How Salesforce Experience Cloud and WordPress Work Together

Apr 27, 2023 | Experience Design

Have you considered building a portal or community site to interact personally with your customers, investors, or donors? Are you weighing the options between leveraging Salesforce Experience Cloud or custom integration with your existing WordPress website? Both have pros and cons; together, they can create a powerful solution for your organization’s needs!

Building your portal site within Salesforce’s platform may make sense if you’re already using Salesforce. You must consider future maintenance and platform costs to determine a cost-effective plan for your organization. In some cases, a dual approach provides the most value for the price. It’s always possible to transition more functionality onto the Experience Cloud solution as you move forward. Either way, there are some things worth considering before making a decision.

Ways to integrate Salesforce and WordPress

Salesforce can work alongside an impressive range of third-party apps and integrations, including WordPress. Integrating Salesforce and WordPress allows you to create a seamless customer experience across multiple channels — that’s where the magic happens!

Collecting Leads

Integrating forms on a WordPress website with Salesforce offers a seamless way to capture and manage new leads. By embedding contact, registration, or newsletter sign-up forms, you can automatically sync information collected on these forms straight into your Salesforce org as a new Contact or Lead. Nonprofit organizations can benefit from this integration by capturing donor details through donation forms, ensuring accurate and effective donor engagement. While the out-of-the-box Salesforce web-to-lead forms offer limited brand customization and field mapping, you can also consider WordPress plugins like Brilliant Web-to-Lead for Salesforce or Gravity Forms.
On the flip side, why not forego the third-party apps and plugins and build your forms directly in Salesforce? With Experience Cloud, you can create web-form screen flows and embed the flow component into your portal site.

Syncing Objects

Collecting leads via forms that come in as new Salesforce Leads or Contacts is a one-way sync. If you’re looking for two-way integration between WordPress and Salesforce, the Object Sync for Salesforce plugin allows you to sync WordPress posts, pages, users, or other supported content types with Salesforce objects. Anytime they’re created or updated, data on both platforms constantly sync. Teams managing data on multiple platforms will find this helpful. For example, digital teams who utilize WooCommerce for WordPress can push eCommerce data to Salesforce or reverse it by pulling from Salesforce into WordPress.

Analyzing Analytics

You can look beyond standard reporting metrics you might receive from Google Analytics: visitors to your site, origin site, and most popular pages. You can see complete records of interaction at the user level. For example, know who clicked what link, which documents that person downloaded, their last page, and the top pages visited. With these person-focused insights in Salesforce, you’re more equipped to build retention journeys for your client segments: boomerang clients returning or recent users acquired.

Centralized Data Management

With Experience Cloud, you begin at your single source of truth for all data, making it easier to manage and maintain your workflow processes within your Salesforce instance. While WordPress is a popular option for managing content, with Salesforce CMS (content management system), you can create and manage your content in one place and even connect your WordPress to post relevant content on your sites. You can also enable Salesforce Knowledge to enhance the self-serve and customer support experience. These functions fit particularly well with organizations that need to manage large amounts of data in an organized way to interact with single customers across multiple teams. As well, Knowledge enables you to save time for your team by deflecting simple customer inquiries. Empower your teams to manage complex customer relationships and automate processes that guide them along the way.

Authenticated Access

Experience Cloud offers authenticated/guest access as one of the core elements working to your benefit. Authentication means you can deliver specific information to each group without additional integration. Experience Cloud provides robust security features, ensuring only authorized users can access the portal. Additionally, This authentication allows you to provide multiple departments with access to the same data via an intranet or create secure client portals.

Let’s discuss if Experience Cloud is for you

Investing in Salesforce Experience Cloud is not a small decision. Before diving headfirst into this solution, gaining the necessary knowledge of the platform and understanding your options is best. Find ways to answer questions like: what special features do you need, and can your organization use the system most effectively? We’re here to help you decide which option is best for your organization from an informed perspective. Let’s connect on a virtual visit and talk about your vision!

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