Thread Starter
dm2021
(@dm2021)
Further, having set up a WP user to SF Contact map, and created a new WP user, this acquires a tmp_sf entry in the salesforce_id field and so can’t push a new Contact into SF.
I doubt I’m the first person to want to do this, what are my likely obvious mistakes?
Well, the tmp ID is generated by the plugin while it waits for a response from Salesforce, and then it replaces it with the actual Salesforce ID.
If you’re not getting that replacement, most likely you’ll have error logs in the Logs that the plugin creates. Generally it will have an error message from the Salesforce API, and you might be able to find out why it’s failing to save data.
Thread Starter
dm2021
(@dm2021)
I do indeed get error messages, and they are fair, but then there is no chance of a retry (by just editting, rather than pushing buttons in the profile).
I suppose once the SF end is [made to work] and this isn’t dev then it will be okay.
It might be okay in production, I certainly can’t promise that! I can’t pretend that it isn’t a complicated plugin to use; syncing is hard and Salesforce is a complicated system.
The main advice I would offer, since you seem to be having general questions, is:
1. Make sure your log settings give you the info you think something is wrong and read what the logs say if something is wrong. Also check your server errors.
2. Use the Mapping Errors tab if a specific record fails and you know that it can be fixed (this lets you manually overwrite the temporary id, for example).
3. Read the plugin’s documentation. It’s included with the plugin, but it’s also available online at https://github.com/MinnPost/object-sync-for-salesforce/tree/master/docs.
4. Check the plugin FAQ and the support forum if you think you have an issue that someone else might have had.
If you run into places where the plugin doesn’t do what you need by default, there are a lot of developer hooks to build add-ons. I don’t provide support for these hooks, but you can likely find developers to hire who can build extra functionality with them.
You can also likely find developers who can help you figure out how to use the plugin if you don’t have specific questions I can answer. It’s a free plugin, so the support I can do is eventually limited.
Thread Starter
dm2021
(@dm2021)
Unfortunately, those developers are me …. 🙂
It’ll be easier when it’s 3 months down the line rather than 3 weeks/days/hours.