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English
  • Customer 360 for Salesforce Spring 2022
  • All Products

Table of Contents

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  1. Preface
  2. Introduction to Informatica 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 Customer 360 for Salesforce
  7. Managing Duplicate Records
  8. Consolidating Records
  9. Converting External Records to Salesforce Records
  10. Managing Hierarchies
  11. Integrating 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

Enabling Data Cleansing Options

Enabling Data Cleansing Options

You can enable legal form, country name, and domain name normalization in
Customer 360 for Salesforce
. You can also enable country name validation.
  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
    Customer 360 for Salesforce
     settings.
    The
    CC360 Settings
     page appears.
  3. Select
    Edit
     for the
    Active
     settings.
  4. In the
    Customer 360 for Salesforce
     settings information, select one or more of the following options:
    • Extract Domain.
      Customer 360 for Salesforce
       populates the domain field with the domain extracted from the website field.
    • Extract Legal Form. Improves the matching performance.
    • Standardize Country.
      Customer 360 for Salesforce
       replaces nonstandard country names with a standard country name.
    • Validate Country. Prevents you from entering country name that does not appear in the international settings.
  5. Click
    Save
    .
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