Creating and deleting a data import connection and source
What is a connection?
A connection represents a system that contains information about your customers and prospects. Examples of connections are Salesforce, Marketo and Eloqua.
Where can I see all of the connections I have created?
After you have created a connection, you will see all of your connections on the connections tab. The connections tab has two views (1) tile view (2) list view
What if I want to delete my data import connection?
To delete a connection, you can click the Delete button within the connection settings. If you delete a data source, records will no longer be imported into the system from this source.
1. Click on the Connection tile
2. Click on Settings
3. Click the Delete button
Why would I want to delete a data import connection?
You may want to delete a connection if you no longer want to load any data to the CDP from this connection. Deleting a connection will also delete all of the sources associated with this connection. Deleting a connection will not delete any of the data that was previously imported from that connection.
What is a data source?
A data source represents a type of data that exists within a connection. An example of data sources are accounts and contacts that exist in Salesforce. Accounts and contacts represent two different data sources from the Salesforce connection.
Where can I see all of the data sources I have created?
After you have created a data source, you will see all of your data sources on the sources tab.
What if I want to delete my data source?
To delete your data source, you can go to the source and click on the Delete Source button. If you delete a data source, records will no longer be imported into the system from this source. Data that was imported previously from the data source will not be deleted.
Why would I want to delete a data source?
You may want to delete a data source if you no longer want to load any data into the CDP from this data source. An alternative to deleting a data source is to pause imports from the data source into the CDP by using the toggle.
Am I able to pause a data source without deleting it?
You are able to pause a data source, by toggling the individual source off.
Creating, deleting and managing field mappings
How do I map a field from my source system to the CDP?
If you are creating a source for the first time, you must first create the source using the Create Source button. You can map fields from the source as part of a step in the source wizard.
If you want to map new fields from an existing source, click on the Edit Mapping icon on the source.
Once I have mapped a field from my source system to the CDP, can I make changes to this mapping?
If you have already mapped a field from your source system to the CDP, you can change this mapping. To change this mapping, click on the Edit Mapping action on the source.
You can then use the arrow or x icon to choose a new field to map to the CDP field or remove the mapping entirely.
If a change is made to field mapping, do those changes retroactively get applied to data already loaded into the CDP?
If you have already loaded data and decide to change a field mapping, data that was previously loaded may be overwritten. For example,
1. If you previously mapped 'Account Type' from Salesforce to the CDP attribute of 'Type'.
2. Several weeks later you decide to change the mapping and choose to map 'Customer Type' from Salesforce to the CDP attribute of 'Type'. If the same record is loaded to the CDP again, the previous data will be overwritten.
Where can I delete a field from the CDP?
You can delete a field from the CDP, but going to the CDP Attribute section. You can use the trash can icon on the field you want to delete.
If you delete a mapped field will the system alert you if that field is currently being used for something in the CDP?
If you delete a field from the CDP, you will receive an warning message that all of the segments and models that rely on using the attribute will be impacted. When you delete an attribute data will no longer be loaded to the CDP attribute and the attribute will show up as deprecated in any models and segments that were using it.
I need to use an ID to integrate with an activation connector? How do I map this ID field so that I can use this to connect to my activation connector?
On the CDP attribute page you can indicate that an ID field should be used by an activation connector.