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Update Salesforce Unify Direct Integration #7028

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Merged
merged 3 commits into from
Sep 12, 2024
Merged

Update Salesforce Unify Direct Integration #7028

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7176a2d
update Salesforce Unify Direct guide
pwseg Sep 12, 2024
9a8866e
Update src/unify/salesforce-unify.md
pwseg Sep 12, 2024
0789700
Update src/unify/salesforce-unify.md
pwseg Sep 12, 2024
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10 changes: 7 additions & 3 deletions src/unify/salesforce-unify.md
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Expand Up @@ -7,6 +7,9 @@ This guide outlines the process for setting up Salesforce as a data source with

Once configured, this integration lets you send Salesforce data directly to Segment Profiles, eliminating the need for a data warehouse and enabling faster data synchronization and profile enrichment.

> info "API usage and billing"
> The Salesforce Unify Direct Profile Integration increases API usage. Verify your API limits and Segment billing before you enable the Salesforce Unify Direct Profile Integration.

## Prerequisites

Before you begin, make sure that you have the following:
Expand Down Expand Up @@ -61,9 +64,10 @@ Next, add a Segment Profiles destination:

Finish by enabling the destination mappings and the source:

1. From the overview tab of the Segment Profiles destination you created, toggle the **Mapping Status** switch to **Enabled**.
2. Return to your Salesforce source and navigate to **Settings > Basic settings.**
2. Toggle the **Enable source** switch to on.
1. From the settings tab of the Segment Profiles destination you created, toggle the **Enable destination** switch to **Enabled**, then click **Save**.
2. From the overview tab of the same Segment Profiles destination, toggle the **Mapping Status** switch to **Enabled**.
3. Return to your Salesforce source and navigate to **Settings > Basic settings**.
4. Toggle the **Enable source** switch to on.

Data now begins syncing between Salesforce and Segment.

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