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Salesforce Unify Direct Integration GA [DOC-960] #6982

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Merged
merged 6 commits into from
Aug 27, 2024

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pwseg
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@pwseg pwseg commented Aug 27, 2024

Proposed changes

  • Added new content for the Salesforce Unify Direct Integration.

Merge timing

  • 27 August 2024.

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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)
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🔥


- 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 your integration for any errors or data discrepancies.
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which integration? The Salesforce source or the Segment Profiles destination (or both, maybe?)

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Yeah, good callout. Just clarified that.

pwseg and others added 4 commits August 27, 2024 12:02
Co-authored-by: forstisabella <92472883+forstisabella@users.noreply.github.com>
Co-authored-by: forstisabella <92472883+forstisabella@users.noreply.github.com>
Co-authored-by: forstisabella <92472883+forstisabella@users.noreply.github.com>
@pwseg pwseg requested a review from forstisabella August 27, 2024 17:05
@pwseg pwseg changed the title Salesforce Unify Direct Integration GA Salesforce Unify Direct Integration GA [DOC-960] Aug 27, 2024
@pwseg pwseg merged commit a7c159a into develop Aug 27, 2024
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@pwseg pwseg deleted the sf-unify-direct-user-guide branch August 27, 2024 17:14
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2 participants