Salesforce → WordPress Sync is the new plugin developed by PKF Attest to connect Salesforce with WordPress and create a private area. It automates access, makes it easier to view and update data, and reduces your team’s manual workload.
Managing a community should not mean updating data across several systems, processing changes by email or dealing with enquiries that people could handle themselves. However, these tasks take up time and make it harder to provide a responsive service.
To simplify this process, at PKF Attest we have developed the Salesforce → WordPress connector, designed to create private areas tailored to professional associations, membership organisations, foundations and other organisations with a community of contacts or customers who want to interact with them.
What are its main benefits?
The connector is designed to make your organisation easier to manage and improve the experience of people who use the private area.
Connected information
Salesforce remains the source of truth for contact data.
Less manual work
Access and information updates are automated.
Greater autonomy
Contacts can view and update their own details from the private area.
Services in one place
Personal details, bank details, procedures and other enabled features.
Flexible, controlled management
Configuration through WordPress and operational control mechanisms.
A single source of information and less manual work
When your organisation uses Salesforce to manage its contacts, keeping the website up to date should not become an additional task.
With our solution, Salesforce remains the main source of information, and the required data is transferred to WordPress so that each person can view it in their private area.
This means your team does not have to maintain duplicate records and reduces discrepancies between the organisation’s information and what is displayed on the website.
Automatic access based on each user profile
Manually setting up new users can take time, especially when different types of contacts have different permissions and access to different services.
The plugin automates access creation based on the information in Salesforce, assigning the appropriate role and permissions to each profile. This reduces administrative tasks and ensures that each person can access the content and services available to them.
A private area to view information and manage tasks
From their private area, each person can view and update their details. Changes are transferred to Salesforce, so staff do not have to enter them again manually.
The private area can also bring together different features, such as access to personal details, procedures and bank details management, depending on the options enabled by the organisation.
Your team can configure which data is displayed, how it is organised and which details each person can update directly from WordPress, tailoring the space to the organisation’s needs.
Control and reliability in data management
Personal information must be handled carefully. That is why the solution includes mechanisms to retry failed operations, report issues and simulate operations before applying them to live data. In addition, permissions are managed through roles, and changes are subject to the established validation controls.
These features help identify issues and maintain greater control over the connection between Salesforce and WordPress.
A connection tailored to your organisation
At PKF Attest, we combine our expertise in Salesforce and web development to help you make the most of the data your organisation already manages and turn it into useful services for your contacts.
We support you in defining, implementing and adapting the solution to your processes, making it easier for your contacts to manage their affairs while reducing your team’s administrative workload.
