Skip to content

Unified Profiles edits [DOC-908] #6500

New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Merged
merged 3 commits into from
May 28, 2024
Merged
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
23 changes: 18 additions & 5 deletions src/unified-profiles/segment-for-flex.md
Original file line number Diff line number Diff line change
Expand Up @@ -106,7 +106,7 @@ Connect to either a website or mobile app to complete this step.
5. After Segment marks the "Add connections" tile as complete, click **Add identifiers and traits** and begin [Step 3: Add identifiers and traits](#step-3-add-identifiers-and-traits).

## Step 3: Add identifiers and traits
After you've selected which data sources you'd like to integrate customer data from, you can select _identifiers_, or unique pieces of data that allow you to link information about an individual customer across different programs and services, and _traits_, which are pieces of information you know about a particular customer.
After you've selected which data sources you'd like to integrate customer data from, you can select _identifiers_, or unique pieces of data that allow you to link information about an individual customer across different programs and services, and _traits_, which are pieces of information you know about a particular customer. In this step, you can select one or more of Segment's 11 default identifiers. To add custom identifiers to your workspace, see the [Add custom identifiers](#add-custom-identifiers-to-your-workspace) documentation.

1. On the Add identifiers and traits page, click **Add identifier**.
2. Select one or more of Segment's 11 default identifiers and click **Add identifiers**.
Expand All @@ -133,16 +133,19 @@ If the Enable Sources and Test Connections check indicates there are problems wi
- [Profile Explorer](/docs/unify/#profile-explorer){:target="_blank"}: Use the Profile Explorer to view all user data, including event history, traits, and identifiers.
- [Advanced Segment](https://app.segment.com/goto-my-workspace/overview){:target="_blank"}: Use the Advanced Segment option to view your full Segment workspace. Segment recommends working with the assistance of Professional Services when accessing Advanced Segment.

## (Optional) Add additional sources and destinations to your workspace
## (Optional) Add additional sources, destinations, and custom identifiers to your workspace

After you complete the Segment for Flex guided setup, you can use [Advanced Segment](https://app.segment.com/goto-my-workspace/overview){:target="_blank"} to connect your workspace to additional *sources*, or websites, server libraries, mobile SDKs, and cloud applications that can send data into Segment, and *destinations*, or apps and business tools that can receive forwarded data from Segment.
After you complete the Segment for Flex guided setup, you can use [Advanced Segment](https://app.segment.com/goto-my-workspace/overview){:target="_blank"} to connect your workspace to additional *sources*, or websites, server libraries, mobile SDKs, and cloud applications that can send data into Segment, and *destinations*, or apps and business tools that can receive forwarded data from Segment.

> warning "Editing or deleting the two sources automatically created during the guided setup can lead to data loss"
> During the guided setup process, Segment creates two sources: a [Java source](/docs/connections/sources/catalog/libraries/server/java/quickstart/) named `flex-unify-server-source` that connects your Segment workspace to Flex, and an Personas source, named `Personas [workspace-name]`, that activates your customer data. If you edit or delete these sources, reach out to Flex support for next steps.

See the [Segment for Flex entitlements and limitations](#segment-for-flex-entitlements-and-limitations) documentation for more information about the sources and destinations supported by Segment for Flex workspaces.

### Add a source to your workspace

> info "Eligible sources"
> You can add up to 5 sources to your Segment for Flex workspace. For more information about the types of sources you can add to your workspace, see the [Sources](#sources) documentation.
> You can add up to 4 sources to your Segment for Flex workspace in addition to the 2 sources that Segment automatically generates during workspace setup. For more information about the types of sources you can add to your workspace, see the [Sources](#sources) documentation.

To add a source to your Segment for Flex workspace:
1. Open your Segment for Flex workspace in [Advanced Segment](https://app.segment.com/goto-my-workspace/overview){:target="_blank"} mode.
Expand All @@ -161,13 +164,23 @@ To add a destination to your Segment for Flex workspace:
3. Select the destination you'd like to add to your workspace, and click **Next**.
4. Follow the setup flow, and click **Done** to complete setting up your source.

### Add custom identifiers to your workspace

You can add an unlimited number of custom identifiers to your workspace in Advanced Segment mode.

To add custom identifiers to your Segment for Flex workspace:
1. Open your Segment for Flex workspace in [Advanced Segment](https://app.segment.com/goto-my-workspace/home){:target="_blank"} mode.
2. Select **Unify** in the sidebar, click the Unify space you created during the guided setup, and select **Unify settings**.
3. On the Identity resolution page, click **+ Add identifier** and select **Custom identifiers**.
4. On the **Custom Identifier** popup, walk through the steps to create your custom identifier. When you're finished, click **Add new identifier**.

## Segment for Flex entitlements and limitations

Segment for Flex workspaces created during the Unified Profiles setup process have the following entitlements and limitations:

### Sources

In addition to 1 source for Flex events that is auto-created during setup, you can create an additional 5 sources.
In addition to 2 sources for Flex events that are auto-created during setup, you can create an additional 4 sources.

These sources are limited to the following types:
- [Salesforce CRM](/docs/connections/sources/catalog/cloud-apps/salesforce/){:target="_blank"}
Expand Down