Description
blloyddev Customer Sync for Salesforce connects your store directly to Salesforce using the OAuth2 client-credentials flow (Connected App). Every time an order is marked complete, the customer’s name, email, and phone are sent to a Salesforce Apex REST endpoint you control.
What’s included (free)
- Syncs billing customer to Salesforce on order completion
- Sends first name, last name, email address, and phone number
- OAuth2 client-credentials authentication with token caching
- Test-connection button to verify your Salesforce credentials
- Clean uninstall — removes all plugin data on deletion
Pro version
The Pro version adds:
- Full order sync — order number, date, total, and line items
- The Events Calendar support — per-ticket attendee names, emails, and linked event data
- Retry queue — failed syncs are automatically retried hourly
- Manual sync by order ID
- Admin notice when orders fail to sync
Requirements
- WordPress 6.0+
- WooCommerce 7.0+
- A Salesforce Connected App with OAuth2 client-credentials flow enabled
- An Apex REST endpoint in your org to receive the payload
Installation
- Upload the
blloyddev-customer-sync-for-salesforcefolder to/wp-content/plugins/, or install via Plugins > Add New. - Activate the plugin.
- Go to Settings > Salesforce Sync and enter your Salesforce Instance URL, Client ID, and Client Secret.
- Click Test Salesforce Connection to verify.
FAQ
-
What data is sent to Salesforce?
-
The customer’s billing first name, last name, email address, and phone number. No order totals, payment details, or line items are sent in the free version.
-
What does the payload look like?
-
json
{
"firstName": "Jane",
"lastName": "Smith",
"email": "jane@example.com",
"phone": "07700900000"
} -
How do I set up the Salesforce Connected App?
-
- In Salesforce Setup, go to App Manager > New Connected App.
- Enable OAuth Settings and add the
Full access (full)scope (or more restrictive as needed). - Under OAuth Policies, enable Client Credentials Flow and assign a Run-As user.
- Copy the Consumer Key (Client ID) and Consumer Secret into the plugin settings.
-
What happens if a sync fails?
-
The error is written to your server error log when
WP_DEBUG_LOGis enabled. For automatic retry and an admin UI for failed syncs, upgrade to Pro. -
Does this store sensitive data?
-
The Client ID and Client Secret are stored in the WordPress options table. The access token is cached as a transient and expires automatically. All plugin data is removed when the plugin is deleted.
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Contributors & Developers
“blloyddev Customer Sync for Salesforce” is open source software. The following people have contributed to this plugin.
Contributors
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Changelog
1.0.0
- Initial release.