Sawfish: WordPress Salesforce Integration Plugin to Display Records on Pages

What can I create?

Select your fields and instantly create a searchable, sortable table from any custom or standard object. Your users can click on a row to view more fields on a new detail page.

[showsforce fields="Name,Type,BillingCountry" o="Account" t="1" by="Id" n="100" page="6"]

1. Click to Copy Code
2. Paste onto your Pages, Posts or Page Builder!
3. All done! 😎

Select your fields and instantly create a searchable set of cards from any custom or standard object. Your users can click on a card to view more fields on a new detail page.

[showsforce fields="Name,Id,Phone,CreatedDate" o="Account" by="Id" n="100" filter="Active__c=true"]

1. Click to Copy Code
2. Paste onto your Pages, Posts or Page Builder!
3. All done! 😎

Make your own custom layouts using HTML and field info. Using filters you can directly specify the record(s) you'd like or connect it from the above Card, Table layouts. Style it with colors, fonts, also supports JavaScript.

[sectionsforce o="Account" by="Id" n="1" ]
<h2>{!Name} </h2>
Phone: {!Phone}
State: {!BillingState}
Record ID: {!Id}
[/sectionsforce]

1. Click to Copy Code
2. Paste onto your Pages, Posts or Page Builder!
3. All done! 😎

Build advanced front end interfaces like maps or directly use the Salesforce records inside your custom WordPress Templates/PHP files by adding the shortcode inside WordPress' do_shortcode() function. More info on do_shortcode()

[showsforce fields="Name,Type,BillingCountry" o="Account" t="3" by="Id" n="100" page="6" filter="Active__c=true"]

1. Click to Copy Code
2. Paste onto your Pages, Posts or Page Builder!
3. All done! 😎

Give protected WordPress login access to unlimited users, the plugin will match them with the users WordPress email and show their specific Salesforce information.

[sectionsforce o="Contact" by="Id" n="1" filter="Email = $WPEmail"]
<h2>{!Name} </h2>
Phone: {!Phone}
State: {!MailingState}
Record ID: {!Id}
[/sectionsforce]

1. Set the filter to match an Email field with the users Logged in WordPress ID.
2. Once the user logs into the page they will see the information specific to their record in Salesforce.
3. Build detailed layouts comprising of the logged in user's field information, update and create forms, related records and more.

A more stylish Volunteers for Salesforce calendar, set your own colors, filters and easily connect to Sign Up form. No embeds, no iframes, all in WordPress.

[showsforce fields="GW_Volunteers__Volunteer_Job__r.Name,GW_Volunteers_Start_Date_Time_c,
GW_Volunteers_Number_of_Volunteers_Still_Needed_c,Signup_Link_c,GW_Volunteers_To o="GW_Volunteers Volunteer_Shift_c" filter="GW_Volunteers_Start_Date_Time_c = THIS_MONTH" by="Id" n="1000" t="2" c="61" p="387" k="4"]

1. Click to Copy Code
2. Paste onto your Pages, Posts or Page Builder!
3. All done! 😎

Show your upcoming events in Calendar layout with Month, Week, Day and List views. Easily setup connect to Registration Links or set up a event register form.

[showsforce fields="Name,Session_Date__c,Level__c,Languages__c,Sign_Up_Link__c" o="Session__c" by="Id" n="100" t="2" c="03" f="4" p="34567" k="5" filter="Session_Date__c!=null" ]

1. Click to Copy Code
2. Paste onto your Pages, Posts or Page Builder!
3. All done! 😎

Send info from your WordPress site to Saleforce, connect to any custom or standard object.

Create forms can be setup either using a free drag and drop builder OR Elementer Forms.
Check documentation on forms for more detailed info.

Give your users the ability to update their Salesforce info from your WordPress site, connect to any custom or standard object.

Update forms can be setup either using a free drag and drop builder OR Elementer Forms.
Check documentation on forms for more detailed info.

Show the latest information from your Salesforce Reports on WordPress. Customize with labels, colors and chart types.

[reportsforce id="00O0K00000AE8e1UAB" summary="2" chart="area" ]

1. Click to Copy Code
2. Paste onto your Pages, Posts or Page Builder!
3. All done! 😎

You can create bar, area, line, grouped charts, pie, donut and gauge charts.
Check documentation on reports & charts for more detailed info.

We are a healthcare staffing firm in Dallas, TX, USA. We needed a plug-in that would allow for a direct API between our Salesforce and WordPress website that would be easy to build, maintain, and would include a real-time API call without any crazy coding or expensive software.

Sawfish gave us the ability to publish all our jobs in Salesforce onto our website in real-time, dramatically increasing the number of job applicants, candidates, and placements with our clients.

