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English
  • Customer 360 for Salesforce Spring 2021
  • 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. Appendix A: Custom Settings
  15. Appendix B: Glossary

Administrator Guide

Administrator Guide

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Configuring Custom Settings Using the Setup Wizard

Configuring Custom Settings Using the Setup Wizard

Use the setup wizard to simplify the implementation process and verify that the custom settings are valid. The setup wizard systematically navigates you through the
CC360
 configuration steps.
  1. From the
    Setup
     section of the
    CC360 Admin
     tab, click
    Run the Setup Wizard
    .
  2. To use the Setup Wizard to configure custom settings, click
    Assistant
     in the
    Setup
     section.
    The wizard navigates you through the configuration of the following custom settings:
    • Standardization settings
    • Synchronization settings
    • Data source settings
    • De-duplication settings
    • Enrichment settings
    • Profile and permission settings
    • Field set settings
    • External adapter settings
    • Customer 360 settings
    • Internal settings
  3. To restore the default settings for the custom settings you can configure with the Setup Wizard, click
    Use Defaults
    .
  4. To restore the default settings for specific custom settings, click
    Set Defaults
     from the appropriate Setup Wizard Assistant step.
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