Administrator Guide

Spring 2022

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Step 1. Create an Object Class for the Custom Object

An object class indicates the object type to which a record belongs. Object classes are used in the matching settings to compare records. You can compare two records only if they are of the same object class.

Based on the Salesforce environment that you use, perform one of the following tasks:

In Salesforce Classic, perform the following tasks:

In the upper-right corner of the page, select your name, and click

Setup

Under

App Setup

, click

Develop

Custom Settings

In Lightning Experience, perform the following tasks:

Click the quick access menu ( The image shows the quick access menu.

), and then click

Setup

The

Setup Home

page appears.

Under

PLATFORM TOOLS

, click

Custom Code

Custom Settings

The

Custom Settings

page appears.

For

Object Classes

, click

Manage

The

Custom Settings Object Classes

page appears.

Click

New

The

Object Classes Edit

page appears.

In the

Object Classes Information

section, configure the following object class settings:

Name: Name of the object class.; If you want to enable batch level detection of duplicate records, you must enter
Contact
as the object class name.
Detect Duplicates from all Sources: Enables CC360 to detect duplicates during the synchronization process. Default is enabled.
Object Family: Family to which the object class belongs, such as Company.