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 4. Create a Matching Setting for the Custom Object

The matching settings define weighting for each custom object field that the matching and duplicate check processes use.
  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
  3. In the
    section, click
  4. Optionally, in the
    Other Information
    section, configure the following settings:
    Name of the object class that you created for the custom object.
    Maximum Score
    The maximum possible score. Do not populate this field. Default is no value.
    Keep Duplicates when Re-Processing
    Retains associated duplicate records even when the duplicate checked flag is reset. Default is disabled.
    Duplicate Threshold
    Threshold for being detected as a duplicate record. When the duplicate check batch job and duplicate contact check batch job run, records must have a match score that meets or exceeds the duplicate threshold. If the total match score achieves the duplicate threshold, CC360 considers the records as duplicates. Default is 90.
    High Matching Threshold
    The highest threshold for matching records. When the matching batch job runs, the external data record and the master bean record must have a match score that meets or exceeds the high matching threshold. If the total match score achieves the high matching threshold,
    considers the external data record and the master bean record a match. Default is 90.
    Low Matching Threshold
    Not used.
    Enable Native Salesforce Matching
    Mapping for Record Type ID field on the bean. Specify the API name of the corresponding field on the bean.
    Native Salesforce Match Threshold Level
    Threshold for detecting a matching record when
    uses the Saleforce matching algorithm. The Saleforce algorithm might result in slightly different match scores than the
    matching algorithm.
  5. In the
    Company Information
    Contact Information
    sections, configure null scores and weightings for the custom object fields.
  6. Click


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