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Itayb34Itayb34 

Customized Salesforce Data in Wordpress

Hello

 

We currently run our partner portal with Wordpress. Partners do not have any visibility to SF data or the opportunity progression.

Is it possible to grab data from Salesforce and display in Wordpress? meaning that every partner will login to wordpress (with his unique login), click on a tab "Opportunities" and will see only his opportunities (stage, amount, comments, other custom fields...).

 

 

Thanks!

 

Itay

Nazeer AhamedNazeer Ahamed

You probably need to use SF Customer portal here to access SFDC data.

 

Not sure whether you can make SSO between Wordpress and SFDC customer portal but we did SSO on IBM Websphere (Login managed by LDAP) portal and SFDC customer portal.

 

Hope it may provide some insights!!

 

 

Itayb34Itayb34

Yes, but wordpress platform is free... for starters I need only to display data, not change it. Itsn't it possible with Sites?

markslummarkslum

We're interested in displaying SF data on Wordpress as well.  Did you ever get your answer?  Specifically we'd like display data from SF Products.

RP2RP2

We have a number methods to publish information from Salesforce as an iframe in Wordpress.  If you are interested send and email to info@realintelligence.com

shyamshyam
Hey ,

I know this questions was very lod but we have requirement where our partner have login from web page which was built on Wordpress. Partners do not have any visibility to SF data .
Is it possible to grab data from Salesforce and display in Wordpress? meaning that every partner will login to wordpress (with his unique login),
and click on a tab "my donation" and will see only his donation amount, date..etc.. 

any help greatly appreciated ..

thanks,
​shyam
 
Harsh Tiwari 12Harsh Tiwari 12
Hi, we solved a similar issue for our WordPress site by way of syncing user data from Salesforce into WordPress. This essentially works by mapping WordPress objects to Salesforce objects. We used this Salesforce Object Data Sync plugin (https://wordpress.org/plugins/object-data-sync-for-salesforce/) for WordPress, which will help with configuring the mapping part. The entire syncing and mapping process will be facilitated via Apex triggers on the Salesforce side. Once you login into the site, you'll be able to pull all your WordPress data into Salesforce. And once you configure the object mapping using the Salesforce Object Sync plugin [https://plugins.miniorange.com/wordpress-object-sync-for-salesforce], all the changes made to the WordPress objects will automatically trigger the Apex triggers and they will in turn sync all the changes back into Salesforce. The Object Sync for Salesforce plugin also works bi-directionally - which means, you can sync objects from WordPress to Salesforce as well as from Salesforce to WordPress. This enables you and your users to be flexible with all the data and you won't have to worry about any discrepancies arising due to any changes made. You can refer to this concise Salesforce Object Sync setup guide (https://plugins.miniorange.com/salesforce-wordpress-object-sync) which will allow you to easily configure the mapping for your Salesforce and WordPress objects.