docs(audiences): document Export sync toggle as prerequisite for Salesforce write-back#1614
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…sforce write-back Fixes the gap surfaced by Intercom ticket #215475130065193: customer mapped fields with Always write rules but saw no data sync because Export sync was off. The existing doc said data "writes back automatically" with no mention that the toggle must be enabled first. Changes: - Update "Writing back to your CRM" to state Export sync is the master switch and add step-by-step instructions for enabling it - Add FAQ "I've mapped fields to Salesforce but the data isn't syncing — why?"
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george-dilthey
marked this pull request as ready for review
July 17, 2026 16:58
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What changed
Added explicit instructions for enabling the Export sync toggle to
docs/audiences.mdin two places:"Writing back to your CRM" section — updated the opening sentence (previously "Enriched data and segment changes write back automatically") to clearly state that the Export sync toggle is the required master switch before any data flows to Salesforce. Added a step-by-step "To enable Export sync" block explaining the exact navigation path (Settings → Sources/Destinations → object tab → Export [Object] data → toggle on Export sync).
New FAQ — added "I've mapped fields to Salesforce but the data isn't syncing — why?" to the FAQ section, directly mirroring the customer's question. Points to the Export sync toggle as the primary cause and repeats the enabling steps.
Why
Intercom conversation #215475130065193: Gabriel Griffith (Saviynt, Enterprise) mapped fields to the Salesforce Account object with "Always write" rules but saw no data flowing to Salesforce. Fin couldn't resolve this and escalated. Support engineer Peter Johnston explained the fix: the Export sync toggle in Settings → Sources/Destinations → Export Accounts data must be enabled — it's a master switch, and field-level write rules are irrelevant until it's on. Customer confirmed the fix worked by sharing a screenshot of the toggle enabled.
The existing "Writing back to your CRM" section said "Enriched data and segment changes write back automatically" — misleading because it implies no setup is required. The setup steps (step 4) told users to leave Export Sync "off for now" during initial import setup but never told them when or how to turn it on. No FAQ covered this exact symptom.
Source link(s)
clay-base/apps/cron/src/audiences/salesforce/exportAudiencesToSalesforce.ts:47-62(toggle gates all writes before field-level evaluation) andscheduleExports.ts:31-45(24h per-workspace cadence with deterministic workspace offset)Uncertainties
None. Both product-behavior claims verified PASS by the verifier sub-agent. Human admin (Peter Johnston) confirmed the answer in the Intercom conversation and customer confirmed the fix worked.
Related observations
Multiple other open PRs touch
docs/audiences.md(PRs #1485, #1507, #1528, #1547, #1550, #1558, #1569, #1582, #1585, #1587, #1605) — none of them cover the Export sync toggle as a prerequisite or the "mapped fields not syncing" FAQ. This change is materially new and independent of those PRs. Reviewer should be aware of the concurrent edits and reconcile at merge time.Closes DOC-1221