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

Converting External Records to Salesforce Records Overview

Converting External Records to Salesforce Records Overview

If you import records from external data sources as beans, you can convert the beans to Salesforce records. Run the data conversion batch job to convert the external beans to account, contact, or lead beans.
When you import records from external data sources into
Customer 360 for Salesforce
(
Customer 360 for Salesforce
),
Customer 360 for Salesforce
creates a bean for each record. The data conversion batch job converts the beans from external data sources to accounts, contacts, or leads. When you convert an external bean to an account,
Customer 360 for Salesforce
creates a bean and master bean for the external bean and links the bean and the external bean to the master bean. When you convert an external bean to a contact or lead,
Customer 360 for Salesforce
creates a bean and links the bean and the external bean together.

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