Upon go-live of the Sawfish integration, we saw immediate traction on our published jobs, as well as applications, candidate presentations, and overall job placements. Allen is amazing – very experienced, professional, responsive, and efficient – and the connection works like a charm!"

Frankie Farrar-Helm

Director of Marketing
Western Healthcare, LLC

Features

Display, Create, Update records.
One plugin for all of your WordPress + Salesforce requirements

Super Simple Interface

Present information from Salesforce in style with a set of cards or a table. Take advantage of simple tools for setting up complex filters, get the right records you need. Easily place in posts, pages or a text widget in any section of your WordPress site.

No Object Sync. Real-time

Sawfish pulls information from Salesforce in real-time to display in WordPress. This means your data is not copied to two places. Make changes securely in Salesforce and watch the information get updated instantly on WordPress.

Optimized for Millions of Page Visits

Sawfish runs on some of the largest websites supporting millions of page loads a day. The plugin works in tandem with WordPress' intelligent website performance systems. This means you can display your Salesforce content to loads of users without ever thinking about API limits.

Update & Create Records from WordPress

Forms to edit both custom and standard object records from WordPress. Retrieve lookup field values to Update and Create Salesforce records in real-time. Pre-populate form fields and enable users to keep their data updated.

Unlimited User Logins

If you'd like to restrict access, you can combine the free User Management functions in WordPress to build powerful membership pages. When users login to your WordPress site, they only see/update their records. Yes, you can create as many users as you like! Perfect for sharing real-time data securely with thousands of team members/volunteers who don't have Salesforce access.

Share Insights with Real-time Dashboards^NEW

Connect to any Salesforce report and create any type of chart. Present the impact of your efforts with real-time information. Set it behind a login or as a public page. Ideal for sharing insights with your stakeholders who do not have Salesforce access. Same info from Salesforce Dashboards now on your website!

Super Smart Design

Designed to integrate seamlessly with your WordPress theme. The fluid layouts update dynamically according to the screen size, your users get a unified experience on every device. Sawfish handles the heavy lifting for you. You can also add customizations to suit your specific requirements.

Use Salesforce Fields in WordPress Content

You can now build pages combining page text with Salesforce field values. Include the name of the fields inside your pages in the {!FieldName} format and have it loaded with real-time data from Salesforce! You can have field values in your text content, custom HTML or JavaScript. This means you have full control on the style, format and design. Style it to your liking!

Calendar View with Links

Now your clients get to view records in Monthly, Weekly, Daily and List views. Best of all, you get to update dates and timings in Salesforce and have the info updated real-time on your site! Easily link events to registration and RSVP pages.

Better Volunteers for Salesforce (V4S) Integration

Display upcoming volunteer shifts on a calendar in your WordPress site without using any iframes. Volunteers would be able to click on the shift and easily sign up using a form. Simple to customize and looks great both on mobile and desktop screens!

Connect Elementor Forms to Salesforce

Use your favorite page builder to easily create forms - create, pre-populate and update records on Salesforce. Not using Elementor? All good! You can setup the same form features without Elementor too. We have step-by-step instructions to get you live in minutes!

Build Salesforce Dashboards on WordPress

Simply select the Salesforce report you want and create a neat dashboard in seconds!
The charts get updated instantly with new updates made on Salesforce. Set up bar charts, pie charts, gauges and metrics matching your site styling and color theme.

Ideal for:
Impact Reports, Donation Campaigns, Volunteer Dashboards & more...

Boost Fundraising with Real-time totals

A proven way to instantly increase donations. Rally your supporters towards your goal!

Using the Sawfish plugin you can add live Campaign donation totals that update after each donation. Set it up alongside your donate button or form in a matter of seconds.

Create Fun Layouts

Pages created with Sawfish automatically match your WordPress theme. Present live data from Salesforce, the Calendar layout lets your users quickly filter views based on any field that you select. They can also hover on events to view more info or click through to other pages like registration form links. You can control which events to show on the website calendar using their field values in Salesforce. Zero code or clunky iframes needed.

Complete WordPress-Salesforce Integration

No synchronization, no mapping delays. Provide your users with real-time Salesforce access. Your users can login securely on WordPress to access and update their information stored in Salesforce. Easily view and update field info (and related records!).

Ultra Portable

Easily display information of any field from both standard and custom objects, with Sawfish you get features of a sophisticated Salesforce website integration that usually takes weeks to build. You get all the benefits packaged and accessible to you in a simple installable plugin.

