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DOC 499 Salesforce group #2770

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Merged
merged 3 commits into from
Apr 21, 2022
Merged

DOC 499 Salesforce group #2770

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625f204
Add Vidora to allow list
Apr 20, 2022
a99e7e2
Merge branch 'develop' of github.com:segmentio/segment-docs into develop
Apr 20, 2022
d97ba7d
Remove section about actions
Apr 20, 2022
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2 changes: 2 additions & 0 deletions .github/Vocab/Docs/accept.txt
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Expand Up @@ -7,6 +7,7 @@
(?:L|l)ookback
(?:P|p)ageviews?\b
(?:P|p)endo
(?:P|p)odfile
(?:P|p)ostgres
(?:R|r)emarketing
(?:U|u)nlinks?\b
Expand Down Expand Up @@ -69,6 +70,7 @@ upsert
US
utm
Vero
Vidora
viewability
WebKit
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4 changes: 2 additions & 2 deletions src/connections/destinations/catalog/salesforce/index.md
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Expand Up @@ -27,7 +27,7 @@ This destination supports the most important pain point for Salesforce users: ge

### Identifying a Lead

Let's go through a quick javascript example of identifying a lead:
The example below demonstrates identifying a lead:

```javascript
analytics.identify('YOUR_USERS_ID', {
Expand Down Expand Up @@ -91,7 +91,7 @@ By default Segment does not send identify calls to Salesforce, given their stric

## Group

`.group()` calls create or update **Account Objects** inside Salesforce. When Segment receives a group call, similar to the `.identify()` call, it first checks using the `groupId` to see if the Account Object already exists in your Salesforce account. Depending on the response, Segment updates that object or create a new one. Creating/updating Accounts is the default behavior of `group` events. If you would like to customize this you can do so using [Actions](#custom-actions)
`.group()` calls create or update **Account Objects** inside Salesforce. When Segment receives a group call, similar to the `.identify()` call, it first checks using the `groupId` to see if the Account Object already exists in your Salesforce account. Depending on the response, Segment updates that object or create a new one. Creating/updating Accounts is the default behavior of `group` events.

Take this sample `.group()` call that you might send to Segment:

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1 change: 1 addition & 0 deletions vale-styles/Vocab/Docs/accept.txt
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Expand Up @@ -70,6 +70,7 @@ upsert
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utm
Vero
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viewability
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