Map one WP Object to Multiple SF Objects

Resolved npruzaniec
(@npruzaniec)

4 years ago
Hello and thanks for your work on this very detailed and adaptable plugin!

I had one question on mapping one WP object to multiple SF objects. I have a WP User record that I have added several custom meta fields to. Now I would like to map certain fields to both an Account object and an Opportunity object in Salesforce when the user is updated.

So far, I had no trouble setting up the mapping in the UI and the plugin creates and updates the SF Account object with no trouble. When the plugin attempts to create the Opportunity object however, it tries to use the same SF object ID for the Account and so fails with a 404 because there is no match.

So I tried to override the salesforce_id for the Opportunity map using object_sync_for_salesforce_pre_push with no success
```
function before_push( $salesforce_id, $mapping, $object, $wordpress_id_field_name, $params ) {
  if ($mapping['salesforce_object'] === 'Opportunity' ) {
    $new_id = $object['opportunity_id_metafield'];
    $salesforce_id = $new_id ?? null;
  }
}
```
I also tried the hooks documented on the Extending Upsert doc but none seemed to be triggering or having any effect.

Any tips you could give would be much appreciated. Thanks!
- This topic was modified 4 years ago by npruzaniec.

Viewing 3 replies - 1 through 3 (of 3 total)

Thread Starter npruzaniec
(@npruzaniec)

4 years ago

If it helps here is my fieldmap settings export:
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Sync","name":"account-sync","fieldmap_status":"active","wordpress_object":"user","salesforce_object":"Account","salesforce_record_types_allowed":{"01241000000lqQ7AAI":"01241000000lqQ7AAI","01241000000lqQ8AAI":"01241000000lqQ8AAI","012000000000000AAA":"012000000000000AAA"},"salesforce_record_type_default":"01241000000lqQ7AAI","fields":{"9efb54bea3eefdaf7864edc35f86b761":{"wordpress_field":{"label":"mepr-address-one","methods":{"create":"update_user_meta","read":"get_user_meta","update":"update_user_meta","delete":"delete_user_meta"},"type":"text","editable":true},"salesforce_field":{"aggregatable":"1","aiPredictionField":"","autoNumber":"","byteLength":"765","calculated":"","calculatedFormula":"","cascadeDelete":"","caseSensitive":"","compoundFieldName":"BillingAddress","controllerName":"","createable":"1","custom":"","defaultValue":"","defaultValueFormula":"","defaultedOnCreate":"","dependentPicklist":"","deprecatedAndHidden":"","digits":"0","displayLocationInDecimal":"","encrypted":"","externalId":"","extraTypeInfo":"plaintextarea","filterable":"1","filteredLookupInfo":"","formulaTreatNullNumberAsZero":"","groupable":"1","highScaleNumber":"","htmlFormatted":"","idLookup":"","inlineHelpText":"","label":"Billing 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Plugin Author Jonathan Stegall
(@jonathanstegall)

4 years ago

This is not possible with Object Sync for Salesforce because the way it works is that it creates a row in the database that maps an individual WordPress record (ex a WordPress user) to an individual Salesforce record (ex a Salesforce Contact) and it syncs data between them. Syncing to an additional object is just not directly possible with this structure.

I think it’s probably possible to do this with developer hooks, but it would require a lot more code than changing the record ID. For example, if you use a hook that runs after a successful push, you might be able to then hook directly into the Salesforce API and then check to see if the opportunity existed and update it if it does or create it if it does not. There is a very basic example in the docs of how to access the API directly.

This is potentially complicated with a lot of ways it could go badly, and it isn’t the kind of thing I would provide support for because it’s not plugin functionality, but I think it is probably doable.
Thread Starter npruzaniec
(@npruzaniec)

4 years ago
Thank you for the quick response! That did get me where I needed to go. Basically I took the code you linked to as a starter and used it to check for an existing Opportunity and use object_upsert or object_create to push to Salesforce.

Here I am mapping a Memberpress Transaction with some prepared data in a custom Memberpress mepr-event-transaction-completed hook.
```
function push_salesforce_opportunity($txn_data) {
    $txn_id = $txn_data['id'];

    if ( is_plugin_active('object-sync-for-salesforce/object-sync-for-salesforce.php') ) {
      require_once plugin_dir_path( __FILE__ ) . '../object-sync-for-salesforce/object-sync-for-salesforce.php';

      if ( function_exists( 'object_sync_for_salesforce' ) ) {
        // here the key is the SF field ID and the value is the data
        $mapped_data = [
          'RecordTypeId' => $txn_data['oppotunity_id'],
          'Name' => $txn_data['name'],
          'Amount' => $txn_data['amount'],
          'AccountId' => $txn_data['user_sf_id'],
          'CloseDate' => $txn_data['date'],
          'CampaignId' => $txn_data['campaign_id'],
          'MP_Transaction_ID' => $txn_id,
          'StageName' => 'Closed Won',
        ];
      
        $api_result = '';
      
        $salesforce = object_sync_for_salesforce();
        $sfapi = $salesforce->salesforce['sfapi'];

        //single quotes around $txn_num
 are important here
        $query = "SELECT MP_Transaction_ID FROM Opportunity WHERE MP_Transaction_ID = '$txn_num'";

        $result = $sfapi->query( $query );
      
        if ($result['data']['records']) {
          $record = $result['data']['records'][0];
          $sf_id = end(split('/', $record['attributes']['url']));
          
          $api_result = $sfapi->object_upsert('Opportunity', 'Id', $sf_id, $mapped_data );
        } else {
          $api_result = $sfapi->object_create( 'Opportunity', $data );
        }
        
        var_dump($api_result);
      }
    }
  }
```
May be something off here, I refactored a bit for clarity. I am able to use the plugin UI to sync the User records now and this function handles pushing to SF.
- This reply was modified 4 years ago by npruzaniec.

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