Catalog cloud data source easycatalog how to#

The Salesforce source contains a sync component, which means Segment makes requests to the Salesforce API on your behalf on a 3 hour interval to pull the latest data into Segment. Configure Selective Sync to retrieve only specific objects and properties from Salesforce.

Both can be whatever you like, but Segment recommends that you use something that reflects the source itself, like Salesforce for nickname and sfdc, salesforce, or sfdc_prod for the schema name. The nickname is a label used in the Segment interface, and the schema name is the namespace you query against in your warehouse.

In the Salesforce source settings you can customize the source nickname and schema name.

Catalog cloud data source easycatalog how to#

For more information on how to confirm or change API access for a Salesforce user, follow Salesforce’s recommended documentation.Ĭhoose a data warehouse to connect Salesforce to. In order for Segment to collect and sync your Salesforce data, you must enable API access for the user that you are connecting to Segment with. Our Support team will then configure your source to use sandbox data.Ĭonnect Segment to your Salesforce environment and authorize Segment to connect to it. To use data from a Salesforce sandbox environment, select Sandbox from the Salesforce Environment dropdown and contact Segment Support. Give the source a name, add labels, if applicable, and select the Salesforce environment you’d like to pull data from. You can add multiple instances of this source if you have more than one Salesforce account.įrom your workspace’s /sources page, click Add Source.