You can consolidate data from multiple data sources and create golden records. You can also enrich Salesforce records with data from the consolidated master bean records.
Before you run the consolidation job, you must run the matching batch job to find the master beans for the beans from external data sources and create master beans for the beans that are not linked to any master bean.
The following image shows how the matching job creates master beans for beans:
You can run the consolidation job on beans from multiple data sources. The consolidation job uses the data source settings and the enrichment settings. You can also enrich the Salesforce records with data from the consolidated beans if the enrichment is enabled.
During the consolidation process, CC360 performs the following tasks:
Compares the priorities of the fields between the external beans based on the data source settings.
Updates the value of the higher priority field to the corresponding field in the master bean.
During comparison, if a field has the same priority for all the external beans, CC360 checks the value of the Last Updated custom field for the beans and selects the bean with the latest date and time value. If the conflict persists, CC360 compares the bean numbers and selects the bean with the higher bean number.
You can supplement records with information from external data sources. Configure the fields of the objects that Informatica Cloud Customer 360 (
) must override when the fields in the associated master bean are updated.
You can enrich the following objects:
Salesforce account objects, cases, and opportunities.
The following image shows how the consolidation job consolidates data and enriches records: