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

Managing Multi-Org Overview

Managing Multi-Org Overview

Use the Multi-Org capability to automate the cleansing, standardization, deduplication, consolidation, data conversion, contact data verification, and master data management of data from multiple Orgs in a distributed Salesforce environment. You can perform real-time and batch synchronization of accounts and person accounts in a multi-org implementation.
In a Multi-Org implementation, you must identify one Salesforce Org as a master and the other related Orgs as connected Orgs. The Master Org is the Org on which you install
Customer 360 for Salesforce
and perform CC360 processes such as, cleansing, standardization, and deduplication to manage master data. The other connected Orgs are the Spoke Orgs on which you install a thin client for communication control. To get updated master data for accounts or person accounts from the Master Org, a Spoke Org uses the REST service of the Master Org to query the Master Org. Spoke Orgs can synchronize with the Master Org in real-time for a single account or by running a batch for all accounts. Before you implement the Multi-Org capability, create a workflow to migrate data from the Spoke Orgs to the Master Org. You can create this workflow by using Informatica Cloud Services or any other data integration tool.
Multi-Org implementation supports synchronization of accounts and person accounts only.

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