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Merge pull request #7302 from segmentio/charholt-patch-1
Update Materialized Views Section with Backfill and Selective Sync Info
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src/unify/profiles-sync/tables.md

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@@ -259,19 +259,44 @@ Segment's Identity Resolution has processed these events, which contain a `segme
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## Tables Segment materializes
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With Profiles Sync, you can access the following three tables that Segment materializes for a more complete view of your profile:
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- [`user_traits`](#the-user_traits-table)
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- [`user_identifiers`](#the-user_identifiers-table)
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- [`profile_merges`](#the-profile_merges-table)
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These materialized tables provide a snapshot of your Segment profiles, batch updated according to your sync schedule.
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These materialized tables provide a snapshot of your Segment profiles, batch updated according to your sync schedule.
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### Switching to materialized Profile Sync
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If you're not using materialized views for Profile Sync and would like to switch, follow these steps:
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Visit the [selective sync](/docs/unify/profiles-sync/#using-selective-sync) setup page to enable the following materialized tables, which Segment disables by default.
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1. Enable Materialized Views through Selective Sync:
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- Navigate to **Unify** on the sidebar and select **Profiles Sync**.
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- Ensure you are viewing the Engage space you would like to enable materialized views for.
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- Go to **Settings****Selective Sync** and enable the following tables:
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- `user_traits`
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- `user_identifiers`
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- `profile_merges`
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You can also use [historical backfill](/docs/unify/profiles-sync/profiles-sync-setup/#using-historical-backfill) with tables Segment materializes.
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2. **Request a Full Profiles and Events Backfill**
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- After enabling the materialized views, you'll need to ensure historical data is populated in the materialized tables.
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- Write to [[email protected]](mailto:[email protected]) and request:
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- A full **Profiles Backfill** to populate historical profiles data.
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- An **Events Backfill** to include any relevant historical events, including a date range for Segment to pull data in for the events backfill.
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3. **Verify Your Data**
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- Once the backfill is complete, review the data in your warehouse to confirm all necessary historical information has been included.
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> warning ""
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> For materialized view tables, you must have delete permissions for your data warehouse.
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### Why materialized views?
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Materialized views offer several advantages:
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- **Faster queries:** Pre-aggregated data reduces query complexity.
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- **Improved performance:** Access enriched profiles and historical events directly without manual joins.
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- **Data consistency:** Automatically updated views ensure your data stays in sync with real-time changes.
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### The user_traits table
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