🚀 NexaForce for WooCommerce

Complete Salesforce CRM Integration for WooCommerce

Version 1.0.0 | WordPress 7.0 Compatible

📋 Overview

NexaForce for WooCommerce is a production-ready integration that seamlessly syncs your WooCommerce store with Salesforce CRM. It features a visual feed builder, real-time sync triggers, conditional logic, and comprehensive logging.

🔄 Real-time Sync

Automatically sync data when WooCommerce events occur (orders, customers, products, reviews, coupons).

🎨 Visual Feed Builder

Create unlimited sync feeds with drag-and-drop field mapping and conditional logic.

📊 Bulk Sync

Sync historical data in batches with progress tracking and detailed logs.

🔒 Secure OAuth

Connect to Salesforce Production and Sandbox environments using OAuth 2.0.

Supported Events

Category Events
Orders Order Placed, Status Changed, Completed, Refunded
Customers Customer Created, Customer Updated
Products Product Created, Updated, Out of Stock, Imported
Reviews Review Posted, Review Updated
Coupons Coupon Created, Coupon Updated

⚙️ Requirements

  • WordPress: 6.0 or higher (Tested up to 7.0)
  • PHP: 7.4 or higher
  • WooCommerce: 7.0 or higher
  • Salesforce: Account with API access
Note: NexaForce is compatible with High-Performance Order Storage (HPOS) in WooCommerce.

📦 Installation

Automatic Installation

  1. Log in to your WordPress admin panel
  2. Navigate to Plugins → Add New
  3. Search for "NexaForce for WooCommerce"
  4. Click "Install Now" and then "Activate"

Manual Installation

  1. Download the plugin ZIP file
  2. Go to Plugins → Add New → Upload Plugin
  3. Choose the ZIP file and click "Install Now"
  4. Click "Activate" after installation completes

🔌 Salesforce Setup

Step 1: Create Salesforce Connected App

  1. Log in to Salesforce
  2. Go to Setup → App Manager
  3. Click "New Connected App"
  4. Fill in the required fields:
    • Connected App Name: NexaForce WooCommerce
    • API Name: NexaForce_WooCommerce
    • Contact Email: Your email
  5. Enable OAuth Settings
  6. Add these OAuth Scopes:
    • full
    • refresh_token
  7. Set Callback URL to: 
    https://your-site.com/wp-admin/admin-post.php?action=nexaforce_oauth_callback
  8. Save and copy the Consumer Key and Consumer Secret

Step 2: Connect to Salesforce

  1. In WordPress, go to NexaForce → Settings → Connection
  2. Select your environment (Production or Sandbox)
  3. Enter your Consumer Key and Consumer Secret
  4. Click "Connect to Salesforce"
  5. Authorize the connection in Salesforce
  6. You'll be redirected back with a success message
✓ Connected! Your WooCommerce store is now connected to Salesforce.

📝 Creating Your First Feed

Feeds define how data flows from WooCommerce to Salesforce. Each feed maps WooCommerce fields to Salesforce fields for a specific event.

Feed Sections

1. Feed Details

  • Feed Title: Descriptive name for your feed
  • Select Object: Choose the Salesforce object to sync to

2. Map Fields

Map WooCommerce fields to Salesforce fields using three field types:

  • Standard Value: Select from available WooCommerce fields
  • Custom Value: Use merge tags like {billing_email}
  • Static Value: Enter a fixed value

3. Primary Field (for Upsert)

Select a Salesforce field to use for deduplication. When using "Upsert" sync type, existing records matching this field will be updated instead of creating duplicates.

4. Select Event

Choose which WooCommerce event triggers this feed:

  • Order Placed, Status Changed, Completed, Refunded
  • Customer Created, Customer Updated
  • Product Created, Updated, Out of Stock
  • Review Posted
  • Coupon Created, Updated

5. Conditional Statements

Add conditions to control when the feed processes:

  • Operators: is, is not, contains, greater than, less than, is empty, is not empty
  • Logic: Match ALL conditions (AND) or Match ANY condition (OR)

Example: Only sync orders with total greater than $100

6. Date Range (for Bulk Sync)

Optionally filter which records to sync based on date range.

Tip: Create separate feeds for different data types. For example, one feed for Orders → Contact, another for Orders → Opportunity.

📊 Bulk Sync Historical Data

The Bulk Sync feature allows you to sync existing WooCommerce data to Salesforce.

How to Use Bulk Sync

  1. Go to NexaForce → Bulk Sync
  2. Select the Object Type (Orders, Customers, Products, Coupons)
  3. Choose a Feed to use for syncing
  4. Optionally set a Date Range
  5. Click "Start Bulk Sync"
  6. Monitor progress in real-time
⚠️ Note: Bulk sync processes records in batches of 50. Large datasets may take several minutes to complete.

⭐ Pro Features

Upgrade to NexaForce Pro to unlock advanced capabilities:

🤖 AI Field Mapping

Let AI suggest optimal field mappings based on your Salesforce and WooCommerce data.

💬 AI Feed Generator

Describe what you want in natural language and let AI create the complete feed configuration.

💰 Multi-Currency

Sync orders with CurrencyIsoCode for multi-currency WooCommerce stores.

📚 PriceBooks

Map WooCommerce products to Salesforce Pricebooks and create PricebookEntry records.

🎯 Opportunities

Automatically create Salesforce Opportunities from WooCommerce orders with stage mapping.

🔄 Subscriptions

Full support for WooCommerce Subscriptions plugin with all subscription events.

Accessing Pro Features

In the free plugin, navigate to NexaForce → Extend The Features to view all Pro features and upgrade options. Once you purchase and install Pro, all Pro features will be unlocked automatically.

🚀 Extend The Features (Pro Upgrade)

The Extend The Features page in your WordPress admin shows all Pro features and provides a direct path to upgrade your installation.

How to Upgrade

  1. In WordPress admin, go to NexaForce → Extend The Features
  2. Review all Pro features and pricing options
  3. Click "Get NexaForce Pro Now" to purchase
  4. Download the Pro plugin ZIP file from your ThemeFreex account
  5. Upload and activate the Pro plugin
  6. Enter your license key to activate Pro features
Note: The Pro version is an addon plugin that requires the free NexaForce for WooCommerce plugin to be installed and active.

🔧 Troubleshooting

Connection Issues

Problem Solution
Cannot connect to Salesforce Verify Consumer Key and Secret are correct. Check that Callback URL is set correctly in Connected App.
Token expired error Tokens auto-refresh. If issues persist, disconnect and reconnect.
Invalid OAuth scope Ensure your Connected App has "full" and "refresh_token" scopes.

Sync Issues

Problem Solution
Sync fails with validation error Check that required Salesforce fields are mapped. Review sync log for details.
Duplicate records created Use "Upsert" sync type with a Primary Field for deduplication.
Feed not triggering Verify feed is Active and the correct Event is selected. Check conditions.
Field mapping not working Ensure field types are compatible. Check field length limits.

Enabling Debug Mode

To enable detailed logging:

  1. Go to NexaForce → Settings → Advanced
  2. Enable Debug Mode
  3. Logs will be written to wp-content/debug.log

📞 Support & Resources

Getting Help

  • Documentation: You're reading it!
  • WordPress.org Forum: Free support for free version
  • Email Support: support@codefreex.com (Pro customers)
  • Priority Support: Available for Pro license holders

Useful Links

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