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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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Managing Duplicate Records Overview

Managing Duplicate Records Overview

You can run the duplicate check batch jobs to detect duplicate records. When you create a record,
Customer 360 for Salesforce
 (
Customer 360 for Salesforce
) identifies potential duplicate records that exist in Salesforce before it creates the record. After you find the duplicate records, you can run the merge batch job to merge the duplicate records based on the merge rules that you configure in the merge settings.
You can configure
Customer 360 for Salesforce
 to prevent duplicate records at the point of entry into Salesforce. You can identify duplicate records among the existing records in your organization. You can merge the duplicate records after you identify them.
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