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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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Customer 360 for Salesforce Architecture

Customer 360 for Salesforce
 Architecture

Customer 360 for Salesforce
 is an Apex-based Force.com cloud application for master data management.
Customer 360 for Salesforce
 runs within a contained environment on your Salesforce org. You can access
Customer 360 for Salesforce
 functionality through Visualforce pages that override the standard Salesforce screens. You can migrate and synchronize data into
Customer 360 for Salesforce
.
Customer 360 for Salesforce
 is compiled, stored, and run entirely on the Force.com environment.
Customer 360 for Salesforce
 is AppExchange certified which means
Customer 360 for Salesforce
 complies with the Salesforce security and code guidelines.
Customer 360 for Salesforce
 has Aloha App status, which means
Customer 360 for Salesforce
 tabs and objects do not count against the limits within Salesforce.
Customer 360 for Salesforce
 has separate resource limits and governor limits from the Salesforce application with the exception of storage and batch job limits.
Customer 360 for Salesforce
 architecture has two layers, Salesforce.com and Force.com.
The following image shows the
Customer 360 for Salesforce
 architecture:
The architecture has two layers, Salesforce.com and Force.com. Salesforce.com layer includes accounts, contacts, leads, and custom objects. Force.com layer consists of data storage, custom settings, batch jobs, mutli-org capability, batch manager, and hierarchy manager. The data storage components consists of beans, master beans, and duplicates.

Salesforce.com

Salesforce.com is a customer relationship management system. Use Salesforce.com to manage and track customer records. Salesforce.com consists of the following objects:
  • Standard Salesforce objects, such as accounts, contacts, or leads.
  • Custom objects, such as a project or an investment record.

Force.com

Force.com represents the Force.com environment upon which Salesforce is developed. Force.com consists of the following components:
Data storage
Customer 360 for Salesforce
 stores data in beans and master beans.
Beans are a staging area for data where data can be deduplicated, cleansed, and consolidated. Master beans maintain the best version of the truth and link together all the beans that relate to an account.
Customer 360 for Salesforce
 stores duplicate records in the duplicates table.
Custom Settings
Use the custom settings to change the default behavior of
Customer 360 for Salesforce
 based on your Salesforce org. You can use the setup wizard to configure the custom settings.
For example, performance settings is a custom setting that optimizes the performance of data processing for
Customer 360 for Salesforce
.
Batch jobs
You can schedule and run batch jobs in
Customer 360 for Salesforce
 to perform tasks, such as checking for duplicates, data matching, and data migration. You can run batch jobs to asynchronously process hierarchy cloning and hierarchy edit for large hierarchies.
Multi-Org Capability
Multi-Org capability automates the cleansing, standardization, de-duplication, and master data management of data from multiple Orgs in a distributed Salesforce environment.
Batch Manager
You can use the Batch Manager to run batch jobs and manage pending, failed, and completed batch jobs. You can view the running, pending, failed, and completed jobs in the batch queue.
Hierarchy Manager
You can manage hierarchies and hierarchy-related configurations in
Customer 360 for Salesforce
. Use hierarchies to view an organization and its subsidiaries. You can view the account hierarchy and the details of the records that belong to the account.
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