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src/unified-profiles/connect-a-workspace.md

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If you already have a Segment workspace, you can use a new or pre-existing [Segment Unify space](/docs/unify/quickstart/){:target="_blank"} to connect your customer data to Unified Profiles in Flex.
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> warning "Unified Profiles in Flex has limited source and destination support"
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> Unified Profiles supports the following connections:
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>
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> **Sources**: Salesforce, RETL sources (Postgres, Snowflake, Redshift, BigQuery)
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>
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> **Destinations**: Postgres, Snowflake, Redshift, BigQuery
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## Prerequisites
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- You must have requested access from the [Unified Profiles in Flex page](https://console.twilio.com/us1/develop/flex/unified-profiles){:target="_blank"} page in your Flex Console and been accepted into the Agent Copilot and Unified Profiles beta program.
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- Your Segment workspace must be on the Business Tier plan with a Unify Plus entitlement. To upgrade to the Business Tier plan, communicate with your sales contact or [request a demo](https://segment.com/demo/){:target="_blank"} from Segment's sales team.
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Your Segment workspace must be on the Business Tier plan with a Unify Plus entitlement. To upgrade to the Business Tier plan, communicate with your sales contact or [request a demo](https://segment.com/demo/){:target="_blank"} from Segment's sales team.
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## Step 1: Set up your Unify space
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8. Click **Generate Token**. Enter a name for your Profile API token, enter the password for your Segment account, then click **Generate token**.
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9. Copy your Profile API token to a safe location and click the "I have written down this access token" checkbox, then click **Done**.
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## Step 2: Connect your data to Unify
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After you've created a Unify space, you must also connect a Salesforce CRM source, a data warehouse, and a Segment Profiles destination to your Unify space to link your customers' data to Unified Profiles.
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## Step 2: Connect your Unify space to Flex
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To connect your Unify space to Flex, follow the [Connect an existing Segment Unify space](https://www.twilio.com/docs/flex/admin-guide/setup/unified-profiles/setup/unify-space){:target="_blank"} instructions in the Flex documentation.
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Before leaving Segment, note the following information about your Segment workspace and Unify space:
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- **Workspace ID**: Located in the [General Settings section](https://app.segment.com/goto-my-workspace/settings/basic){:target="_blank"} of your Segment workspace
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- **Workspace slug**: Located in the [General Settings section](https://app.segment.com/goto-my-workspace/settings/basic){:target="_blank"} of your Segment workspace
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- **Unify space slug**: Located in the address bar between `/spaces/` and `/explorer/`. For example: `app.segment.com/workspace-slug/unify/spaces/unify-space-slug/explorer`
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- **Unify space ID**: Located in the API access settings for your Unify space (**Unify > Unify settings > API access**)
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- **Profile API access token**: Either the access token you created in [Step 1: Set up your Unify Space](#step-1-set-up-your-unify-space), or for existing Unify spaces, a [new token](/docs/unify/profile-api/#configure-access){:target="_blank"}
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## Step 3: Connect your data to Unify
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After you've created a Unify space and connected it to Flex, you must return to the Segment app to connect a Salesforce CRM source, a data warehouse, and a Segment Profiles destination to your Unify space to send your customers' data to Unified Profiles.
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> success ""
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> This section is about setting up a Salesforce source, RETL source, and a Segment Profiles destination to link to your Unify space. If you have an existing Segment Unify space with these connections that you'd like to use, proceed directly to [Step 3: Connect your Unify space to Flex](#step-3-connect-your-unify-space-to-flex).
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> This section is about setting up a Salesforce source, RETL source, and a Segment Profiles destination to link to your Unify space. If you have an existing Segment Unify space with these connections that you'd like to use, proceed directly to [Step 4: Create Computed Traits and Predictions](#step-4-create-computed-traits-and-predictions).
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### Set up Salesforce
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1. From the [catalog page in your workspace](https://app.segment.com/goto-my-workspace/sources/catalog/salesforce){:target="_blank"}, select the Salesforce source and click **Add Source**.
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7. When you've finished mapping all relevant event fields and verified that your test record contains all of the relevant user information, click **Save Mapping.**
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8. You're returned to the Mappings page for your Segment Profiles destination. Under the Mapping status column, enable the mapping you created in the previous step.
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## Step 3: Connect your Unify space to Flex
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To connect your Unify space to Flex, follow the [Connect an existing Segment Unify space](https://www.twilio.com/docs/flex/admin-guide/setup/unified-profiles/setup/unify-space){:target="_blank"} instructions in the Flex documentation.
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Before leaving Segment, note the following information about your Segment workspace and Unify space:
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- **Workspace ID**: Located in the [General Settings section](https://app.segment.com/goto-my-workspace/settings/basic){:target="_blank"} of your Segment workspace
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- **Workspace slug**: Located in the [General Settings section](https://app.segment.com/goto-my-workspace/settings/basic){:target="_blank"} of your Segment workspace
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- **Unify space slug**: Located in the address bar between `/spaces/` and `/explorer/`. For example: `app.segment.com/workspace-slug/unify/spaces/unify-space-slug/explorer`
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- **Unify space ID**: Located in the API access settings for your Unify space (**Unify > Unify settings > API access**)
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- **Profile API access token**: Either the access token you created in [Step 1: Set up your Unify Space](#step-1-set-up-your-unify-space), or for existing Unify spaces, a [new token](/docs/unify/profile-api/#configure-access){:target="_blank"}
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## Step 4: Create Computed Traits and Predictions
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After linking your customer data to Flex through a Unify space, you can set up [computed traits](#computed-traits) and [Predictions](#predictions) to better understand your users.
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%}
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{% include components/reference-button.html
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href="/docs/unified-profiles/unified-profiles-workspace/"
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href="/docs/unified-profiles/create-a-workspace"
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icon="flex.svg"
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title="Create a Unified Profiles Workspace"
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description="Flex customers without an existing Segment workspace that includes a Unify space can obtain a Unified Profiles workspace and configure a Unify space. A Unified Profiles workspace provides limited access to Segment."
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title="Create a new Segment Workspace"
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description="Flex customers without an existing Segment workspace that includes a Unify space should create a new workspace and Unify space."
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%}
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</div>

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