Table of Contents


  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

Step 1. Create a Template for the DaaS Job

Step 1. Create a Template for the DaaS Job

Create a template for the DaaS job to schedule the job, select the objects, and select the services that you want to run.
  1. Based on the Salesforce environment that you use, perform one of the following tasks:
    • In Lightning Experience, on the navigation bar, click
      CC360 Admin
    • In Salesforce Classic, click the
      CC360 Admin
    Manage CC360
    page appears.
  2. From the
    section, select the
    Data as a Service
  3. Click
    Add Template
    Job Template Configuration
    page appears.
  4. Enter a description for the template.
  5. Schedule the frequency to run the job.
    You can schedule to run the job once, daily, hourly, weekly, monthly, and yearly.
    By default, the maximum number of schedules for the DaaS job is 30. To change the default value, change the
    MaxSchedulesData as a Service
    internal setting value.
    The following sample code sets the value of the internal setting to 50:
    API_SettingsManager.updateInternalSetting ('MaxSchedulesData as a Service', 50);
  6. Select an object to verify. You can select a Salesforce object or a custom object.
    The column filter fields appear only after you select an object.
  7. Select one or more of the following verification options:
    • Verify Phone Numbers.
    • Verify Emails.
    • Verify Addresses.
    Optionally, you can exclude the records that you previously verified for each verification service. For example, you can specify to exclude the records verified within the last two days for the email verification service.
  8. To select the records on which you want to run the DaaS batch job, configure the filters.
    For example, if you select Accouny Name as the field and EQUALS as the operator and enter
    as the value,
    verifies only the records that have
    as the account name.
    For the IN, NOT IN, INCLUDES, and EXCLUDES operators, you can enter multiple values separated by commas. For the other operators, do not enter values within single quotes. If you enter values within single quotes, the single quotes are treated as part of value.
  9. Click
    . The template is created.
    After you create a template, you can clone the template to create a new template. You can use the new template to configure another job that run on a different schedule, run on different objects, or run a different service.


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