Skip to content

Commit 7dc8500

Browse files
Merge pull request #7081 from segmentio/salesforce-mappings-2-0
Salesforce (Actions) Mappings 2.0
2 parents 0293c83 + a458456 commit 7dc8500

File tree

1 file changed

+28
-0
lines changed
  • src/connections/destinations/catalog/actions-salesforce

1 file changed

+28
-0
lines changed

src/connections/destinations/catalog/actions-salesforce/index.md

Lines changed: 28 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -42,6 +42,33 @@ Before you connect Segment to Salesforce, please ensure you have a Salesforce ac
4242
> _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._
4343
4444

45+
## Actions v2
46+
47+
Segment's Actions v2 provide you with access to the following features:
48+
- **Sync modes**: Control how Segment updates Salesforce by selecting a [sync mode](#sync-modes), or a strategy for updating your downstream data.
49+
- **Dynamic dropdowns**: When creating or updating a mapping in the Segment app, the dropdown auto-populates all of the available properties directly from Salesforce.
50+
- **Create and modify data**: Use Sync modes to create objects in your downstream destination without having to leave the Segment app.
51+
52+
> warning ""
53+
> You might need to reauthorize your Salesforce account to use all of the features associated with Actions v2.
54+
55+
The following Actions support the Actions v2 functionality:
56+
- [Account v2](#account-v2)
57+
- [Custom Object v2](#custom-object-v2)
58+
- [Case v2](#case-v2)
59+
- [Opportunity v2](#opportunity-v2)
60+
- [Lead v2](#lead-v2)
61+
- [Contact v2](#contact-v2)
62+
63+
### Sync modes
64+
Sync modes allow users to define how Segment should update the data in your destination.
65+
66+
Available sync modes for the Salesforce (Actions) destination include:
67+
- **Add**: Add a new record when the specified identifier doesn't exist. If it does exist, Segment skips the record.
68+
- **Update**: Update a record if a match with the specified identifier is found. Segment does nothing if the record doesn't exist.
69+
- **Upsert**: If a record with the specified identifier is found, it is updated. If not, Segment creates a new record
70+
- **Delete**: Remove the record associated with a specified identifier. Not available when using batching.
71+
4572
{% include components/actions-fields.html %}
4673

4774
## Configuration options
@@ -174,3 +201,4 @@ For "Bulk Upsert External ID", see [Salesforce’s help documentation](https://h
174201

175202
> warning ""
176203
> 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.
204+

0 commit comments

Comments
 (0)