How to map Gender in the Mapping Wizard

hannah.quinn01
hannah.quinn01 LSEG
edited January 15 in World-Check Customer Risk Screener

Recent question from a customer - posting here for the community.

Issue: customer was not able to add the standard Salesforce field GenderIdentity from the Contact object to the CRS mapping wizard. The field did not show up.

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Answers

  • hannah.quinn01
    hannah.quinn01 LSEG

    The Gender Values accepted by World-Check One are limited and do not currently match the out of the box values contained in Salesforce GenderIdentity field. Accepted values are "Male", "Female", "Unspecified" and a blank value. to work around this:

    1. Create a custom text formula field that translates the values in the GenderIdentity field.

      Code snipit:
      IF(
      ISBLANK(TEXT(GenderIdentity)),
      "",
      IF(
      OR(
      ISPICKVAL(GenderIdentity, "Male"),
      ISPICKVAL(GenderIdentity, "Female")
      ),
      TEXT(GenderIdentity),
      "Unspecified"
      )
      )
    image.png

    2. Then map this field into your mapping wizard:

    image.png

    Test and deploy.

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