Salesforce WordPress Integration: Forms, Sync and SSO Options
Web-to-Lead, forms plugins, two-way sync, SSO and Experience Cloud: how to connect WordPress to Salesforce and which option fits.
Four specification data automations that pay for themselves in a month
Component naming, pallet hi and load cube, unit conversion and the export somebody rebuilds by hand. Small configuration jobs that remove a recurring manual step and the errors with it.
The supplier ingredient request is where product development actually stalls
Requests that live in email have no status, no version and no owner. What changes when the request becomes a record, and the silent automation failure that costs weeks.
Merging two specification orgs without losing the compliance record
A spec org consolidation is a decision project with a data migration attached. The packaging hierarchy, the picklists and the archive rules are where the time goes.
EPR reporting turned packaging data into a filing requirement
Seven states took producer packaging reports this year and the EU rules are now in force. All of them ask the same questions of your spec data. Here is what has to be in place before the next cycle.
What actually breaks in a Filevine migration, and how to stop it
Five failure modes we see in Filevine migrations off Needles, Neos, ProLaw and Clio, all of them visible before anyone touches a record.
Your intake problem is not lead volume. It is the ninety minutes after the form
The firm that answers first usually signs the client. A look at why static forms lose the race, and what an intake agent has to do to win it.
Filevine SharePoint Integration: What Two-Way Document Sync Has to Get Right
Most Filevine SharePoint sync is a one-way backup. The four things a real two-way integration has to handle, how MatterOrbit does each one, and what setup looks like.
Salesforce API Retirement: Versions 21 to 30 Are Gone, SOAP login() Retires in Summer ’27
🚨 Salesforce Automation at Risk: API Retirement Could Break Your Org in Summer ’25, and What Retires Next Published: July 9, 2025 Update, September 2026 Versions 21.0 to 30.0 are gone. The SOAP login() call is next, in Summer ’27. The retirement this post warned about has happened. Since the…
Integrate WordPress with Salesforce Pardot Using Single Sign-On (SSO)
Integrate WordPress with Salesforce Pardot Using Single Sign-On (SSO) Integrating WordPress with Salesforce’s Account Engagement (formerly Pardot) using Single Sign-On (SSO) allows for seamless user management and enhanced security. Follow these steps to set up the integration. Step 1: Download and Install the Account Engagement Plugin Log into WordPress: Navigate…