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title: Salesforce Unify Integration Guide
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title: Salesforce Unify Direct Integration Guide
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plan: unify
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This guide outlines the process for setting up Salesforce as a data source with Segment Profiles.
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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.
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## Prerequisites
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Before you begin, make sure that you have the following:
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- a Segment workspace with [Unify](/docs/unify/) enabled and [Identity Resolution](/docs/unify/identity-resolution/) set up
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- administrator access to your Salesforce account
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- Salesforce Unify Direct Integration enabled for your workspace. [Contact Segment](https://segment.com/help/contact/){:target="_blank"} if you don't yet have the integration enabled.
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## Integration steps
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Follow the steps in this section to set up the Salesforce Unify Direct Integration.
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### 1. Add Salesforce as a source
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Start by setting up Salesforce as a source:
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1. From your Segment workspace, go to **Connections > Catalog > Cloud App Objects**.
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2. Select Salesforce as your source.
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3. Name your Salesforce source and authenticate with your Salesforce credentials.
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4. Once connected, use Selective Sync to choose the Salesforce collections and columns you want to sync.
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After successful authentication, Segment adds the source but disables it by default. You'll enable it later.
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### 2. Add a Segment Profiles destination
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Next, add a Segment Profiles destination:
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1. From the overview tab of your new Salesforce source, click **Add destination**.
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2. From the catalog destination page, click **Segment Profiles**, then click **Add destination**.
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3. Name your destination, then click **Create**.
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### 3. Create a data model
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1. In the Salesforce source you created, navigate to the Models tab and click **Create Model**.
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3. Select the fields you want to map to the Segment Profiles destination.
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4. Preview and validate the schema with real-time Salesforce data.
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5. Name your model and save it.
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### 4. Configure mapping
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1. In the Salesforce source, navigate to **Models > Add mapping**.
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2. Segment returns you to the Segment Profiles Destination. Click **Add mapping**.
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2. Select your data model and map your selected Salesforce data to fields in Segment Profiles (typically "Identify" for profile updates).
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- Select the Profile space you want to update.
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- Map Salesforce fields to Segment Profile fields.
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- **You must map either a User ID or Anonymous ID field.**
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4. Test your mapping with real data from Salesforce.
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5. Save your mapping configuration.
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![A screenshot of the "Select Mappings" interface in Segment, showing fields for mapping event data from a source to a destination. The interface includes options for selecting objects, customizing objects, and mapping fields such as Profile Space, User ID, Anonymous ID, Group ID, Traits, and Timestamp.](./images/select_mappings.png)
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### 5. Enable the destination mapping and Salesforce source
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Finish by enabling the destination mappings and the source:
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1. From the overview tab of the Segment Profiles destination you created, toggle the **Mapping Status** switch to **Enabled**.
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2. Return to your Salesforce source and navigate to **Settings > Basic settings.**
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2. Toggle the **Enable source** switch to on.
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Data now begins syncing between Salesforce and Segment.
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## Data synchronization
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After you've connected Salesforce and the Segment Profiles destination, the integration begin syncing data based on the following:
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- New or updated records in Salesforce get sent to Segment Profiles based on your mapping configuration.
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- The initial sync includes historical data within the range specified in your Selective Sync settings.
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- Further syncs take place at regular intervals (typically hourly).
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## Best practices
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Keep the following in mind as you work with the Salesforce Unify Direct Integration:
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- Start with a subset of data to test your integration before expanding to all Salesforce objects.
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- Regularly review your mapping to ensure it reflects any changes in your Salesforce schema or Segment Profile needs.
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- Monitor your integration for any errors or data discrepancies.
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The Salesforce Unify Direct Integration supports mapping from a single Salesforce collection per data model. For complex use cases requiring data from multiple collections, you may need to create multiple data models and mappings.

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