Table of Contents

Search

  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 1. Create an Object Class for the Custom Object

An object class indicates the object type to which a record belongs. Object classes are used in the matching settings to compare records. You can compare two records only if they are of the same object class.
  1. Based on the Salesforce environment that you use, perform one of the following tasks:
    • In Salesforce Classic, perform the following tasks:
      1. In the upper-right corner of the page, select your name, and click
        Setup
        .
      2. Under
        App Setup
        , click
        Develop
        Custom Settings
        .
    • In Lightning Experience, perform the following tasks:
      1. Click the quick access menu ( The image shows the quick access menu. 
						), and then click
        Setup Home
        .
        The
        Setup Home
        page appears.
      2. Under
        PLATFORM TOOLS
        , click
        Custom Code
        Custom Settings
        .
    The
    Custom Settings
    page appears.
  2. For
    Object Classes
    , click
    Manage
    .
    The
    Custom Settings Object Classes
    page appears.
  3. Click
    New
    .
    The
    Object Classes Edit
    page appears.
  4. In the
    Object Classes Information
    section, configure the following object class settings:
    Name
    Name of the object class.
    If you want to enable batch level detection of duplicate records, you must enter
    Contact
    as the object class name.
    Detect Duplicates from all Sources
    Enables CC360 to detect duplicates during the synchronization process. Default is enabled.
    Object Family
    Family to which the object class belongs, such as Company.
  5. Click
    Save
    .

0 COMMENTS

We’d like to hear from you!