export and synchronize categories as shown below in snapshot.

Click “Synchronize Products” to import, export and synchronize products as shown below in snapshot.

Click  “Synchronize Users” to synchronize the users as shown below in snapshot.

Click “Synchronize Orders” to synchronize the orders as shown below in snapshot.

Woocommerce Salesforce Classic view

Getting Started Page View
View of Categories list page
View of Products list page
View of Customers list page
View of Orders list page
View of Documents list page

Woocommerce Salesforce Lightning view

First, you need to register your domain prior exploring it in Lightning view. Click here to get the configuration steps “ How to register your domain in Salesforce”.
Once you get registered, then you need to verify the WooCommerce related  tabs should default on. Follow the steps mentioned below for further configuration steps.
1. Go to Setup | Manage Users | Profiles | Select the concerned Profile
2. Under Custom Tab settings, verify the eShopSync for WooCommerce Tabs should default on.
If they aren’t, click on “ Edit “ and select default on from the drop-down for all the corresponding tabs and click Save.

3. Click on your name, from the drop down, Select “ Switch to Lightning Experience
View of Products list page

View of Categories list page

View of Orders list page

View of Customers list page

View of Documents list page

WooCommerce Salesforce1 Mobile Configuration

1. From the Setup | Mobile Administration | Salesforce1 Navigation
2. And the eShopSync for WooCommerce related tabs from available list to selected list and click Save

Frequently Asked Questions

Question: What is the best way to test purchased connector file?

Answer: Data integrity is the main area of concern, we would recommend to install and test the connector sync features in Development site first by establishing the connection with Salesforce Sandbox. Upon successful testing, you may proceed to install the connector in Live site and Salesforce Production environment.

Question: What are the benefits of purchasing the connector along with Installation fees?

Answer: Purchasing connector along with Installation fees, just brings you into a comfort zone where you just need to share required details to initiate the installation process. Our concerned team will effectively proceed with the installation process as soon we get complete details.

Your trust and satisfaction is highly important to us so your data will be completely secured.

Question: What will be covered under Installation fees?

Answer: We will install and setup Connector at WooCommerce end and get things ready to go situation for you. Installation of eShopSync For WooCommerce as well, in case it is not installed at Salesforce end.

We will sync a test record on each object to make sure that synchronization is working fine. Further, you may proceed with synchronization on your own.

Question: What are the required details mandatory to share for Installation procedure?

Answer: You must need to share following details to proceed with installation and setup of connector:

  • Would be preferable to install in Development site first in connection with Salesforce Sandbox, so create a Dev site and share the details accordingly.
  • WooCommerce Admin URL of the concerned site with login credentials.
  • Salesforce login credentials
  • SFTP/FTP Details such as Host Name, Port, User, and Password.

NOTE: Mandatory to share SFTP/FTP details and all of the concerned site such as Host Name, Port, User, and Password if we experience any issue while connector installation due to any plugin confliction.

Question: What are the conditions to pay Installation fees?

Answer: If you are stuck and having trouble while proceeding with configuration then you need to pay Installation fees along with required details to install and setup the connector properly.

To pay the Installation fees: Click Here

NOTE: We have already provided help links and video tutorials to install and setup the connector.

Question: When you can avail benefits of free support?

Answer: Free support comes in picture once connector is installed and configured properly. If there is any issue while connector installation then it will fall under Installation process and will be treated as per Installation procedure.

In case, you have not paid the installation fees and want support to install and configure the connector then you need to pay the installation fees and must share the required details to initiate Connector installation procedure.

Question: What will be covered under Free 3 months of support availed with connector purchase?

Answer: Post successful connector installation and configuration, if you are experiencing any issue while data synchronization that would fall under free support.

You may find steps to resolve the issue under Frequently Asked Questions section as per error received. Else, you may create ticket on the link mentioned under Support section with steps to reproduce and provide all required login details.

Question: What are the details mandatory to be shared to debug the issue?

Answer: You must need to share following details to investigate the issue:

  • WooCommerce Admin URL of the concerned site with login credentials.
  • SFTP/FTP Details such as Host Name, Port, User name, Password.
  • Salesforce login credentials. Or, you may grant login access for Salesforce as well : How to Grant Login Access

NOTE: Mandatory to share SFTP/FTP details and all of the concerned site such as Host Name, Port, User, and Password if we require while investigation.

Question: What if you can’t share SFTP/FTP details or Login credentials of WooCommerce and Salesforce due to privacy/security concern?

Answer: Your data is highly secured with us and it is mandatory to share SFTP/FTP details and login credentials of WooCommerce and Salesforce while investigation on any issue. Without having complete details, we can’t proceed any further.

Question: Can you provide support on screen sharing sessions via any medium like Team Viewer/ GoToMeeting/ etc?

Answer: No, we don’t provide any support on any of screen sharing sessions like Team Viewer/GoToMeeting/etc. Hence, it is mandatory to share complete details to provide seamless support.

Question: What if you can’t share asked details on the support ticket to debug the issue and want a full refund?

Answer: In this case, refund would be processed as per the Refund Policy: Check Refund Policy Here

Questions: What are the other options to get support if you have privacy concern sharing Live Site details?

Answer: You need to provide development environment (complete replica of Live site) with following details:

  • Steps to reproduce
  • Login credentials
  • SFTP/FTP details such as Host Name. Port, User, and Password

We will debug the issue and provide proper resolution in Development site. Upon successful testing, you can implement in Live site.

Question: Error FIELD_INTEGRITY_EXCEPTION: field integrity exception: AccountId, ContractId (Make sure the order’s account and the contract’s account are the same.)

