TABS: Salesforce-to-Wordpress Sync

Experience Cloud School Profile Data Project

The Association of Boarding Schools (TABS) is a not-for-profit membership organization of approximately 225 college-preparatory boarding schools in the US, Canada and abroad. TABS mission is two-fold: to provide professional development and learning resources to administrators and staff at member schools, and, help promote the boarding school option by bringing interested families to the schools through a consumer-based web platform.

TABS wanted to consolidate data on member schools into Salesforce. In previous years, each school’s membership information along with TABS’ professional learning event data had been migrated to Fonteva for Salesforce. Now it was time to bring over the rich, multi-layered data that fed the front end of a consumer-geared website (offering a robust profile page for each member school). The profile is robust and contains images, video, admission and tuition information, financial aid information, and details regarding the programs offered at the school. The data needed to be accessible and editable to certain users from the member schools.

GOALS

• migrate existing school profile data set to Salesforce 

• set up an user interface by which member school staff could easily login and edit their school profile data

• push that data from Salesforce to Wordpress-hosted website

CHALLENGES

• The data set was extremely large and complex

• The users (TABS staff and members) would need to be effectively communicated with and trained for successful adoption 

• Testing and roll-out would have to be thorough and strategic so as not to disrupt consumer website experience

SOLUTION

• Custom Object & Fields

• Data Migration

• Multiple Salesforce Flows

• Integration with automation tool, Zapier, and Object Sync Wordpress Plugin for Web Sync

• Custom Interface on Salesforce Community

• Training & Effective Communication

Tipping Point created a custom object to house School Profile data, and through a series of multiple screen flows inserted on custom Salesforce Community pages, the school user is able to navigate section by section through their school profile data to edit each piece of information.

We also integrated via Salesforce Connected App with the Wordpress plugin “Object Sync” to build custom fields and templates on TABS’ consumer website. Each time a profile is updated from Salesforce, the data pushes over dynamically and refreshes the consumer website.

Finally, through a series of video-tutorials and email communications, TABS’ staff and member users were able to understand and start using the new editing interface. This has been a giant step in bringing Salesforce alive as the source of truth for TABS member data.