You can run the migrate batch jobs to synchronize Salesforce records and Salesforce account hierarchies with
Customer 360 for Salesforce
(
Customer 360 for Salesforce
).
The migrate batch jobs perform the following tasks:
Creates beans and master beans for records.
Synchronizes the information from the records to the corresponding beans and master beans.
Establishes parent-child relationships between the beans based on the Salesforce account hierarchy.
Enables the synchronization flag in the record detail page.
You can run the following migrate batch jobs to synchronize the Salesforce records:
Migrate Accounts
Creates a bean and a master bean for each Salesforce account record, and synchronizes information from account records to the corresponding beans and master beans. After synchronizing information from account records, the migrate accounts job runs the migrate hierarchy job to establish the parent-child relationships between the beans based on the Salesforce account hierarchy.
Migrate Contacts
Creates a bean for each Salesforce contact record and the synchronizes information from the contact records to each bean.
Migrate Leads
Creates a bean for each Salesforce lead record, and then synchronizes information from the lead records to each bean.
You can run the batch jobs in the Jobs section of the
CC360 Admin
tab. For more information about running, scheduling, and managing the batch jobs, see
Managing Batch Jobs.