Possible reason: While changing Sync settings from “ Sync all contacts to Single Account” to “Sync All Contact to Individual Account”.

Answer: Once you change the sync type and saved it. This issue will only impact Registered users stored in WooCommerce account. Then, follow the steps to resolve the error.

1. Sync Users first once you update Syncing type as desired.
2. Only Delete ” WooCommerce ” account from Salesforce that was previously mentioned to sync all contacts in a Single account. Deleting WooCommerce account will automatically delete Orders and related contracts. There is no need to make any changes to Guest User Account as it will remain with the same functionality.
Once you delete the ” WooCommerce” account, automatically all the Orders and Contracts linked with this account will get removed.
Then, Sync Orders, it will sync all the orders in the corresponding account normally. This will fix the issue completely.

Question: Error API_DISABLED_FOR_ORG: API is not enabled for this Organization or Partner.

Answer: You need to enable API in your Salesforce Org. For Enterprise edition & up, API is enabled by default. To verify follow the steps: From Setup | Users | Profiles | Choose the concerned Profile of the User | Scroll down to Administrative Permissions | API Enabled must be check marked: https://qsnapnet.com/snaps/76f7fwl3rk65hfr

Note: For Professional Edition, you need to get API enabled Professional Edition to avail connector Sync features.

Question : Error stringINVALID_QUERY_FILTER_OPERATOR: SELECT AccountId FROM Contact where Id= ‘–‘ ^ ERROR at Row:1:Column:37 invalid ID field.

Answer: You need to generate updated WSDL file.Go through the blog to generate updated WSDL file: How to generate WSDL file
Further, you need to upload generated WSDL file at WordPress end in WWS Connector settings and Save it. Then, try to sync Users, Categories, Products, and Orders.

Question : Error INVALID_FIELD_FOR_INSERT_UPDATE: Object Name: bad field names on insert/update call: Field Name

Answer: From Setup | Customize | Object | Fields | Click on the Concerned field | Click View Field Accessibility| Click on the Hidden on the concerned Profile https://qsnapnet.com/snaps/m91ozam0w0l766r | Mark it visible: https://qsnapnet.com/snaps/ip727wbwwxcu9pb and click Save.

Follow this step for all the fields with the concerned object thrown in error. And upload the updated WSDL file in WWS Connector. It will fix this issue.

Question: WSDL file not visible in drop-down after the successful upload!

Answer: It might be possible that the user with which you have logged into WordPress might not have write permission. To verify it, follow the path mentioned below.

Login with your FTP details, kindly go through the path : wp-content/plugins/wws-connector/classes/views/services/
You need to verify that is there any directory available as: custom_wsdl

* If directory not found, then you need to provide the write permission from admin folder through root folder and then try to upload the WSDL file manually further. Refresh the WWS Connector page and choose the uploaded WSDL file from the drop down and Save it. It will surely work and fix your issue.

* If directory found then open it and verify that the WSDL file that you have uploaded is available there or not.
# If file not found, then you need to provide the write permission from admin folder through root folder and then try to upload the WSDL file manually further. Refresh the WWS Connector page and choose the uploaded WSDL file from the drop down and Save it.
# If file found, re upload the WSDL file manually and refresh the WWS Connector settings page and select the WSDL file from the drop-down and Save it.

Question: Error while installing eShopSync For WooCommerce: (Order.Woo_Order_Status__c) Entity not available. The Entity ‘Order’ is not found. Contact the vendor for more details.

Answer: Order is not enabled in your Salesforce Org. Kindly follow the path mentioned below to enable Orders.

Go to Setup | Customize | Order | Order Settings | Check mark ” Enable Orders ” then Save

Once you enable Orders, try to install eShopSync For WooCommerce and it will get successfully installed.

Question: Error SOAP-ERROR: Parsing WSDL: Couldn’t load from ‘web/content/wp-content/plugins/wws-connector/classes/views/services/custom_wsdl/wsdl’ : failed

Answer: You need to generate updated WSDL file.Go through the blog to generate updated WSDL file: How to generate WSDL file
Further, you need to upload generated WSDL file at WordPress end in WWS Connector settings and Save it. Then, try to sync Users, Categories, Products, and Orders.

Question: Error : webkul_wws:Too many query rows: 50001 

Answer: Check the existing version of eShopSync For WooCommerce, it should be 1.13 and up . You may verify the installed version by the following path: Setup| In the quick find, Search for Installed Packages and Select it | Check eShopSync For WooCommerce: Version Number

If it is below 1.13.0 then Click here to Upgrade  eShopSync For WooCommerce
After installation, follow steps mentioned below to make some required changes:

  1. Go to eShopSync For WooCommerce from the App Menu drop-down | Click on Customers section | Copy web link from the address bar till force.com | Paste this link in Remote site settings section guided in 2 step.
  2. Go to Setup | In quick find, search for Remote Site settings and select it | Click New Remote site | Enter details as guided here: https://qsnapnet.com/snaps/yz23zeza9vzvkj4

Now, proceed WooCommerce-Salesforce Connector tab and verify the records. It should be working fine.

Question: While Clicking on Orders under WooCommerce Salesforce Connector tab getting the error: Attempt to de-reference a null object.

Answer: Field Level permission is missing on Order field. Follow the path to update accessibility.

Go to Setup | Customize | Orders | Fields | Click PO Number | Click Set Field-Level Security | Check Mark Visible for desired Profiles | Click Save

Now, go to Orders section and it should be working fine.

Support

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