diff --git a/src/unify/profiles-sync/tables.md b/src/unify/profiles-sync/tables.md index 83e0fde051..6b793cb15c 100644 --- a/src/unify/profiles-sync/tables.md +++ b/src/unify/profiles-sync/tables.md @@ -259,19 +259,44 @@ Segment's Identity Resolution has processed these events, which contain a `segme ## Tables Segment materializes With Profiles Sync, you can access the following three tables that Segment materializes for a more complete view of your profile: + - [`user_traits`](#the-user_traits-table) - [`user_identifiers`](#the-user_identifiers-table) - [`profile_merges`](#the-profile_merges-table) -These materialized tables provide a snapshot of your Segment profiles, batch updated according to your sync schedule. +These materialized tables provide a snapshot of your Segment profiles, batch updated according to your sync schedule. + +### Switching to materialized Profile Sync + +If you're not using materialized views for Profile Sync and would like to switch, follow these steps: -Visit the [selective sync](/docs/unify/profiles-sync/#using-selective-sync) setup page to enable the following materialized tables, which Segment disables by default. +1. Enable Materialized Views through Selective Sync: + - Navigate to **Unify** on the sidebar and select **Profiles Sync**. + - Ensure you are viewing the Engage space you would like to enable materialized views for. + - Go to **Settings** → **Selective Sync** and enable the following tables: + - `user_traits` + - `user_identifiers` + - `profile_merges` -You can also use [historical backfill](/docs/unify/profiles-sync/profiles-sync-setup/#using-historical-backfill) with tables Segment materializes. +2. **Request a Full Profiles and Events Backfill** + - After enabling the materialized views, you'll need to ensure historical data is populated in the materialized tables. + - Write to [friends@segment.com](mailto:friends@segment.com) and request: + - A full **Profiles Backfill** to populate historical profiles data. + - An **Events Backfill** to include any relevant historical events, including a date range for Segment to pull data in for the events backfill. + +3. **Verify Your Data** + - Once the backfill is complete, review the data in your warehouse to confirm all necessary historical information has been included. > warning "" > For materialized view tables, you must have delete permissions for your data warehouse. +### Why materialized views? + +Materialized views offer several advantages: +- **Faster queries:** Pre-aggregated data reduces query complexity. +- **Improved performance:** Access enriched profiles and historical events directly without manual joins. +- **Data consistency:** Automatically updated views ensure your data stays in sync with real-time changes. + ### The user_traits table