The Salesforce (Actions) destination in Segment allows one to map Accounts and also Contacts. I'm using this for upserts upon receipt of an identify call.
Their documentation says, that for a contact to be associated with an account, the account ID must be provided.
The ID of the account that this contact is associated with. This is the Salesforce-generated ID assigned to the account during creation (i.e. 0018c00002CDThnAAH).
Fair enough, but the account is created by Segment using another mapping from the same identify. So how can I get the newly created account ID from that step to include in the Account ID field of the contact mapping triggered by the same identify?
The account ID is required to map the new contact to an existing account. But the account ID doesn't exist except as created by another mapping, which isn't made available as a variable in the current context.
Account ID field customer mapping
Simply, how can a single identify event - not having a pre-existing account ID - trigger the creation of both a new account and a related contact using the Segment Salesforce (Actions) destination?
I've tried configuring the mappings in different orders to see if Segment could just recognize that it was itself creating the new account ID. I would expect that at some point the ID it's creating, which I can see in testing, is made available to the other mappings, but that doesn't seem to be the case.
Segment support says it’s not possible to create a new account and a new related contact at the same time from a single Identify.
The account ID needs to be Included in the identify to create a contact related to the account being created. But the account ID doesn’t exist before Segment creates the account, so can't be included in the Identify.
Very frustrating.
Related
I have YITH Membership + Subscription plugins together, and shop has virtual downloadable products. When Membership / Subscription is active and user has access to a single product, then on a single product page is widget with available downloads – for free or for credits.
How to check if user has access to a single product? It doesn’t matter if can download or not, just if subscription / membership for a product is active. I couldn’t find any solution. I found only this function bellow, but even if I passed proper user ID and product ID to it, this “subscriptions” array is empty, so it says “no active subscriptions” and it’s not truth. I use this code in functions.php
Subscription or membership can be checked, as they both together can be active or not.
https://erlycoder.com/how-to-check-active-subscription-using-yith-woocommerce-subscription/
I added function „CheckStatus” to functions.php and checked if product_id and user_id have values, but subscriptions array is still empty.
Is it possible to get DocuSign Signing groups from account ABC and create same Signing GROUP in account XYZ? We know that we can create signing groups using DocuSign API. Our main concern is that We want to create/import Signing Groups with same SigningGroupID.
As we are saving Signing group ID in our application processes and we want to use same Signing group IDs in some other user account.
Could you please confirm us if this is possible and will not cause any issues?
Is there any other option available for us?
Signing groups are an account object. That means they are part of a specific account. They use a numeric identifier (up to 1,000,000) that is unique inside the account and is generated randomly when you use the API to create a new one.
There's no way to set the group ID directly.
Your best solution is to have a mapping table in your database that maps your groups to your accounts. Another solution is to first make an API call to obtain (list) all the groups and find the one you want and its ID. That solution is less recommended as it requires an extra API call each time.
We have created a connect account using the API in Stripe. We followed the documentation here. The custom connected account can either be a "company" or an "individual" or "non-profit". We would also like to enable the user to change the tax_id (EIN) programatically. We use the following code
custom_account_rep = stripe.Account.modify(
stripe_custom_account_id,
company = {'tax_id' : center_ein} )
The following error is displayed.
stripe error : InvalidRequestError(message='You cannot change `company[tax_id]` via API if an account is verified.
It is clear that we cannot enable the user to modify the account once it is verified. How do we get the "status" that the account is "verified"?
The account object does not have any field called "status". Not sure if this is relevant, but we also have an external bank account linked to this custom connect account. The external bank account has a status (and its value is "new"). Please help.
At the moment there isn't just one field that you can check for the status of company verification for a Custom Connect account. For your specific use case, you can check a few fields on the Account object to see whether company.tax_id has been verified or not.
Check requirements.currently_due and requirements.past_due. If company.tax_id is in either of these arrays, that means the tax ID needs to be set for the Account (because it was either never provided, or was provided and failed verification).
Check requirements.pending_verification. If company.tax_id is in this array, that means it is currently going through verification and can still be updated.
You can read more about business verification here: https://stripe.com/docs/connect/identity-verification-api#determining-if-identity-or-business-verification-is-needed
We are using Google for corporate since last 5 years. There have been many dozens google groups created by different site/business division/local administrators. Now we need to know, for each employee, which all groups he is a part of. Does google provide any API to fetch this details ?
Yes. The Directory API has a function to Retrieve all groups for a domain or the account. Here's a part in the docs that I think is what you are specifically aiming for:
All groups for the account — Use the customer argument with either my_customer or the account's customerId value. As an account administrator, use the string my_customer to represent your account's customerId. If you are a reseller accessing a resold customer's account, use the resold account's customerId. For the customerId value use the account's primary domain name in the Retrieve all users in a domain operation's request. The resulting response has the customerId value.
I am new to Netsuite.
While creating accounts on Netsuite, I found that i can create multiple accounts with same email ID (Netsuite does not check whether the email id is unique or not).
Is there any specific scenario where creating multiple accounts with same email ID will be useful in Netsuite ?
You can associate one email address to multiple Netsuite account. When you login it will redirect you to a window where you can select the account where you want to use the existing login session.
No, It doesnt add or make any advantages to administration at all. You SHOULD NOT associate two separate employees with the same Email ID. Besides, when you set the same email to be associated across different places, it will force logout the current user when the next user attempts to login.
Advantage for the user for sure as they have access to all the roles associated to employee, customer, and partner records associated to their email address. Definitely no advantage for NS administration. If you are looking to do scalable things for implementation, then you need to do mass updates within netsuite across entities...don't try to use a single email placeholder as a shortcut for users or access as this gets derailed by the logout mechanism I mentioned above. If you absolutely need multiple users to have access, you could do something like a limited partner or customer center role to an employee that can act as a parent for all assigned customers within their territory...but that basically is manipulating the system to work differently than intended and could be considered a violation of NS TOS...I would suggest to avoid this as it could mean they could shut off your account and access to your customization.