Communities
A collaborative platform to connect and grow with like-minded Informaticans across the globe
Product Communities
Connect and collaborate with Informatica experts and champions
Discussions
Have a question? Start a Discussion and get immediate answers you are looking for
User Groups
Customer-organized groups that meet online and in-person. Join today to network, share ideas, and get tips on how to get the most out of Informatica
Get Started
Community Guidelines
Knowledge Center
Troubleshooting documents, product guides, how to videos, best practices, and more
Knowledge Base
One-stop self-service portal for solutions, FAQs, Whitepapers, How Tos, Videos, and more
Support TV
Video channel for step-by-step instructions to use our products, best practices, troubleshooting tips, and much more
Documentation
Information library of the latest product documents
Velocity (Best Practices)
Best practices and use cases from the Implementation team
Learn
Rich resources to help you leverage full capabilities of our products
Trainings
Role-based training programs for the best ROI
Certifications
Get certified on Informatica products. Free, Foundation, or Professional
Product Learning Paths
Free and unlimited modules based on your expertise level and journey
Resources
Library of content to help you leverage the best of Informatica products
Tech Tuesdays Webinars
Most popular webinars on product architecture, best practices, and more
Product Availability Matrix
Product Availability Matrix statements of Informatica products
SupportFlash
Monthly support newsletter
Support Documents
Informatica Support Guide and Statements, Quick Start Guides, and Cloud Product Description Schedule
Product Lifecycle
End of Life statements of Informatica products
Ideas
Events
Change Request Tracking
Marketplace
English
  • Customer 360 for Salesforce Spring 2021
  • All Products

Table of Contents

Search

  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

Back Next

Step 3. Create Processes

Step 3. Create Processes

A process collects data from fields in the process and sends the output from its actions to other fields.
You must create the following two processes for each search service and meta service:
  • Process. Process that runs on the Cloud Server.
  • Subprocess. Process that runs on a Secure Agent.
  1. In Application Integration, click
    New
    . The
    New Asset
     dialog box appears.
  2. Click
    Processes
    Create
    .
  3. In the
    Properties
     panel, enter the required information in the following sections:
    • General
    • Start
    • Input Fields
    • Output Fields
    • Temp Fields
    • Messages
    • Advanced
    • Notes
    For more information about the properties, see the
    Informatica Cloud Application Integration
     help.
  4. In the
    Design
     panel, add the process steps and define the properties.
    You can add
    Service
     or
    Assignment
     steps. For more information about adding steps, see the
    Informatica Cloud Application Integration
     help.
  5. Save and publish the process.
  6. On the
    My Processes
     page, and click the process that you created.
    The properties of the process appears at the bottom of the screen. Use the Service URL to create a search connection in CC360.
0 COMMENTS
We’d like to hear from you!