Table of Contents

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  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

Batch Jobs

You can schedule or manually launch batch jobs to perform multiple tasks in Informatica Cloud Customer 360 (
CC360
).
You can perform the following tasks in
CC360
:
Verify Addresses, email addresses, and phone numbers
You can run the Data as a Service batch job to verify addresses, email addresses, and phone number of Salesforce records.
Synchronize the Salesforce records with
CC360
You can run the following batch jobs to synchronize Salesforce records with
CC360
:
  • Migrate Accounts. Creates a bean and master bean for each Salesforce account record, and synchronizes information from account records to the corresponding beans and master beans.
  • Migrate Contacts. Creates a bean and master bean for each Salesforce contact record, and then synchronizes information from the contact records to each bean and master bean.
  • Migrate Leads. Creates a bean and master bean for each Salesforce lead record, and then synchronizes information from the lead records to each bean and master bean.
  • Migrate Hierarchy. Establishes parent-child relationships between the beans based on the Salesforce account hierarchy.
Identify and merge duplicate records
You can run the following batch jobs to identify and merge the duplicate records:
  • Duplicate Check. Detects duplicate accounts.
  • Duplicate Contact Check. Detects duplicate contacts, leads, and custom objects.
  • Merge Accounts. Merges duplicate accounts.
  • Merge Contacts. Merges duplicate contacts.
  • Merge Leads. Merges duplicate leads.
Consolidate records to create golden records
You can run the following batch jobs to consolidate the records to create golden records:
  • Matching. Finds the master bean that is the best match for beans without master beans.
  • Consolidation. Consolidates data from multiple data sources and creates golden records.
Convert an external record to a Salesforce record
You can run the Data Conversion batch job to convert an external record to a Salesforce record.
Process changes in large hierarchies and update the hierarchy information
CC360
runs the following batch jobs asynchronously:
  • Asynchronous Hierarchy Processing. Processes hierarchy changes for hierarchies with more than 500 records.
  • Asynchronous Cloning Process. Process hierarchy cloning for hierarchies with more than 500 records.
  • Synchronise Reporting Data. Updates the hierarchy information for all records in an account hierarchy when account hierarchy enrichment is disabled.

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