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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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Settings for the Consolidation Process

Settings for the Consolidation Process

The consolidation batch job uses the default data source and enrichment settings if you enable the enrichment option. Before you run the consolidation batch job, you must also run the matching batch job that uses the default matching and synchronization settings. You can customize the default custom settings based on your Salesforce organization and requirement.
Before you run the consolidation batch job, you can perform the following tasks:
  • Configure the data source settings.
  • Configure the enrichment settings if you enable enrichment option.
  • Configure the matching settings.
  • Configure the synchronization settings.
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