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  1. Preface
  2. Introduction to Informatica Customer 360 for Salesforce
  3. Creating or Searching Records for Salesforce Objects
  4. Managing Duplicate Records
  5. Consolidating Records
  6. Converting Leads
  7. Hierarchies
  8. Appendix A: Glossary

Customer 360 for Salesforce Tasks

Customer 360 for Salesforce
Tasks

Customer 360 for Salesforce
(
Customer 360 for Salesforce
) runs within a contained environment on your Salesforce organization. Use
Customer 360 for Salesforce
to add and maintain accurate verified contact data, eliminate duplicate records, consolidate records, and maintain relationships between records.
Use
Customer 360 for Salesforce
to perform the following tasks:
Create records for standard and custom objects.
Create records for standard and custom objects.
If you have
Multidomain MDM
integrated with your organization, you can import data from MDM Hub data sources into
Customer 360 for Salesforce
.
Verify record details at the point of entry.
Verify record details such as addresses, email addresses, and phone numbers at their entry into the organization.
Consolidate records and enrich Salesforce records.
Consolidate data from multiple data sources into the master bean and get the best version of the truth. Enrich Salesforce records with data from the consolidated master bean records.
Convert leads.
When you start doing business with leads, convert the leads to contacts and accounts. Associate the lead with an account and create a contact for the lead.
Manage hierarchies.
Manage relationships between the records and view, navigate, and manage the different hierarchy types in Salesforce.

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