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English
  • Customer 360 for Salesforce Spring 2018
  • 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

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Duplicate Record Management Process

The duplicate records management process includes identifying and merging duplicate records. You can run the duplicate check batch jobs to identify duplicate records. You can then run the merge batch job to merge the duplicate records.
The duplicate check batch jobs use the following custom settings:
  • Matching Settings
  • Match Score Weighting
  • Null Scores
  • Matching and Duplicate Thresholds
  • Performance Settings
The duplicate check jobs compare the beans and the master bean of accounts, contacts, and leads to identify the duplicate records. The job stores the duplicate records in the Duplicates table.
After you identify the duplicate records, you can merge the records. Run the merge job to merge the duplicate records. The merge job eliminates the duplicate records and retains the master record. You can toggle the master record to select which record in the pair the merge job eliminates.
The following image shows how the duplicate check and the merge jobs detect and merge the duplicate records in
CC360
:
The image shows how the duplicate check batch jobs identify duplicate records and store them in the Duplicates table. The merge job merges the duplicate records. The duplicate check and the merge batch jobs use the match score weightings, null scores, matching and duplicate thresholds, and matching settings.
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