Plugin not creating new WordPress Object

  • Resolved ilana Bittner

    (@ilanabit)


    6 years, 7 months ago

    Hi Jonathan!

    On my setup, I have a WP User syncing with a SF Contact, restricted to “Alumni” record types in SF. One of the Fieldmaps is set to sync the SF field “Salesforce ID CS” to a WP custom field called “SF_Acct” and use that set of fields as the Prematch.

    This is an organization that has a year-long program, and only want Alumni syncing to the website. They recently changed all of the SF records of this year’s class to “Alumni”, but no new Users were created in WP. If I’m using that field as a prematch, should a new User be created in WP if there’s no existing User with that Salesforce ID in WP?

    Thanks,
    ilana

Viewing 4 replies - 1 through 4 (of 4 total)
  • Plugin Author Jonathan Stegall

    (@jonathanstegall)

    6 years, 7 months ago

    @ilanabit this is a tricky one. My understanding of what you’re saying is that all of these records previously existed in Salesforce, but under a different record type. The way the plugin currently works is that it doesn’t create new records when an existing record is updated. So these existing records that were converted to alumni would be ignored by the “create” trigger that the plugin runs.

    I can understand how that is unintuitive in this situation, but it is how the plugin currently works.

    Thread Starter ilana Bittner

    (@ilanabit)

    6 years, 7 months ago

    Thanks, that’s what I suspected, but wanted to confirm.

    So it would only create a new record in WordPress when a new record in Salesforce is created? Is that correct?

    What if they were a different object in Salesforce? If a Salesforce Prospect was converted to a Contact, would that trigger a new User in WordPress?

    Plugin Author Jonathan Stegall

    (@jonathanstegall)

    6 years, 7 months ago

    @ilanabit that’s correct, it would only create a new user if the contact in Salesforce was new.

    I believe that if you converted a Prospect (or a Lead) to a Contact, it would see it as a new Contact, and thus it would create one. But I haven’t tested this myself, so I’m not positive. But I say it because I think it’s possible to view leads once they are converted, see reports of converted leads, etc. So I think they are separate objects, even though they’re related.

    Thread Starter ilana Bittner

    (@ilanabit)

    6 years, 7 months ago

    I’m going to explore that option and report back.

    Thanks again!

Viewing 4 replies - 1 through 4 (of 4 total)

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