Issues with field mapping

  • Resolved codestylist

    (@codestylist)


    4 years, 2 months ago

    Hey guys.

    I’m new on Salesforce and using your plugin. Unfortunately, I get in trouble with field mapping.
    I started to connect Salesforce and it works. Next step would be to do the field mapping on Fieldmaps tab.
    For doing it I added a new fieldmap, selected the Salesforce Object “Contact” and saved it. After opening the edit link, I got some Allowed Record Types and selected the type “Contact”. But the pull-down Default Record Type remains empty. I do not get any default record type to do the field mapping, I guess.
    The Scheduling Pull from Salesforce is set to 10 minutes, the queue has 2 items and I checked the cron wit WP Control (as you mentioned in your FAQ).

    Now, I’m at the end of my knowledge and hope you can push me into the right direction to get the field mapping done.

    Thank you in advance

Viewing 4 replies - 1 through 4 (of 4 total)
  • Plugin Author Jonathan Stegall

    (@jonathanstegall)

    I think this might be a Salesforce issue. Normally Contacts don’t have record types, that I’ve seen at least. For an object that does have record types, the setup looks like this image.

    https://user-images.githubusercontent.com/435342/92638577-1937d500-f2a0-11ea-84b4-2c8d1580ccd4.png

    If you have allowed record types but cannot pick a default record type, I think you may need to work on your Salesforce setup. This isn’t something we can help with here, but that is my advice for where to look.

    Thread Starter codestylist

    (@codestylist)

    Thany you, @jonathanstegall, for your quick reply. I really appriciate this.
    Maybe I do not understand how to add fields to the mapping. I understood I have to select a Default Record Type first. If this is not necessary my question is, how do I map fields.
    Clicking on the Button Add another field mapping results in nothing. Means, clicking does not start any action.
    Maybe I’m totally wrong. Is there a video or documentation where the mapping is described?
    At the moment I feel lost and I hope to get your advice to understand how the system works.
    Thanks a lot for your effort.

    Plugin Author Jonathan Stegall

    (@jonathanstegall)

    Well there is a lot of plugin documentation. There are a few screenshots, but no videos. You can see all of the documentation in the plugin folder, or on GitHub.

    You do have to select a default record type if there are record types available. But why your contact object has any record types is not clear to me; that is not default Salesforce behavior as far as I know.

    If you see the button that says “Add another field mapping” that means it already thinks you have at least one field mapping (otherwise it says “Add a field mapping”. But if nothing is happening, I think maybe you have JavaScript errors happening.

    So here’s what I think is happening. Either:

    1. You have JavaScript errors. This is maybe the best place to start. Try another browser, maybe, or do some investigating in the browser console to see if it reports errors. You might even have other plugins that are causing conflicts, and you could disable them.
    2. Or, you have Salesforce configuration issues. This might be permission settings.

    If there are JavaScript problems, it’s certainly not how the plugin should behave, but I’ve also not seen this happen on any other setups, so it may take you some time to find out what is causing it.

    Thread Starter codestylist

    (@codestylist)

    Thank you once more @jonathanstegall for your time and reply.
    The hint aobut the JavaScript error was the push to the right solutiuon. I checked the console and there was a JavaScript error with jQuery. So, I deactivated the plugin which occures the error and – magic – the “Add another field mapping” buttons works. And, I could map the fields I needed. Great!
    Once more, sorry I have bothered you and thank you for your knowledge.

Viewing 4 replies - 1 through 4 (of 4 total)
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