From 149100514709ec338a888cb602a32dfba1f32abb Mon Sep 17 00:00:00 2001 From: kdaswani <49517136+kdaswani@users.noreply.github.com> Date: Wed, 7 Sep 2022 12:04:06 -0700 Subject: [PATCH 1/3] Add FAQ to Salesforce (Actions) docs --- .../destinations/catalog/actions-salesforce/index.md | 9 ++++++++- 1 file changed, 8 insertions(+), 1 deletion(-) diff --git a/src/connections/destinations/catalog/actions-salesforce/index.md b/src/connections/destinations/catalog/actions-salesforce/index.md index e025dfc98b..7aa4e5c906 100644 --- a/src/connections/destinations/catalog/actions-salesforce/index.md +++ b/src/connections/destinations/catalog/actions-salesforce/index.md @@ -89,5 +89,12 @@ Person Accounts are not enabled by default, and the solution above will only wor - For `update` and `upsert`, the query request used to determine whether the record already exists in Salesforce counts as one API call. A second API call is used to update or create that record. - For `create`, no query is executed so one API call is used to create the record. +To check how many API calls you have left in Salesforce, go to **Setup > Company Settings > Company Information**, and you’ll find a field labeled: `API Requests, Last 24 Hours`. + +### Why do I see duplicate records in Salesforce? +When using the `create` operation, it is possible that duplicate records are created in Salesforce. This is because Segment retries records once they hit our internal timeout. It is possible Salesforce's REST API eventually processes the original record in addition to the retried record, resulting in duplicates. You may encounter this behavior if Salesforce's REST API throttles your records (for example, due to hitting API limits or complex workflow automation). To prevent duplicates, you can use [Duplicate Rules](https://help.salesforce.com/s/articleView?id=duplicate_rules_map_of_reference.htm&language=en_US){:target="_blank"} in Salesforce. See set up information in [Resolve and Prevent Duplicate Data in Salesforce](https://trailhead.salesforce.com/content/learn/modules/sales_admin_duplicate_management/sales_admin_duplicate_management_unit_2){:target="_blank"}. + +Please note this is only a concern when using the `create` operation, so you may consider using the `upsert` operation instead to avoid this if it meets your needs. + ### Can I send data to the Salesforce Bulk API 2.0? -Segment is in the process of adding support for the Bulk API to help reduce API calls made to Salesforce. This is not yet available. \ No newline at end of file +Segment is in the process of adding support for the Bulk API to help reduce API calls made to Salesforce. This is not yet available. From 2e68b059a7aee38153d465d44dca96d9a86fcffd Mon Sep 17 00:00:00 2001 From: kdaswani <49517136+kdaswani@users.noreply.github.com> Date: Wed, 7 Sep 2022 15:57:52 -0700 Subject: [PATCH 2/3] 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 7aa4e5c906..6ffd70d68b 100644 --- a/src/connections/destinations/catalog/actions-salesforce/index.md +++ b/src/connections/destinations/catalog/actions-salesforce/index.md @@ -92,7 +92,7 @@ Person Accounts are not enabled by default, and the solution above will only wor To check how many API calls you have left in Salesforce, go to **Setup > Company Settings > Company Information**, and you’ll find a field labeled: `API Requests, Last 24 Hours`. ### Why do I see duplicate records in Salesforce? -When using the `create` operation, it is possible that duplicate records are created in Salesforce. This is because Segment retries records once they hit our internal timeout. It is possible Salesforce's REST API eventually processes the original record in addition to the retried record, resulting in duplicates. You may encounter this behavior if Salesforce's REST API throttles your records (for example, due to hitting API limits or complex workflow automation). To prevent duplicates, you can use [Duplicate Rules](https://help.salesforce.com/s/articleView?id=duplicate_rules_map_of_reference.htm&language=en_US){:target="_blank"} in Salesforce. See set up information in [Resolve and Prevent Duplicate Data in Salesforce](https://trailhead.salesforce.com/content/learn/modules/sales_admin_duplicate_management/sales_admin_duplicate_management_unit_2){:target="_blank"}. +When using the `create` operation, it's possible for duplicate records to be created in Salesforce. This is because Segment retries records once they hit the internal timeout. It's possible Salesforce's REST API eventually processes the original record in addition to the retried record, resulting in duplicates. You may encounter this behavior if Salesforce's REST API throttles your records (for example, due to hitting API limits or complex workflow automation). To prevent duplicates, you can use [Duplicate Rules](https://help.salesforce.com/s/articleView?id=duplicate_rules_map_of_reference.htm&language=en_US){:target="_blank"} in Salesforce. See set up information in [Resolve and Prevent Duplicate Data in Salesforce](https://trailhead.salesforce.com/content/learn/modules/sales_admin_duplicate_management/sales_admin_duplicate_management_unit_2){:target="_blank"}. Please note this is only a concern when using the `create` operation, so you may consider using the `upsert` operation instead to avoid this if it meets your needs. From d52d50b09b7c9ae46e3b62e65d19db2a7efad929 Mon Sep 17 00:00:00 2001 From: markzegarelli Date: Wed, 7 Sep 2022 16:56:56 -0700 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 6ffd70d68b..8c816017b8 100644 --- a/src/connections/destinations/catalog/actions-salesforce/index.md +++ b/src/connections/destinations/catalog/actions-salesforce/index.md @@ -94,7 +94,7 @@ To check how many API calls you have left in Salesforce, go to **Setup > Company ### Why do I see duplicate records in Salesforce? When using the `create` operation, it's possible for duplicate records to be created in Salesforce. This is because Segment retries records once they hit the internal timeout. It's possible Salesforce's REST API eventually processes the original record in addition to the retried record, resulting in duplicates. You may encounter this behavior if Salesforce's REST API throttles your records (for example, due to hitting API limits or complex workflow automation). To prevent duplicates, you can use [Duplicate Rules](https://help.salesforce.com/s/articleView?id=duplicate_rules_map_of_reference.htm&language=en_US){:target="_blank"} in Salesforce. See set up information in [Resolve and Prevent Duplicate Data in Salesforce](https://trailhead.salesforce.com/content/learn/modules/sales_admin_duplicate_management/sales_admin_duplicate_management_unit_2){:target="_blank"}. -Please note this is only a concern when using the `create` operation, so you may consider using the `upsert` operation instead to avoid this if it meets your needs. +Please note this is only a concern when using the `create` operation. You can use the `upsert` operation instead to avoid duplicates if `upsert` meets your needs. ### Can I send data to the Salesforce Bulk API 2.0? Segment is in the process of adding support for the Bulk API to help reduce API calls made to Salesforce. This is not yet available.