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Sep 30, 2024
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Salesforce (Actions) Mappings 2.0 #7081

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add actions v2 section to salesforce actions docs
forstisabella Sep 26, 2024
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[netlify-build]
forstisabella Sep 26, 2024
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Update src/connections/destinations/catalog/actions-salesforce/index.md
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28 changes: 28 additions & 0 deletions src/connections/destinations/catalog/actions-salesforce/index.md
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Expand Up @@ -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'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.

> 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
Expand Down Expand Up @@ -174,3 +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.

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