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English
  • Customer 360 for Salesforce Spring 2017
  • All Products

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

Administrator Guide

Administrator Guide

Back Next

Step 5. Create a Segment Setting for the Custom Object

The segment settings define custom segment structures for the custom object class.
  1. Based on the Salesforce environment that you use, perform one of the following tasks:
    • In Salesforce Classic, from the
      Setup
       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
        .
        The
        Manage CC360
         page appears.
      2. From the
        Setup
         section, click
        Run the Setup Wizard
        .
  2. Under
    Setup
    , click
    Advanced
    .
    The
    Advanced
     section appears.
  3. Under
    Advanced
    , click
    Segments
    .
    The
    Custom Setting Segment Settings
     appears.
  4. Click
    New
    .
  5. In the
    Segment Settings Information
     section, configure the following settings:
    Name
    Name of the object class that you created for the custom object.
    Component Fields 1 through 5
    API names of the bean fields to use to generate the segment.
    Component Length 1 through 5
    Nnumber of characters to use from the API names of beans that you specify in the component fields.
  6. Click
    Save
    .
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