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 a Data Source Setting for the Custom Object

CC360 uses the data source settings for the consolidation process. You must also set the priority of the fields for the data source in beans.
  1. Based on the Salesforce environment that you use, perform one of the following tasks:
    • In Salesforce Classic, from the
      section of the
      CC360 Admin
      tab, click
      Run the Setup Wizard
    • In Lightning Experience, perform the following tasks:
      1. On the navigation menu, click
        CC360 Admin
        Manage CC360
        page appears.
      2. From the
        section, click
        Run the Setup Wizard
  2. Under
    , click
    Data Sources
  3. In the
    Data Sources
    section, click
  4. In the
    section, configure the following settings:
    Name of the data source setting.
    The name of the data source setting should be the same as the API name of the custom object.
    A description for the data source.
    Object Class
    Object class that you created for the custom object.
  5. Configure the priority of the source on the corresponding fields on the bean in the following sections:
    • Contact Information
    • Company Information
    • Address Information
    • Custom Information
  6. Click


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