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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

Synchronizing Salesforce Records with Customer 360 for Salesforce Overview

Synchronizing Salesforce Records with
Customer 360 for Salesforce
Overview

You can synchronize
Customer 360 for Salesforce
with Salesforce to migrate Salesforce records to
Customer 360 for Salesforce
. You can perform
Customer 360 for Salesforce
operations, such as duplicate records identification, consolidation, and data conversion on the migrated records.
When you synchronize the records for the first time,
Customer 360 for Salesforce
creates beans and master beans for accounts and beans for other Salesforce objects. You can run the migrate batch jobs to synchronize the Salesforce records. You can also use a data loader such as Apex Data Loader to synchronize the Salesforce records.
For example, if you have 1000 accounts, 1000 contacts, and 1000 leads in a Salesforce organization, run the migrate batch jobs to create 3000 beans for all the records and 1000 master beans for the account records.
The migrate batch jobs use custom settings such as synchronization settings and performance settings. The synchronization settings define the mapping of fields from the standard and custom Salesforce objects to the
Customer 360 for Salesforce
beans. If the record type is enabled in Salesforce, you can define synchronization settings specific to each record type of an object. The performance settings optimize the performance of data processing for
Customer 360 for Salesforce
.

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