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English
  • Customer 360 for Salesforce Spring 2019
  • All Products

Table of Contents

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  1. Preface
  2. Introduction to Informatica Cloud MDM - Customer 360 for Salesforce
  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 MDM - Customer 360 for Salesforce with Multidomain MDM
  12. Managing Multi-Org
  13. Troubleshooting
  14. Custom Settings
  15. Glossary

Administrator Guide

Administrator Guide

Back Next

Configuring the Matching and Duplicate Thresholds

Configuring the Matching and Duplicate Thresholds

CC360
 identifies duplicate records based on the matching and duplicate thresholds. You can configure the threshold that a total match score must achieve for
CC360
 to consider records a match or a duplicate.
To configure the matching and duplicate thresholds, edit the matching settings.
  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
        .
        The
        Setup Home
         page appears.
      2. Under
        PLATFORM TOOLS
        , click
        Custom Code
        Custom Settings
        .
    The
    Custom Settings
     page appears.
  2. Select
    Manage
     for
    Matching Settings
    .
    The
    Custom Setting Matching Settings
     page appears.
  3. Click
    Edit
     for the object settings you want to edit or click
    New
     to create object settings.
  4. On the
    Matching Settings Edit
     page, enter a duplicate threshold in the duplicate threshold field.
  5. Enter a matching threshold in the high matching threshold field.
  6. Click
    Save
    .
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