From b5f48d2072de583b1fb45e8900a6ff9b01c2e0c9 Mon Sep 17 00:00:00 2001 From: forstisabella <92472883+forstisabella@users.noreply.github.com> Date: Thu, 26 Sep 2024 12:57:40 -0400 Subject: [PATCH 1/3] add actions v2 section to salesforce actions docs --- .../catalog/actions-salesforce/index.md | 27 +++++++++++++++++++ 1 file changed, 27 insertions(+) diff --git a/src/connections/destinations/catalog/actions-salesforce/index.md b/src/connections/destinations/catalog/actions-salesforce/index.md index ae3e9b4ff0..6f2476d05a 100644 --- a/src/connections/destinations/catalog/actions-salesforce/index.md +++ b/src/connections/destinations/catalog/actions-salesforce/index.md @@ -42,6 +42,33 @@ Before you connect Segment to Salesforce, please ensure you have a Salesforce ac > _For additional information on these limitations, see the Salesforce [Manage OAuth-Enabled Connected Apps Access to Your Data](https://help.salesforce.com/s/articleView?id=sf.remoteaccess_request_manage.htm&type=5#:~:text=Each%20connected%20app%20allows%20five%20unique%20approvals%20per%20user.){:target="_blank”} documentation._ +## Actions v2 + +Segment created new Actions v2 to provide you with additional access to features. Segment's Actions v2 support the following features: + - **Sync modes**: Control how Segment updates Salesforce by selecting a [sync mode](#sync-modes), or a strategy for updating your downstream data. + - **Dynamic dropdowns**: When creating or updating a mapping in the Segment app, the dropdown auto-populates all of the available properties directly from Salesforce. + - **Create and modify data**: Use Sync modes to create objects in your downstream destination without having to leave the Segment app. + +> warning "" +> You might need to reauthorize your Salesforce account to use all of the features associated with Actions v2. + +The following Actions support the Actions v2 functionality: + - [Account v2](#account-v2) + - [Custom Object v2](#custom-object-v2) + - [Case v2](#case-v2) + - [Opportunity v2](#opportunity-v2) + - [Lead v2](#lead-v2) + - [Contact v2](#contact-v2) + +### Sync modes +Sync modes allow users to define how Segment should update the data in your destination. + +Available sync modes for the Salesforce (Actions) destination include: +- **Add**: Add a new record when the specified identifier doesn't exist. If it does exist, Segment skips the record. +- **Update**: Update a record if a match with the specified identifier is found. Segment does nothing if the record doesn't exist. +- **Upsert**: If a record with the specified identifier is found, it is updated. If not, Segment creates a new record +- **Delete**: Remove the record associated with a specified identifier. Not available when using batching. + {% include components/actions-fields.html %} ## Configuration options From f40d412989e03101755d1b7e9c58935816cb77c9 Mon Sep 17 00:00:00 2001 From: forstisabella <92472883+forstisabella@users.noreply.github.com> Date: Thu, 26 Sep 2024 12:59:30 -0400 Subject: [PATCH 2/3] [netlify-build] --- src/connections/destinations/catalog/actions-salesforce/index.md | 1 + 1 file changed, 1 insertion(+) diff --git a/src/connections/destinations/catalog/actions-salesforce/index.md b/src/connections/destinations/catalog/actions-salesforce/index.md index 6f2476d05a..783e87c506 100644 --- a/src/connections/destinations/catalog/actions-salesforce/index.md +++ b/src/connections/destinations/catalog/actions-salesforce/index.md @@ -201,3 +201,4 @@ For "Bulk Upsert External ID", see [Salesforce’s help documentation](https://h > warning "" > The field mapped to Bulk Upsert External Id should **not** be included in the Other Fields mapping. Including it as a custom field will cause an error in Salesforce. Although the Bulk API may return successful responses, the [Bulk Data Load Jobs](https://help.salesforce.com/s/articleView?id=sf.monitoring_async_api_jobs.htm&type=5) page in Salesforce will display error messages for failed operations. + From a458456c5e5ef643ada2c461b102d5b2d7ce09fd Mon Sep 17 00:00:00 2001 From: forstisabella <92472883+forstisabella@users.noreply.github.com> Date: Thu, 26 Sep 2024 16:25:45 -0400 Subject: [PATCH 3/3] Update src/connections/destinations/catalog/actions-salesforce/index.md Co-authored-by: stayseesong <83784848+stayseesong@users.noreply.github.com> --- .../destinations/catalog/actions-salesforce/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/destinations/catalog/actions-salesforce/index.md b/src/connections/destinations/catalog/actions-salesforce/index.md index 783e87c506..0d984a8591 100644 --- a/src/connections/destinations/catalog/actions-salesforce/index.md +++ b/src/connections/destinations/catalog/actions-salesforce/index.md @@ -44,7 +44,7 @@ Before you connect Segment to Salesforce, please ensure you have a Salesforce ac ## Actions v2 -Segment created new Actions v2 to provide you with additional access to features. Segment's Actions v2 support the following features: +Segment's Actions v2 provide you with access to the following features: - **Sync modes**: Control how Segment updates Salesforce by selecting a [sync mode](#sync-modes), or a strategy for updating your downstream data. - **Dynamic dropdowns**: When creating or updating a mapping in the Segment app, the dropdown auto-populates all of the available properties directly from Salesforce. - **Create and modify data**: Use Sync modes to create objects in your downstream destination without having to leave the Segment app.