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  • Customer 360 for Salesforce Spring 2025
  • All Products

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

User Guide

User Guide

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Informatica Customer 360 for Salesforce Overview

Informatica Customer 360 for Salesforce
 Overview

Informatica Customer 360 for Salesforce
 (
Customer 360 for Salesforce
) for Salesforce is a master data management application that runs on your Salesforce organization. You can add and maintain accurate verified contact data, eliminate duplicate records, consolidate records, and maintain relationships between records. You can consolidate and enrich data in the Salesforce account objects to get a complete view of each customer in Salesforce.
Verification of data ensures that you maintain accurate contact information for each customer.
Customer 360 for Salesforce
 eliminates duplicate and incorrect data for opportunities, existing accounts, and contacts.
You can maintain the relationships between records and view, navigate, and manage the hierarchies from different sources and perspectives. You can get a detailed view of an organization and its subsidiaries. Use
Customer 360 for Salesforce
 to maintain a comprehensive view of each customer.
Customer 360 for Salesforce
 runs within a contained environment on your Salesforce organization. You can access the
Customer 360 for Salesforce
 functionality through Visualforce pages that override the standard Salesforce screens. You can also access the
Customer 360 for Salesforce
 functionality in Lightning Experience.
If you have
Multidomain MDM
 integrated into your organization, you can search for matching records in the MDM Hub data sources. If duplicate or matching records exist, you can import the records from the MDM Hub data sources into CC360.
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