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Validate Your Identity System Configuration

Confirm and debug your identity system configuration.

Required Editions

Permissions Needed
To configure the identity system: A role with Administrator permissions
  1. To confirm that the correct namespace is set, from the main navigation, select Settings | Identity Types. The Identity Namespace field at the top right of the page shows your dataset ID.
  2. If the Identity Namespace field is blank, contact Salesforce Customer support to help you add it.
  3. To verify that attributes match the correct Identity Types, select Settings | Attributes.
  4. In the Attributes table, review each attribute’s Identity Type setting.
  5. To confirm events, select Reports | Event Stream.
  6. In the Event Stream Report, make sure that events are sent in the proper format and that identity values are passed to the correct attributes. For more information, see the Developer Documentation User Identity Mapping and Serverside Event API Requests.
  7. Verify that ETL formatting is correct. For more information, see User ETL Data Feed.
    1. Confirm that your ETLs are sent in the correct format to the correct attribute and that ETL formatting overall is correct.
    2. Make sure that column headers are formatted correctly for your identity attributes and they’re in line with the expected column of data.
  8. If configured for your system, confirm that the Channel Identity Type is being used correctly. To check the identity type for each channel, see these setup help topics for the channels used in your system: Mobile, Serverside, Web, Email.
    Note
    Note Channel Identity Type is a dedicated identity type set for each channel. This identity type identifies a known user for the specified channel. By default, the identity type for each channel is set to the built-in customerId identity. Changing the channel identity type after collecting data with a previous identity can corrupt data and affect user merging.
  9. If your implementation uses Channel Identity Type, make sure that your sitemap and event sources from other channels use the identity type correctly.
    Send the value for the Channel Identity Type in events as user.id. For example, if the Channel Identity Type for a web integration is configured to be customerId, the sitemap for this integration must map the value for customerId to user.id.