Description
SECUTIX is SecuTix is now an official SalesforceISVForce ISV Force partner. A This is a connector to easily and seamlessly integrate SecuTix SECUTIX and Salesforce will be ready to use in Salesforce AppExchange from Spring 2020.It will allow easy and seamlessly. It allows to leverage Salesforce Service Cloud + , Community Cloud (+ , Marketing Cloud + and Sales Cloud to some extend in this first release), yet allowing you to fully customize Salesforce processes/workflows to exactly fit your needs…
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needs.
Main features
- Bidirectional synchronization of contacts
- Sales synchronization from SECUTIX to Salesforce
Possible customizations
- Flexible synchronisation for contacts
- Flexibility in sales synchronization
Main features
Bidirectional synchronisation of contacts
Contacts will be fully synchronized between the two platforms in quasi real-time.
Individuals (contacts which represent real people) in SecuTix SECUTIX are mapped in Salesforce as entity PersonAccount or Contact (it is a setup decision depending of the availability of PersonAccount in your Salesforce organization)
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- If a Contact (Individual, Relay or Structure) is modified in SecuTix, the changes are propagated to the relevant object in Salesforce.
- If an Account, PersonAccount or Contact is modified in Salesforce, changes are propagated to SecuTix.
Sales synchonization from
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SECUTIX to Salesforce
Now it is also possible to have SecuTix sales integrated in Salesforce with the FirehoseOrder-Salesforce plugin.
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The default Saleforce object to which SacuTix sales are mapped is a custom object called SecutixSale, but is also possible to change this and select any other available Salesforce object, custom or native. Each of these Salesforce objects will represent one SecuTix operation.
Possible customizations
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: Flexible synchronisation for contacts
SecuTix offers many custom fields for contacts : criteria, authorization, indicators...
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Or here, the system will read the address which is the main one, then will concatenate the 3 fields describing an address in SecuTix with EOL (End of line) characters between them, and map them to Salesforce unique address field.
Possible customizations: Flexibility in sales synchronization
A lot of customization is possible to specify which fields are mapped from SecuTix sales and how. This is done By a set of mappings defined directly in the plugin through the interface configuration screen. The mapping language use for this is similar to that used for the contact, but it is simpler while keeping its flexibility.
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In the picture can be seen an example of how we see the secutixSales for Mrs. Edna Frank. The infomation shown here is fully configurable through the Name parameter mapping
Interested ? Simply contact your account manager or open a service ticket in the Service Desk
Applicable geographies
All countries
Find out more
If you would like to know more about Salesforce, please refer to your Customer Success Manager at SECUTIX or check this useful link about Salesforce organization administrators. If you are already an administrator of an organization using SecuTix App, there is a page with very useful information for you. Check it out! : Information for Salesforce organization administrators about SecuTix application