Project brief
Idea Overview
Connect SaleForce with WooCommerce
- Client has a membership with 3k members. The members information – contact and rebates are stored and updated in a SalesForce account.
- Client wants members to able to login to a website/PWA app to review their info (mainly rebates)
Our Solution
- Use WooCommerce for the membership site
- Member is WooCommerce Customer
- Connect SalesForce with the WooCommerce site – api, zapier or
- Store member info from SaleForce in WooCommerce customer meta data
- Create WordPress shortcode to display users Rebates
- Format Rebate data into quarters – see below
Requirements
- Use WooCommerce for the membership site
- WooCommerce Customer Username has to be the – members HRA#
- When member is created in SalesForce – it creates WooCommerce customer in website
- When member info (mapped info) is updated in SaleForce its updated in WooCommerce Site
- Member can access their Rebates – quarterly