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English
  • Customer 360 for Salesforce Spring 2022
  • All Products

Table of Contents

Search

  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

Step 3. Create Processes

Step 3. Create Processes

A process collects data from fields in the process and sends the output from its actions to other fields.
You must create the following two processes for each search service and meta service:
  • Process. Process that runs on the Cloud Server.
  • Subprocess. Process that runs on a Secure Agent.
  1. In Application Integration, click
    New
    . The
    New Asset
     dialog box appears.
  2. Click
    Processes
    Create
    .
  3. In the
    Properties
     panel, enter the required information in the following sections:
    • General
    • Start
    • Input Fields
    • Output Fields
    • Temp Fields
    • Messages
    • Advanced
    • Notes
    For more information about the properties, see the
    Informatica Cloud Application Integration
     help.
  4. In the
    Design
     panel, add the process steps and define the properties.
    You can add
    Service
     or
    Assignment
     steps. For more information about adding steps, see the
    Informatica Cloud Application Integration
     help.
  5. Save and publish the process.
  6. On the
    My Processes
     page, and click the process that you created.
    The properties of the process appears at the bottom of the screen. Use the Service URL to create a search connection in CC360.
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