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  • 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

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Enrichment Settings for a Record Type

Enrichment Settings for a Record Type

If the record type is enabled in Salesforce, you can define enrichment settings specific to each record type of an object.
When you run a consolidation batch job, the batch job looks for the enrichment settings in the following order:
  1. Enrichment settings specific to each record type.
  2. If the enrichment settings are not available for a record type, the batch job looks for the enrichment settings defined for the object to which the record type belongs.
    For example, if you do not define enrichment settings for an account record type named Account:Personal, the batch job looks for the enrichment settings defined for the Account object.
  3. If the enrichment settings are not available for the object to which the record type belongs, the batch job uses the default enrichment settings of the object.
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