Founded in 2009, Perfect Health set out with a singular mission: to provide high-quality nutritional supplements by scientific research and trusted by leading private clinics.

They always focus on preventive health, with products crafted to support the well-being of individuals proactively based on diagnostic research.

Challenges Faces by Perfect Health

Perfect Health faces challenges with maintaining seamless data synchronization between WooCommerce (its e-commerce platform) and Salesforce (its CRM and order management platform). 

Perfect Health requires a multisite function in this they require the data of Perfect Health and Perfect Lab will be synchronized at the same Salesforce account.

Additionally, the client wanted to implement more advanced features for managing product variations, field mappings, and real-time updates. Their existing processes were creating inefficiencies, especially in the following areas:

1. Complex Product Data Structure: Managing the various types of products (simple, variable parent, and product variation) and ensuring that the correct product type and variation information was passed between WooCommerce and Salesforce.
   
2. Field Mapping: The need for custom field mappings between WooCommerce and Salesforce to ensure product data, including variations and parent-child relationships, were accurately transferred.
   
3. Real-Time Sync: A requirement for real-time bidirectional synchronization between WooCommerce and Salesforce for not only product data but also subscription information, which was critical for maintaining accurate order and customer records.

Solution

To address Perfect Health’s needs, we implemented a highly customized integration solution between WooCommerce and Salesforce. 

Key Implementations of Woocommerce and Salesforce Integration

1. Custom Product Type Field: Salesforce Product Records added a new picklist field, allowing users to classify products into three categories: Simple Product, Variable Product Parent, and Product Variation.
   
2. Lookup Field for Product Variations: Salesforce introduced a lookup field to link product variations to their parent products. This action helped maintain the correct hierarchical relationships between products and their variants.
   
3. Real-Time Bidirectional Sync: The integration allows bidirectional synchronization of product data, ensuring updates in WooCommerce and Salesforce reflect accurately.
   
4. Field Mapping: The solution includes dynamic field mapping, syncing WooCommerce and Salesforce product and subscription data, like name, price, SKU.
   
5. Subscription: Perfect Health required integration to sync subscription data between WooCommerce and Salesforce, updating recurring orders and details automatically.
   
6. Data Flow: We set up specific data flow rules for different types of products, ensuring the correct processes are following-
   Simple Products: Created and updated from both WooCommerce and Salesforce.
   Variable Products: Created in WooCommerce, updated in both WooCommerce and Salesforce, ensuring product information, parent-child relationships, and variations in sync.
   

Result After Successful Integration

Perfect Health has always prioritized high-quality nutritional supplements.

• A customized WooCommerce-Salesforce integration streamlined product management and order processing, improving operational efficiency.
• By implementing real-time syncing, dynamic field mapping, and custom classification, we meet client needs and focus on health promotion.
• This integration boosted efficiency and positioned Perfect Health for continued success in the growing health and wellness industry.

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