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Copy file name to clipboardExpand all lines: src/connections/destinations/catalog/actions-salesforce/index.md
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@@ -20,7 +20,7 @@ Segment’s Salesforce (Actions) destination allows you to create, update or ups
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The Salesforce (Actions) destination provides the following benefits over the classic Salesforce destination:
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-**Fewer settings**. Data mapping for actions-based destinations happens during configuration, which eliminates the need for most settings.
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-**Clearer mapping of data**. Actions-based destinations enable you to define the mapping between the data Segment receives from your source, and the data Segment sends to Salesforce.
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-**OAuth 2.0 support**. Authentication with Salesforce leverages OAuth 2.0 instead of a username/password.
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-**OAuth 2.0 support**. Authentication with Salesforce uses OAuth 2.0 instead of a username/password.
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-**Flexible match keys**. Upsert and update records based on any match key, including external IDs, record IDs, email and other object fields.
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-**Batch support**. Reduce Salesforce overages and rate-limit errors by batching your Segment data to Salesforce's Bulk API 2.0.
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If multiple fields are provided in the Record Matchers object, Segment uses an "OR" operator to query Salesforce for a record. If multiple records are returned upon query, no updates will be made. Segment will instead record a 300 error status for the request, and the request will not be retried. **Please use fields that result in unique records**.
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Please note Salesforce only allows querying on fields that have the "Filter" property. For example, we cannot query on the Case `Description` because it is not a filterable property. You can lookup the standard field properties in [Salesforce’s API documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_rest.htm){:target="_blank"} to determine if a field is available for querying.
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Please note Salesforce only allows querying on fields that have the "Filter" property. For example, Segment doesn't query on the Case `Description` because it is not a filterable property. You can lookup the standard field properties in [Salesforce’s API documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_rest.htm){:target="_blank"} to determine if a field is available for querying.
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## Migrate from Salesforce (Classic)
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To migrate from Salesforce (Classic), complete the following steps before May 31, 2023:
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1. Log in to your Segment workspace and review the copied settings in each new Salesforce (Actions) instance to ensure their accuracy.
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2. Authenticate Segment with Salesforce with OAuth.
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3. Enable the Salesforce (Actions) destination & disable the Classic destination.
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> info "Authenticate with Salesforce"
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> Salesforce (Actions) requires OAuth based authentication while Salesforce Classic uses tokens and credentials. Because of this, Segment can't migrate authentication credentials. Your workspace owner must login and configure OAuth Authentication for each Salesforce (Actions) destinations that were migrated.
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If you have more than one Salesforce instance connected to Segment, repeat these three steps for each instance.
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Keep the following in mind as you begin to use Salesforce (Actions):
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- Salesforce (Actions) supports batching. The workspace owner can edit the enabled-batching field manually for any of the mappings. This setting is disabled by default.
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- Salesforce (Actions) doesn’t support Delete CRUD operations on Custom Object. Custom Objects with CRUD the operation set to `delete` are not migrated.
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- Sending Identify events to Salesforce (Classic) results in a create or update operation for Leads, and maps properties from `event.traits` Salesforce (Actions) does not support this behavior. By default, the migration tool maps only a subset of the most used Lead properties as mentioned below. The workspace owner must map any additional Salesforce properties or Custom properties manually.
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Review the tables below to see how settings from Salesforce (Classic) were migrated to Salesforce (Actions).
| Billing Street | Created only if the **Send Address as Billing Address** property is set in Salesforce (Classic). Defaults to `coalesce(traits.address.street, traits.street)`. |
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| Billing City | Created only if the **Send Address as Billing Address** property is set in Salesforce (Classic). Defaults to `coalesce(traits.address.city, traits.city)`. |
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| Billing State | Created only if the **Send Address as Billing Address** property is set in Salesforce (Classic). Defaults to `coalesce(traits.address.state, traits.state)`. |
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| Billing Country | Created only if the **Send Address as Billing Address** property is set in Salesforce (Classic). Defaults to `coalesce(traits.address.country, traits.country)`. |
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| Billing Postal Code | Created only if the **Send Address as Billing Address** property is set in Salesforce (Classic). Defaults to `coalesce(traits.address.postalCode, traits.postalCode)`. |
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| Shipping Street | Created only if the **Send Address as Shipping Address** property is set in Salesforce (Classic). Defaults to `coalesce(traits.address.street, traits.street)`. |
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| Shipping City | Created only if the **Send Address as Shipping Address** property is set in Salesforce (Classic). Defaults to `coalesce(traits.address.city, traits.city)`. |
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| Shipping State | Created only if the **Send Address as Shipping Address** property is set in Salesforce (Classic). Defaults to `coalesce(traits.address.state, traits.state)`. |
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| Shipping Country | Created only if the **Send Address as Shipping Address** property is set in Salesforce (Classic). Defaults to `coalesce(traits.address.country, traits.country)`. |
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| Shipping Postal Code | Created only if the **Send Address as Shipping Address** property is set in Salesforce (Classic). Defaults to `coalesce(traits.address.postalCode, traits.postalCode)`. |
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## FAQ
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### How do I enable a sandbox instance?
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Your Salesforce sandbox username appends the sandbox name to your Salesforce production username. For example, if a username for a production org is `[email protected]` and the sandbox is named `test`, the username to log in to the sandbox is `[email protected]`.
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### How do I add custom fields?
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Custom fields can be included in the Other Fields mapping. Custom fields must be predefined in your Salesforce account and should end with `__c` (i.e.`My_Custom_Field__c`). Please include the `__c` in your mapping.
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Custom fields can be included in the Other Fields mapping. Custom fields must be predefined in your Salesforce account and should end with `__c` (for example,`My_Custom_Field__c`). Please include the `__c` in your mapping.
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You can see Salesforce API names in Salesforce under **Setup > Objects and Fields > Object Manager > Select your object > Fields & Relationships > FIELD NAME**.
Copy file name to clipboardExpand all lines: src/connections/destinations/catalog/salesforce/index.md
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title: Salesforce Destination
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strat: salesforce
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id: 54521fda25e721e32a72eeef
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maintenance: true
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maintenance: false
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private: true
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---
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> warning "Deprecation Notice"
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> Due to Salesforce retiring certain APIs on May 31, 2023, Segment is deprecating this destination. During the week of April 24, 2023, Segment will create an instance of the [Salesforce (Actions)](/docs/connections/destinations/catalog/actions-salesforce/) destination for each version of the Salesforce classic destination in your workspace.
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>
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> Settings will be migrated automatically, but you must take additional action to ensure the destination is properly enabled.For more information, see [Migrating from Salesforce Classic](/docs/connections/destinations/catalog/actions-salesforce/#migrate-from-salesforce-classic)
Segment's Salesforce destination allows you to create and store leads and records for other objects in Salesforce Sales Cloud.
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> info ""
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> Segment is aware of Salesforce's plans to enforce multi-factor authentication in 2022, and advises migrating to our new [Salesforce (Actions) destination](/docs/connections/destinations/catalog/actions-salesforce/) which supports OAuth 2.0.
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