Salesforce data connector
Overview
You can set up the Salesforce data connector to sync contact data to your profiles.
NOTE: You need a valid Salesforce account to set up Salesforce as a data connector.
Set up Salesforce
To set up Salesforce CRM as a data connector:
Open the Ninetailed legacy app.
Navigate to the "Data Sources" tab.
Click Set up your first connection. The "Create Connection" page is displayed.
Select Salesforce CRM, accept the terms, and click Authenticate to connect to your Salesforce account.
The authorization modal is displayed. Click Connect.
The Salesforce log in page is displayed. Enter your log in credentials and click Log in.
Select a Data Source Name and a prefix. The prefix is added to all of the trait names you want to sync.
Select a field as an ID, and click Set as ID. The ID is the unique identifier used to identify the profile.
Select the fields that you want to sync.
Click Save configuration. Once the configuration is saved, the data is instantly synced.
NOTE: Depending on the amount of data, it can take up to a couple of hours for the sync to finish.
After the initial sync, any changes in your data source are synced in 5-minute intervals. All your synchronized fields are available via the "Trait name" that is displayed in your configuration. Trait names can be set in the Audience builder using the "has trait" rule type.