diff --git a/src/unify/salesforce-unify.md b/src/unify/salesforce-unify.md index 341171a8f5..69563409bd 100644 --- a/src/unify/salesforce-unify.md +++ b/src/unify/salesforce-unify.md @@ -7,6 +7,9 @@ This guide outlines the process for setting up Salesforce as a data source with Once configured, this integration lets you send Salesforce data directly to Segment Profiles, eliminating the need for a data warehouse and enabling faster data synchronization and profile enrichment. +> info "API usage and billing" +> The Salesforce Unify Direct Profile Integration increases API usage. Verify your API limits and Segment billing before you enable the Salesforce Unify Direct Profile Integration. + ## Prerequisites Before you begin, make sure that you have the following: @@ -61,9 +64,10 @@ Next, add a Segment Profiles destination: Finish by enabling the destination mappings and the source: -1. From the overview tab of the Segment Profiles destination you created, toggle the **Mapping Status** switch to **Enabled**. -2. Return to your Salesforce source and navigate to **Settings > Basic settings.** -2. Toggle the **Enable source** switch to on. +1. From the settings tab of the Segment Profiles destination you created, toggle the **Enable destination** switch to **Enabled**, then click **Save**. +2. From the overview tab of the same Segment Profiles destination, toggle the **Mapping Status** switch to **Enabled**. +3. Return to your Salesforce source and navigate to **Settings > Basic settings**. +4. Toggle the **Enable source** switch to on. Data now begins syncing between Salesforce and Segment.