Merge pull request #6982 from segmentio/sf-unify-direct-user-guide

Salesforce Unify Direct Integration GA [DOC-960]

Author: pwseg

src/unify/images/select_mappings.png

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+---
+title: Salesforce Unify Direct Integration Guide
+plan: unify
+---
+
+This guide outlines the process for setting up Salesforce as a data source with Segment Profiles. 
+
+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.
+
+## Prerequisites
+
+Before you begin, make sure that you have the following:
+
+- a Segment workspace with [Unify](/docs/unify/) enabled and [Identity Resolution](/docs/unify/identity-resolution/) set up
+- Administrator access to your Salesforce account
+- 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.
+
+## Integration steps
+
+Follow the steps in this section to set up the Salesforce Unify Direct Integration.
+
+### 1. Add Salesforce as a source
+
+Start by setting up Salesforce as a source:
+
+1. From your Segment workspace, go to **Connections > Catalog > Cloud App Objects**.
+2. Select Salesforce as your source.
+3. Name your Salesforce source and authenticate with your Salesforce credentials.
+4. Once connected, use Selective Sync to choose the Salesforce collections and columns you want to sync.
+
+After successful authentication, Segment adds the source but disables it by default. You'll enable it later. 
+
+### 2. Add a Segment Profiles destination
+
+Next, add a Segment Profiles destination:
+
+1. From the overview tab of your new Salesforce source, click **Add destination**.
+2. From the catalog destination page, click **Segment Profiles**, then click **Add destination**.
+3. Name your destination, then click **Create**.
+
+### 3. Create a data model
+
+1. In the Salesforce source you created, navigate to the Models tab and click **Create Model**.
+3. Select the fields you want to map to the Segment Profiles destination.
+4. Preview and validate the schema with real-time Salesforce data.
+5. Name your model and save it.
+
+### 4. Configure mapping
+
+1. In the Salesforce source, navigate to **Models > Add mapping**.
+2. Segment returns you to the Segment Profiles Destination. Click **Add mapping**.
+2. Select your data model and map your selected Salesforce data to fields in Segment Profiles (typically "Identify" for profile updates).
+   - Select the Profile space you want to update.
+   - Map Salesforce fields to Segment Profile fields. **You must map either a User ID or Anonymous ID field.**
+4. Test your mapping with real data from Salesforce.
+5. Save your mapping configuration.
+
+![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)
+
+### 5. Enable the destination mapping and Salesforce source
+
+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.
+
+Data now begins syncing between Salesforce and Segment.
+
+## Data synchronization
+
+After you've connected Salesforce and the Segment Profiles destination, the integration begins syncing data:
+
+- New or updated records in Salesforce get sent to Segment Profiles based on your mapping configuration.
+- The initial sync includes historical data within the range specified in your Selective Sync settings.
+- Further syncs take place at regular intervals (typically hourly).
+
+## Best practices
+
+Keep the following in mind as you work with the Salesforce Unify Direct Integration:
+
+- Start with a subset of data to test your integration before expanding to all Salesforce objects.
+- Regularly review your mapping to ensure it reflects any changes in your Salesforce schema or Segment Profile needs.
+- Monitor both your Salesforce source and Segment Profiles destination for errors and data discrepancies.
+
+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.