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"Are you struggling with the task of manually entering Salesforce data into WordPress every time?" "Is there a delay in reflecting posts?"
Manual information updates are prone to input errors and omissions, which also leads to the need for verification and corrections.
However, integrating Salesforce with WordPress often requires APIs and specialized settings, which might make you wonder, "Can I do it myself?"
In such cases, automation using the no-code tool Yoom is recommended.
<span class="mark-yellow">This article will clearly explain how to use Yoom to integrate Salesforce and WordPress, focusing on the flow of "creating a WordPress post when a record is registered in Salesforce."</span>
If you aim to improve work efficiency, please continue reading!
By using Yoom, you can easily integrate Salesforce and WordPress without any coding. Yoom provides templates for integrating Salesforce and WordPress, so you can achieve integration immediately just by registering, even without API knowledge.
By integrating the APIs of Salesforce and WordPress, you can automatically transfer Salesforce data to WordPress! For example, you can perform data integration like the following automatically, without human intervention.
Simply click "Try it out" on the automation example you're interested in and register your account information to immediately experience the integration of Salesforce and WordPress.
Registration takes just 30 seconds, so feel free to give it a try!
When a record is registered in Salesforce, a post is automatically created in WordPress, eliminating the need for manual input. This automation can help prevent input errors and streamline information sharing!
When a record with specific conditions is registered in Salesforce, a post is automatically generated in WordPress based on that information. This streamlines the process and ensures consistent information dissemination. This automation prevents data discrepancies and allows for the rapid release of the latest information.
Now, let's create a flow that integrates Salesforce and WordPress! This time, we'll use Yoom to proceed with the integration of Salesforce and WordPress without any code. If you don't have a Yoom account yet, please register for an account through the Yoom registration form.
[What is Yoom]
This time, we will create a flow bot that creates a WordPress post when a record is registered in Salesforce!
The creation process is broadly divided into the following steps.
Here, we will integrate Yoom with each app to enable operations.
After logging into Yoom, click on My Apps on the left side of the Yoom page screen, and select "+ Add" on the right.
Enter "Salesforce" in the search box at the top right and select it from the search results.
If two apps are displayed here, click on the Salesforce that does not say (Sandbox Environment).
You will then be taken to the Salesforce login page, where you should log in with the account you wish to use and grant access. This completes the integration of My App with Salesforce.
Next, register WordPress with My App.
As before, click on My Apps on the left side of the Yoom page screen and search for WordPress from "+ Add".
On the next screen, enter the required fields and click Add.
If Salesforce and WordPress are displayed in My Apps, registration is complete!
Now, let's start creating the flow! We use templates for easy setup, so let's copy this first.
Log in to Yoom and click on "Try it" in the banner below.
When you copy, the template will be copied to your Yoom management screen as shown below, so press "OK" to proceed with the settings.
This is the initial setup! First, please click "When a new record is registered in the custom object".
Clicking will take you to the following screen.
The section labeled "Account Information" contains the information from when you linked My App in Step 1.
Change the title as appropriate, leave the trigger action as is, and proceed to the next step!
On the next page, please enter the following three items to connect with Salesforce via API.
*Regarding "Trigger Interval," the time you can specify varies depending on your contracted plan. For details, please see here.
For "My Domain URL," please refer to the annotation and enter the My Domain URL obtained from Salesforce.
Once all items are entered, register a new record in Salesforce and click "Test" to check for errors.
Scroll down the screen and check if the output is displayed correctly.
Once the trigger setup is complete, click "Retrieve record".
Proceeding to the next step will display the following screen.
The section labeled "Account Information" contains the information from when you linked My App in Step 1.
Handle the title and trigger action as before and proceed to the next step.
Please enter the My Domain URL and the API reference name of the object.
If you do not know the API reference name, please refer to this page. Once you have finished entering, click "Next."
Next, configure the database details. Select the conditions of the records you want to retrieve using the dropdown and output.
By clicking "+ Add Trigger Condition," you can add conditions for the records.
Once the input is complete, click "Test." If there are no issues, click "Save" at the bottom.
Finally, the last setup! Click "Create New Post".
Proceeding to the next step will display the following screen.
Make sure the account information for integration is correct.
Next, configure the API connection settings.
Select "Slug," "Title," and "Content" from the output that appears when you click the input field.
The content can be set freely, but for this example, it is set as shown in the screen below.
With this setting, you can automatically retrieve "Product Name," "Product ID," and "Product Description" registered in Salesforce from the output and quote them in the content of a new post in WordPress.
You can freely change the text and the output you want to retrieve according to your needs!
If the test is successful, click "Save."
This completes the flow bot! Thank you for your hard work!
Finally, turn the trigger ON. With this, all settings are complete, so check if a post is created in WordPress when a record is registered in Salesforce!
This is how to create a post in WordPress when a record is registered in Salesforce!
This time, we introduced how to link data from Salesforce to WordPress, but if you want to link data from WordPress to Salesforce, please also use the template below.
When a post is published in WordPress, you can immediately register it in the Salesforce database, increasing the speed of information sharing. By utilizing the quoted information for registration, you can prevent input errors that occur with manual entry and streamline operations.
In addition to integrating Salesforce and WordPress, you can achieve even more business automation by leveraging each API. Here are some useful examples that can help streamline daily operations and speed up information sharing.
If you find an integration that interests you, please try it out with Yoom!
We introduce templates that can collectively solve daily business challenges related to Salesforce, such as reducing the hassle of sales activities, improving the efficiency of information sharing, preventing input errors, and automating routine tasks.
We have templates that can solve common issues in WordPress management, such as missing notifications after publishing articles, the hassle of handling forms, and overlooking comments. Recommended for those who want to make content management and information sharing smoother.
Integrating Salesforce and WordPress may have previously seemed challenging and required expertise.
However, with Yoom, you can build automated workflows with simple operations, even without programming knowledge. Why not reduce the hassle of daily information sharing and updating tasks and create an environment where you can focus more on your core business?
First, register for Yoom for free and experience its convenience firsthand.
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