Easy-to-use interface

Sawfish includes user friendly set of options for building Salesforce queries, without the need for code. Just pick the object you want to display, select the fields and simply drag and drop to rearrange the way you need. Sort by any field, fine-tune the results by specifying additional conditions.

Yes! Tables option as well

Want to show the records in tables instead of cards or calendars? We got you covered. Every layout arranges beautifully - complete with a powerful, lighting fast search option. This means your users can find the exact record, instantaneously, by any field. You can also link these Cards and Table rows to detail pages that show more fields!

Add Salesforce fields Dynamically

You can create your own custom sections in addition to the Calendars, tables and card layouts. Insert the same {!FieldName} merge field format used in Emails onto your text, HTML or custom scripts. Build anything you like with real-time Salesforce data!

Works with your favorite page builder

We have detailed step-by-step instruction in our docs section so you can easily insert Salesforce layouts alongside your drag and drop page builder sections! Works easily with Elementor Forms to send info to Salesforce

Frequently Answered Questions

Do I need to know Salesforce code to use this Plugin?

Nope, Nej, Nein. The Sawfish interface is designed to make it easy for anyone to build a query and have it translated to Salesforce-speak to retrieve the exact information your need. If you have published a page in Wordpress, you are all set!

How do you connect Salesforce with the WordPress website?

Sawfish uses OAuth 2.0, an authorization framework, the same used by Salesforce, Facebook and Google - to securely connect your Wordpress site to your Salesforce instance. This enables you to perform queries and read records, remotely without saving your login Usernames or Passwords on your website.

What is a Connected App? Could you help me set it up?

Connected App is a feature in your Salesforce instance that lets you manage outside connections. It manages the integration with WordPress, giving you flexibility to revoke anytime. We have easy to setup instructions in our documentation section about connecting the plugin to your Salesforce instance. In case you'd like assistance, we are happy to walk you through the steps.

I want to have 17 fields on my table, would it still look good on an ancient iPhone 4s?
(╯°□°)╯︵ ┻━┻

Yes! Sawfish has smart layouts that are designed to work well on smaller screens as well. Keep those fields coming.
┬─┬ ノ( ゜-゜ノ)

Does this Plugin work with all Salesforce editions/versions?

A few editions don't support API Access needed to connect with your website. It would NOT work if you have Contact Edition, Group Edition or Professional Edition. Click here for an easy way to check your Salesforce edition.

We have NPSP, Salesforce for Non-Profits. Would this WordPress plugin work for us?

Yes!

Do you offer discounts for Non-Profits?

We have the same pricing for all users. Most of the current Sawfish plugin users are non-profits :)

The Calendar event colors are quite ...fancy

You're welcome! Our designer drank a ton of coffee to make sure it looks as vibrant as possible. You should totally check out his portfoli..

Cool...so how do I change it?

The event colors are completely customizable so you can set it to show your brand colors.
(･_├┬┴┬┴

See How it Works

Advanced layouts, logins, links, images, youtube urls - all from Salesforce. You can see your requirements on a live site so your team can check it out before install. Send us a quick email with a short description of what you'd like to
or click here to book a quick 15 min demo

Join Us

Non-profits, Educational Institutions, Business Owners, WordPress Developers, Web Designers and Salesforce Admins are creating data-driven pages with Sawfish plugin.

At first we wanted to use the EVENTS CALENDAR plugin and download salesforce events with .ics as it is not possible to connect salesforce data yet.

Sawfish plugin helped us add a salesforce calendar that is updated automatically. The view is very cool and the new feature to filter with fields and added color options is amazing progress!

I also want to add that the after sales service is very impressive, Allen spent a lot of time to hear me and find solutions, this is the first time I have had help like this."

Jeremy Petoux

Entrepreneur

Pricing Options

Save thousands of dollars on website development costs.
You get to create beautiful layouts, whenever you need using your latest Salesforce data.

Trusted by 150+ organizations around the world!

Annual

19

per month (paid annually)

Create Unlimited pages with Cards, Tables, Calendars Layouts using Salesforce data

Custom Layouts with images, links, youtube urls

Create WordPress-Salesforce logins for Unlimited users

Real-time Info from Salesforce

Update and Create Salesforce records from WordPress

Connect Elementor Pro forms to Salesforce

Create Real-time Charts & Dashboards from Salesforce Reports

Dedicated Support

Installation Assistance

Latest Feature Updates

Download

Have a Question?

Fill in the form to the right or send us a quick email and we'll reply as quickly as we can!

Email:

or Click below to book a quick 15 min chat!

Sawfish

Plugin

WordPress Plugin for Salesforce

Display real-time Salesforce data on WordPress + send form info from WordPress to Salesforce

1. Download

2. Connect

3. Create