Administrator Guide

Spring 2022

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Configuring the Synchronization Settings

The synchronization settings define the mappings of fields from standard Salesforce and custom objects to the

Customer 360 for Salesforce

beans. To customize the default synchronization settings, use the setup wizard. To configure the synchronization settings, use the setup wizard instead of the custom settings. The field values are case sensitive.

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

In Salesforce Classic, from the

Setup

section of the

CC360 Admin

tab, click

Run the Setup Wizard

In Lightning Experience, perform the following tasks:

On the navigation menu, click

CC360 Admin

The

Manage CC360

page appears.

From the

Setup

section, click

Run the Setup Wizard

In the

Setup

section, click

Sync Fields

To create synchronization settings, click

New

In the

New Synch Mapping

section, select an object to configure the synchronization settings.

Configure the following settings:

Name: Name of the object or the record type for which you want to define the synchronization settings.; You can use one of the following formats to define synchronization settings:
For an object type,
<Object Name>

For example, Account.

For one or more record types,
<Object Name>:<Record Type Name1>,<Record Type Name2>,...<Record Type NameN>

For example, Case:High Severity,Medium. Severity indicates that the synchronization settings are applicable to the High Severity and Medium Severity record types.

For a person account,
PersonAccount
City: Optional. Mapping for the City field on the bean. Specify the API name of the corresponding field on the bean.
Country: Required. Mapping for the Country field on the bean. Specify the API name of the corresponding country text field on the bean.
For example,
BillingCountry
.; If you have country picklists enabled in your organization, specify the API name of the standard Salesforce country code field on the bean.

For example,
BillingCountryCode
.
Postal Code: Optional. Mapping for the Postal Code field on the bean. Specify the API name of the corresponding field on the bean.
State: Optional. Mapping for the State field on the bean. Specify the API name of the corresponding text field on the bean.
For example,
BillingState
.; If you have state picklists enabled in your organization, specify the name of the standard Salesforce state code field on the bean.
For example,
BillingStateCode
.
Birthdate: Optional. Mapping for the Birthdate field on the bean. Specify the API name of the corresponding field on the bean.
Company: Required. Mapping for the Company field on the bean. Map the Company field to the account name. Specify the API name of the corresponding field on the bean.
Custom Fields 1 through 20: Optional. Mapping for custom fields 1 through 20 on the bean. Specify the API name of the corresponding field on the bean.
Quick Cleansing: Optional. Accelerates the data cleansing process and reduces the number of script statements in the Salesforce triggers. Disable only during the initial data load and during migration, or if you experience problems with the order of execution of custom triggers. Default is enabled.
Domain: Optional. Mapping for the Domain field on the bean. Specify the API name of the corresponding field on the bean.
Email: Optional. Mapping for the Email field on the bean. Specify the API name of the corresponding field on the bean.
First Name: Optional. Mapping for the First Name field on the bean. Specify the API name of the corresponding field on the bean.
Keep Data after Object Deletion: Optional. Saves a copy of the data in the data pool after deletion of the object in Salesforce. Default is disabled.
Last Name: Optional. Mapping for the Last Name field on the bean. Specify the API name of the corresponding field on the bean.
Mobile Phone: Optional. Mapping for Mobile Phone field on the bean. Specify the API name of the corresponding field on the bean.
Do Not Delete Bean after Unsynchronizing: Optional. Saves the bean even if the Synchronize flag is disabled.
Parent ID: Optional. Mapping for the Parent ID field on the bean. Specify the API name of the corresponding field on the bean.
Phone: Optional. Mapping for the Phone field on the bean. Specify the API name of the corresponding field on the bean.
Record Type ID: Optional. Mapping for the Record Type ID field on the bean. Specify the API name of the corresponding field on the bean.
Synchronize: Optional. Synchronizes the corresponding Salesforce object such as Account, Lead, and Contact. Default is enabled.
Website: Optional. Mapping for Website.