Table of Contents


  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

Consolidation Process

Consolidation Process

You can consolidate data from multiple data sources and create golden records. You can also enrich Salesforce records with data from the consolidated master bean records.
Before you run the consolidation job, you must run the matching batch job to find the master beans for the beans from external data sources and create master beans for the beans that are not linked to any master bean.
The following image shows how the matching job creates master beans for beans:
The image shows how the matching batch job finds the master bean that is the best match for each bean. If no match is found creates a master bean for the bean.Customer 360 for Salesforce
You can run the consolidation job on beans from multiple data sources. The consolidation job uses the data source settings and the enrichment settings. You can also enrich the Salesforce records with data from the consolidated beans if the enrichment is enabled.
During the consolidation process,
Customer 360 for Salesforce
performs the following tasks:
  1. Compares the priorities of the fields between the external beans based on the data source settings.
  2. Updates the value of the higher priority field to the corresponding field in the master bean.
During comparison, if a field has the same priority for all the external beans, CC360 checks the value of the Last Updated custom field for the beans and selects the bean with the latest date and time value. If the conflict persists, CC360 compares the bean numbers and selects the bean with the higher bean number.
You can supplement records with information from external data sources. Configure the fields of the objects that
Customer 360 for Salesforce
Customer 360 for Salesforce
) must override when the fields in the associated master bean are updated.
You can enrich the following objects:
  • Accounts, person accounts, cases, and opportunities.
  • Custom objects.
The following image shows how the consolidation job consolidates data and enriches records:
The image shows how the consolidation batch job consolidates data from multiple beans and create a golden record. You can enrich Salesforce records with the data from the consolidated master bean if the Override Account option is enabled in the 
			 Edit CC360 Settings page.


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