# WooCommerce + Salesforce integration and analysis

Connect WooCommerce and Salesforce to Hendrik. Review WooCommerce net order and refund data with Salesforce pipeline movement for a verified lead-assisted commerce process.

## The question this stack can answer

Are Salesforce assisted sales showing up as WooCommerce purchases?

## What Hendrik reads from each source

- **WooCommerce:** Orders, refunds included in net order value, product history, customers, and current inventory show what happened in the store.
- **Salesforce:** Leads, opportunities, stages, and campaign membership show whether paid leads become qualified opportunities.

## What you need to connect

- Use one explicit 28-day comparison window, time zone, market, and legal-entity scope before comparing values.
- Connected WooCommerce orders and refunds for the same store and comparison window.
- Connected Salesforce org with agreed lead, opportunity, and stage definitions.
- Keep provider-specific definitions visible and use an identity or product mapping only where it is established for this workspace.

## Important limits

- WooCommerce campaign attribution fields are unavailable; current data does not establish campaign revenue, historical COGS, settlement, or profit.
- CRM campaign and opportunity records require an established identity relationship before attribution claims.

## Illustrative example

### WooCommerce + Salesforce review

Previous: 1–28 January. Current: 29 January–25 February. Both periods contain 28 days. Monetary values use USD and all timestamps use UTC. The example compares acquisition measures with CRM deal progression. A submitted lead and a qualified deal are different events, with different reporting dates.

*About this example: Synthetic data · illustrative analysis · Hendrik only acts with the permissions you give it.*

- net order value (USD, all store channels, 28 days) (WooCommerce): 96,000 USD → 93,000 USD
- qualified opportunities created (count, 28 days) (Salesforce): 28 → 24
- refund value (USD, orders from the prior 28-day cohort) (WooCommerce): 5,600 USD → 7,900 USD

### What Hendrik checks

- **Order and refund dates:** Compare WooCommerce net order value with refund creation and original-order timing. WooCommerce does not supply campaign attribution.
- **Opportunity and campaign definition:** Check Salesforce record type, stage history, campaign membership, and identity coverage before using opportunity movement.
- **Explain the divergence:** WooCommerce: net order value (USD, all store channels, 28 days) changed from 96,000 USD to 93,000 USD. Salesforce: qualified opportunities created (count, 28 days) changed from 28 to 24. Compare the timing and definitions before attributing one change to the other.

### What Hendrik sees

WooCommerce net order value fell and refund value rose. Salesforce qualified opportunities created fell.

### What to do next

Confirm the business process and identity coverage before acting on the combined view; reassess with explicit source definitions.

**Limit:** WooCommerce does not expose a Salesforce campaign or contact join by default.

## Provider documentation

- [WooCommerce documentation](https://woocommerce.com/document/woocommerce-analytics/)
- [Salesforce documentation](https://help.salesforce.com/s/articleView?id=sf.reports.htm)

## Start with this stack

[Create a workspace and connect WooCommerce + Salesforce](https://app.withhendrik.com/auth?mode=sign-up&acquisition_channel=marketing&return_to=%2Fonboarding%2Factivation&cta_location=integration_markdown&landing_page_id=combination-woocommerce-salesforce&combination=woocommerce-salesforce)