Use case: Get notified when accounts no longer match (Salesforce integration)

I have a scheduled Salesforce integration job running. How can I see which accounts are no longer matching over time?

Ingredients

  • 1 custom date attribute / mapping added per integration job
  • 1 account segment with segment trigger

Preparation

  1. Make sure all Salesforce jobs have setting to run a full sync and rebuild objects matching every night:
  2. Within each job, add a mapping using the Function Editor to set a custom date attribute each time the job runs:
  3. Validate the mapping and save the job.  
  4. Create a new account segment with a filter for "Last Sync Date" attribute where date is over 1 day ago. 
  5. Add a segment trigger to notify yourself via email anytime a new account enters this segment.

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