Frequently Asked Questions

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. 

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. 

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.