Slow-cooker integration: See which accounts are no longer matching
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:
- Make sure all Salesforce jobs have setting to run a full sync and rebuild objects matching every night:
- Within each job, add a mapping using the Function Editor to set a custom date attribute each time the job runs:
- Validate the mapping and save the job.
- Create a new account segment with a filter for "Last Sync Date" attribute where date is over 1 day ago.
- Add a segment trigger to notify yourself via email anytime a new account enters this segment.
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