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A connector to easily and seamlessly integrate SecuTix and Salesforce will be ready to use in Salesforce AppExchange spring from Spring 2020.
It will allow to leverage Salesforce Service Cloud + Community Cloud (+ Marketing Cloud + 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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Bidirectional synchronisation of contacts
Individuals (=contacts which represent real people) in 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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Structures in SecuTix (contacts which represent companies, associations...) are mapped to Salesforce Account entities.
- It If a Contact (Individual, Realy 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.
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