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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

Segment Settings for a Record Type

Segment Settings for a Record Type

If the record type is enabled in Salesforce, you can define segment settings specific to each record type of an object class, such as account and lead.
When you run a migration batch job, the batch job looks for the segment settings in the following order:
  1. Segment settings specific to each record type.
  2. If the segment settings are not available for a record type, the batch job looks for the segment settings defined for the object class to which the record type belongs.
    For example, if you do not define segment settings for an account record type named Account:Personal, the batch job looks for the segment settings defined for the Account object class.
  3. If the segment settings are not available for the object class to which the record type belongs, the batch job uses the default segment settings of the object class.

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