Table of Contents

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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

Consolidate Records Overview

Consolidate Records Overview

Consolidate data from multiple data sources to get a single complete trusted view of the customer. You can enrich Salesforce records with data from consolidated master bean records. You can consolidate records in Salesforce Classic or Lightning Experience.
Consolidation is the process of merging data from multiple beans linked to a master bean to create a golden record with the best version of the truth. The best version of the truth is a record that has been consolidated with the best cells of data from the source records. Data can come from Salesforce objects or external sources such as SAP, ERP, or Oracle.
Customer 360 for Salesforce
(
Customer 360 for Salesforce
) checks a bean record from an external source to find the matching master bean record. The bean records from external sources might contain fields with information that is not present in the master bean. You can get a single trusted view of the customer after you consolidate the data from all beans that belong to a master bean. You can retain required information from the Salesforce record and load relevant information from the external systems into the master bean.
Customer 360 for Salesforce
consolidates data based on the priority of the fields and the sources.
Enrichment is the process of enriching Salesforce records with the data from the master beans after you consolidate records. You can overwrite the Salesforce records with the values from the master beans and supplement the Salesforce records with information from the external data sources.

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