Administrator Guide

Spring 2021

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Beans, Master Beans, and External Beans

A bean record is a container for data within

CC360

. A master bean is closely tied to a Salesforce account record. Master beans link the related contact beans and lead beans to the account. Master beans maintain the best version of the truth. External beans store data from external data sources. CC360 creates external beans when you import data from external data sources.

Each synchronized record in

CC360

has a corresponding bean record.

CC360

uses beans during multiple processes, such as matching and deduplication. The use of beans minimizes the amount of time that the associated record is locked during

CC360

processes.

CC360

can associate a bean with the following objects:

A standard Salesforce record, such as an account, contact, or lead

Records from sources outside Salesforce, such as Dun & Bradstreet

Custom objects, such as a project or an investment record

CC360

creates a master bean when

CC360

creates an account bean. The master bean maintains the relationship between all beans that are linked to an account.

Migrate your data into beans and master beans to synchronize