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  • 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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Matching Settings

Matching Settings

You can configure the matching settings to determine how
CC360
 calculates match scores. You can also configure the matching settings to determine how exclusive the initial prefiltering is. You can set the match score threshold that two records must achieve for
CC360
 to consider the records a match.
The matching settings affect the results of the matching and duplicate check batch jobs.
CC360
 compares records field by field and gives scores for the field matches.
CC360
 then adds the scores of the weighted field matches to determine a total match score. If the score is at or higher than the match score threshold,
CC360
 considers the records a match.
The matching batch job uses the high level matching threshold level in the matching settings. Edit the account matching settings to configure matching settings for the matching batch job.
The duplicate check and duplicate contact check batch jobs use the duplicate threshold level in the matching settings. Edit the account matching settings to configure matching settings for the duplicate check batch job. Edit the contact matching settings to configure matching settings for the duplicate contact check batch job.
You can also assign a weighting to each field score to determine the impact that the field score has on the total match score. Use the Fuzzy Data Comparison Page to test your match settings before you run the matching, duplicate check, and duplicate contact check batch jobs.
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