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

Configuring the Enrichment Settings

Configuring the Enrichment Settings

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.
To define a mapping in the custom settings, enter the API name for the account field that you need to map to in the relevant enrichment setting field. Follow the API name with a colon (:) and then the enrichment operator that describes how you want the enrichment to behave.
Use the following enrichment operators:
  • - (hyphen). Ignores the field.
  • 0 (zero). Updates the field only if the value is null.
  • + (plus). Updates the field if the present value is not null.
  • ++ (double plus). Updates the field.
For example, if you enter
BillingCity:++
in the City field,
Customer 360 for Salesforce
updates the field. The default operator is 0.
To define a mapping in the setup wizard, select the account field and the enrichment option for that field.
When you update a date or a time field, use the following format:
For date.
<yyyy>-<mm>-<dd>
For time.
<hh>:<mm>:<ss>
For example,
1982-03-21 11:20:32
  1. To enable the enrichment option, enable the Override Account option in the
    Edit CC360 Settings
    page.
  2. 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.
  3. Select
    Manage
    for
    Enrichment Settings
    .
    The
    Custom Setting Enrichment Settings
    page appears.
  4. To create an enrichment setting, click
    New
    .
    The
    Enrichment Settings Edit
    page appears.
  5. Configure the following fields:
    Name
    Name of the object type or the record type for which you want to define the enrichment settings. Enrichment settings must have the same name as the object to facilitate mapping of fields from the account to the master bean.
    You can use one of the following name formats to define enrichment 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, Account:Personal,Sales indicates that the enrichment settings are applicable to the Personal and Sales record types if the record type is enabled.
    City
    Optional. Mapping for the city field on the bean. Specify the API name of the corresponding field on the bean.
    Country
    Optional. Mapping for the country field on the bean. Specify the API name of the corresponding field on the bean.
    Postal Code
    Optional. Mapping for the postal code field on the bean. Specify the API name of the corresponding field on the bean.
    State
    Optional. Mapping for the state field on the bean. Specify the API name of the corresponding field on the bean.
    Street
    Optional. Mapping for the street field on the bean. Specify the API name of the corresponding field on the bean.
    Birthdate
    Optional. Mapping for the birthdate field on the bean. Specify the API name of the corresponding field on the bean.
    Company
    Optional. Mapping for the 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.com triggers. Default is disabled.
    Domain
    Optional. Mapping for the domain field on the bean. Specify the API name of the corresponding field on the bean.
    Email
    Optional. Mapping for the email field on the bean. Specify the API name of the corresponding field on the bean.
    First Name
    Optional. Mapping for the 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.com. Default is disabled.
    Last Name
    Optional. Mapping for the last name field on the bean. Specify the API name of the corresponding field on the bean.
    Mobile Phone
    Optional. Mapping for the mobile phone field on the bean. Specify the API name of the corresponding field on the bean.
    Parent Account
    Optional. Mapping for the parent account field on the bean. Specify the API name of the corresponding field on the bean.
    Parent ID
    Optional. Mapping for the parent ID field on the bean. Specify the API name of the corresponding field on the bean.
    Phone
    Optional. Mapping for the phone field on the bean. Specify the API name of the corresponding field on the bean.
    Record Type ID
    Optional. Mapping for the record type ID field on the bean. Specify the API name of the corresponding field on the bean.
    Synchronize
    Optional. Automatically synchronizes the corresponding Salesforce.com object such as Account, Lead, and Contact. Default is enabled.
    Ultimate Parent Name
    Optional. Mapping for the name of the ultimate parent in the hierarchy.
    Ultimate Parent
    Optional. Mapping for the ID of the ultimate parent in the hierarchy.
    Website
    Optional. Mapping for Website field on the bean. Specify the API name of the corresponding field on the bean.
  6. Click
    Save

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