Source to CDP
Get data from the source using webhooks (triggered Blend) or an incremental block (scheduled Blend). Use a CDP Upsert
block to send each object to the CDP.
Example:
CDP Upserts
Configure the Where
section of the Upsert block. This section defines how to identify existing records in the CDP:
The Where section should have two Key/Values:
- external_id: equal to the id from the source (e.g. Salesforce id)
- source: name of the source platform (text, e.g.
salesforce
)
Configure the behavior for the creation of new objects and updates of existing objects:
Note: the CDP Upsert is smart. It will not increase the timestamp last update
in the CDP when the object did not change. This avoids unnecessary webhooks being triggered by the CDP to the destination.
Add field mapping from the source to the CDP object:
Make sure to map at least following fields:
- external id: the id from the source (same mapping as in the Where section)
- source: name of the source platform (text, e.g.
salesforce
, same as in the Where section)
Custom fields
Use custom fields for data that cannot be mapped to the CDP Unified datamodel.
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