How to Add a Post to Salesforce When It Is Published in WordPress

WordPress is a convenient tool for companies and individuals who want to easily build a site without professional knowledge and enhance their customer acquisition and promotion.
However, when managing article information with Salesforce, manually adding WordPress information each time can hinder work efficiency.
By integrating WordPress with Salesforce, you can automate tedious tasks.
The integration is simple and requires no special knowledge, so even if you're not familiar with programming, it's not a problem.
In this article, we will explain the setup procedure in detail, so please give it a try!

Recommended for

Those considering improving work efficiency with WordPress and Salesforce.
Those who add information to the Salesforce database every time they publish an article on WordPress.
Those who want to integrate WordPress and Salesforce to prevent missing article information additions.

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and it can be easily achieved even by non-engineers.

You can also start immediately from the template below, so please give it a try!

[What is Yoom]

From now on, we will introduce how to create a flow bot that adds to Salesforce when a post is published on WordPress.

How to Create a WordPress and Salesforce Integration Flow

Step 1: Integrating My Apps with WordPress and Salesforce

If you are using it for the first time, please check First Time Yoom.

1. Once you log into your Yoom account, register the app you will use.
If you do not have an account, please create one on the Yoom account creation page.
Click "My Apps" and select "+ Add".

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2. First, search for Salesforce and log in with the corresponding account.
Once Salesforce registration is complete, click the "+ Add" button again, search for WordPress, and register.

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＜For Salesforce＞

・Once logged in, registration to My Apps is complete.

※ For detailed Salesforce registration methods, please refer to the following link.
Salesforce My Apps Registration Method

※ Please be careful not to use accounts linked with other services.

※ Salesforce is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections of the flow bot set will result in errors, so please be careful. Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

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‍＜For WordPress＞

‍・Enter the account name, domain, username, and password, and click "Add" to complete registration to My Apps.

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3. Once registration is complete, the icons for Salesforce and WordPress will be displayed in My Apps.
Be sure to check that the icons for Salesforce and WordPress are displayed correctly.

If you have any other questions about Yoom, please check the Yoom Help Center.

Step 2: Selecting a Template and Preparing the Storage Location

Now, let's create a flow that adds to Salesforce when a post is published on WordPress.
By utilizing this flow, you can automatically register to Salesforce's database when a post is published on WordPress, allowing for smoother information sharing.
Furthermore, by using the quoted information for registration, you can prevent input errors that occurred with manual entry!

1. Click "Try it" from the link below.

2. When the following display appears, the template copy is successful.

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Step 3: Set a trigger to activate when a post is published on WordPress

1. Let's set it up by clicking the flow icons in order.
Each icon has an "!" mark, so click them in sequence to proceed.
First, click "When a post is published" at the top.

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2. You can set the title freely.
Enter the account information to connect with WordPress.
Select "When a post is published" for the trigger action.
After entering, click "Next".

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3. Set the trigger activation interval.
You can choose the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Generally, a shorter setting is recommended.
After setting, click Test.
If no errors occur, save it.

※ The activation interval varies depending on the plan. For details,check this page.

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Step 4: Salesforce Settings

1. Return to the flow. Next, click the "Add Record" icon.

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2. Set the title freely.
Enter the account information to connect with Salesforce.
Choose "Add Record" for the action.

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3. Enter the My Domain URL and the API reference name of the object.
If you don't know the API reference name, refer to this page.
After entering, click "Next".

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4. Enter the values for the record to be added.
After entering, click Test, and if there are no errors, save it.
※ The values for the record to be added will display a list of database fields.

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5. This completes the flow of [Add to Salesforce when a post is published on WordPress].

Step 5: Test and Confirmation

Once the setup is complete, a screen like the following will be displayed. Click the "Turn on the trigger" button. This will activate the flow bot.

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Even non-engineers can easily set up using Yoom's templates.
Try this convenient flow from the link below.

Other Automation Examples Using WordPress and Salesforce

In addition to the integrations introduced today, it is possible to achieve various automations by utilizing the APIs of WordPress and Salesforce.

If there is something that interests you, please give it a try!

Automation Examples Integrating WordPress and Salesforce

It is also possible to create integrations where a post is created in WordPress when a record is registered in Salesforce, or when a record meeting specific conditions is registered in Salesforce, a post is created in WordPress.

Examples of Automation Using WordPress

Notify Chat Tools When an Article is Published on WordPress

Automatically notify Slack, Discord, etc., when an article is published on WordPress.

Add a user to WordPress when an employee is registered in another app

Automatically add a user to WordPress when employee information is registered in Google Workspace, SmartHR, etc.

Create a New Post in WordPress Using Form Content

Automatically create and publish a post in WordPress using content from Google Forms or similar sources.

Example of Automation Using Salesforce

Send Template Emails from Salesforce Lead Information Page

Automatically send template emails from the Salesforce lead information page using Gmail or Outlook.

Add to Calendar When a Record is Created or Updated in Salesforce

Automatically register events in Google Calendar or Outlook Calendar when a record is created or updated in Salesforce.

Create a folder in cloud storage when an account is registered in Salesforce

Automatically create a dedicated folder in OneDrive, Box, etc., when an account is registered in Salesforce.

Benefits of Integrating WordPress with Salesforce

Benefit 1: Improve Data Accuracy

By implementing automation, the data entry process itself becomes standardized, eliminating variations due to each person's work methods and input styles.
Furthermore, smooth data transfer from WordPress to Salesforce can reduce the effort and errors associated with manual entry.
This can reduce the risk of data duplication and incorrect entries, thereby improving data consistency.

Benefit 2: Streamline Customer Interaction

With content automatically added to Salesforce, sales and marketing teams can easily access the latest content information, ensuring smooth collaboration.
For example, when a new blog post is added, sales representatives can immediately share that information with customers and make appropriate proposals.
This not only helps streamline customer interactions but also reduces the burden on team members while maintaining service quality.

Conclusion

By integrating WordPress with Salesforce, information can be automatically registered in the Salesforce database once a post is published, facilitating smooth information sharing.
Even without programming skills, you can use Yoom to ensure smooth app integration.
Why not leverage automation to efficiently handle routine tasks and enhance accuracy?