Table of Contents


  1. Preface
  2. Introduction to Informatica Cloud Customer 360
  3. Configuring the Data Cleansing Settings
  4. Managing Batch Jobs
  5. Verifying Addresses, Email Addresses, and Phone Numbers
  6. Synchronizing Salesforce Records with CC360
  7. Managing Duplicate Records
  8. Consolidating Records
  9. Converting External Records to Salesforce Records
  10. Managing Hierarchies
  11. Integrating Cloud Customer 360 with MDM Multidomain Edition
  12. Managing Multi-Org
  13. Custom Settings
  14. Glossary

Step 3. Create Processes

A process collects data from fields in the process and sends the output from its actions to other fields.
You must create the following two processes for each search service and meta service:
  • Parent process. Process that runs on the Cloud Server.
  • Subprocess. Process that runs on a secure agent.
  1. On the
    Design Home
    page, click
  2. Click the start icon and configure the following process properties in the
    Process Properties
    dialog box:
    Name of the process and the name that appears when the process is available for use in other objects, such as embedded guides or subprocess steps.
    Applies To
    Type of object associated with the process. Select a process object from the list.
    Description of the process.
    Category name to group processes.
    Run Process On
    Specifies where you can run the processes.
    Based on the type of process you create, select one of the following options:
    • Cloud Server
    • Specific secure agent
    Run As
    Specifies whether to run the process as the current user or system.
    If you select
    Current User
    , the process uses the same privileges as the user who is running the process.
    If you select
    , the process uses system-level permissions to enable actions.
    The following image shows the process properties:
    In the General tab, you configure process properties, such as name and description.
  3. On the
    tab, select
    Output field is whole payload
  4. Click
  5. Click the process icon, and perform the following tasks to configure step properties in the
    Property Sheet
    1. Select
      Service Call
      as the step type.
      You can also create an Assignment Step.
    2. Enter a title for the step.
    3. From the
      list, select the service connector, and the action that you created.
    4. Click
      The following image shows the step information:
      The Property Sheet shows the step information such as the step type, the title, and the action.
  6. Click
    to save the process.
  7. Click
    to publish the process.
  8. On the
    Design Home
    tab, click
    , and click the parent process that you created.
    The properties of the process appears at the bottom of the screen. Use the Service URL to create a search connection in CC360.


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