Netx Next you will find useful to know information about the usage and limitations of the Secutix-Salesforce connector.
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Using the Cloning button with Accounts, Contacts and PersonAccounts
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Some fields that in Salesforce accepts as an input any text, in Secutix are limited to a centain set of values. Namely, these field are Title (for Contact and PersonAccount) and the different addresses Country field.
To avoid synchronization errors, some consideretaions considerations are to be taking taken into account.
For Title field only valid values will be sent to SecuTix. This doesn´t mean that you cannot enter any value in this field, but it won´t be saved in SecuTix unless it is a recognized value. In case it is not, SecuTix will save a default UNDEFINED value in the field. In any case, the original text will persist in Salesforce. For example, if for a Contact in Salesforce we set the Title to His Majesty (not recognized value in SecuTix) it will be saved in Salesforce, but in SecuTix we will see 'Undefined'. This 'Undefined' value will not be sent back to Salesforce from Secutix later, in order not to override any other possible vlue there might already be, unless it changes to some different and valid value. Valid SecuTix values for this field are: 'MISS', 'MRS', 'MR', 'MR_AND_MRS', 'UNDEFINED', 'LADIES' and 'GENTLEMEN'.
For the Country field, SecuTix recognizes the ISO 3166 list of 2-char country codes. Setting these fields to any other value will cause a syncrhonization error. For the full country code list, please refer to the Alpha-2 column found in this link: https://en.wikipedia.org/wiki/List_of_ISO_3166_country_codes.
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(SecuTix settings screen. See how, even when the textboxes appear amptyempty, we can fin find the actual values in the setup screen pointed out above)
Mapping language and custom fields
Although it may looks ticky tricky at first sight, the mapping language used in SecuTix App is actually a very simple and quite flexible tool that allow us to cherry-pick the values of SecuTix objects (Individuals, Structures, Addresses...), modify them to some extent (concatenation, negation), and plug the result to a given Salesforce field (standard or custom).
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With the same mapping language describe described above, there is also a the possiblity to read values from the interface configuration in the form of Interface or Custom ParameterParameters. To do so, the Secutix Attribute Name must fe be in capital letters, its first part must be PARAM followed by '/', and the second part must match the name of the paramenter we want to use here. This is by default used for the Record Type in bot both Accounts and PersonAccount objects, but it may be used with any other interface parameter. Below you may find the names of the current standar standard parameters of the interface: (TO-DO)
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