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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

Configuring the Synchronization Settings

Configuring the Synchronization Settings

The synchronization settings define the mappings of fields from standard Salesforce and custom objects to the
CC360
beans. To customize the default synchronization settings, use the setup wizard.
  1. Based on the Salesforce environment that you use, perform one of the following tasks:
    • In Salesforce Classic, perform the following tasks:
      1. In the upper-right corner of the page, select your name, and click
        Setup
        .
      2. Under
        App Setup
        , click
        Develop
        Custom Settings
        .
    • In Lightning Experience, perform the following tasks:
      1. Click the quick access menu ( The image shows the quick access menu. 
						), and then click
        Setup
        .
        The
        Setup Home
        page appears.
      2. Under
        PLATFORM TOOLS
        , click
        Custom Code
        Custom Settings
        .
    The
    Custom Settings
    page appears.
  2. Select
    Manage
    for
    Synchronization Settings
    .
    The
    Custom Setting Synchronization Settings
    page appears.
  3. To create a Synchronization Settings, click
    New
    .
    The
    Synchronization Settings Edit
    page appears.
  4. Configure the following settings:
    Name
    Name of the object or the record type for which you want to define the synchronization settings.
    You can use one of the following formats to define synchronization settings:
    • For an object type,
      <Object Name>
      For example, Account.
    • For one or more record types,
      <Object Name>:<Record Type Name1>,<Record Type Name2>,...<Record Type NameN>
      For example, Case:High Severity,Medium Severity indicates that the synchronization settings are applicable to the High Severity and Medium Severity record types.
    • For a person account,
      PersonAccount
    City
    Optional. Mapping for City field on the bean. Specify the API name of the corresponding field on the bean.
    Country
    Optional. Mapping for Country field on the bean. Specify the API name of the corresponding country text field on the bean.
    For example,
    BillingCountry
    .
    If you have country picklists enabled in your organization, specify the API name of the standard Salesforce country code field on the bean.
    For example,
    BillingCountryCode
    .
    Postal Code
    Optional. Mapping for Postal Code field on the bean. Specify the API name of the corresponding field on the bean.
    State
    Optional. Mapping for State field on the bean. Specify the API name of the corresponding text field on the bean.
    For example,
    BillingState
    .
    If you have state picklists enabled in your organization, specify the name of the standard Salesforce state code field on the bean.
    For example,
    BillingStateCode
    .
    Birthdate
    Optional. Mapping for Birthdate field on the bean. Specify the API name of the corresponding field on the bean.
    Company
    Optional. Mapping for Company field on the bean. Specify the API name of the corresponding field on the bean.
    Custom Fields 1 through 20
    Optional. Mapping for custom fields 1 through 20 on the bean. Specify the API name of the corresponding field on the bean.
    Quick Cleansing
    Optional. Accelerates the data cleansing process and reduces the number of script statements in the Salesforce triggers. Disable only during the initial data load and during migration, or if you experience problems with the order of execution of custom triggers. Default is enabled.
    Domain
    Optional. Mapping for Domain field on the bean. Specify the API name of the corresponding field on the bean.
    Email
    Optional. Mapping for Email field on the bean. Specify the API name of the corresponding field on the bean.
    First Name
    Optional. Mapping for First Name field on the bean. Specify the API name of the corresponding field on the bean.
    Keep Data after Object Deletion
    Optional. Saves a copy of the data in the data pool after deletion of the object in Salesforce. Default is disabled.
    Last Name
    Optional. Mapping for Last Name field on the bean. Specify the API name of the corresponding field on the bean.
    Mobile Phone
    Optional. Mapping for Mobile Phone field on the bean. Specify the API name of the corresponding field on the bean.
    Do Not Delete Bean after Unsynchronizing
    Optional. Saves the bean even if the Synchronize flag is disabled.
    Parent ID
    Optional. Mapping for Parent ID field on the bean. Specify the API name of the corresponding field on the bean.
    Phone
    Optional. Mapping for Phone field on the bean. Specify the API name of the corresponding field on the bean.
    Record Type ID
    Optional. Mapping for Record Type ID field on the bean. Specify the API name of the corresponding field on the bean.
    Synchronize
    Optional. Synchronizes the corresponding Salesforce object such as Account, Lead, and Contact. Default is enabled.
    Website
    Optional. Mapping for Website.
  5. Click
    Save
    .

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