Table of Contents

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  1. Preface
  2. Introduction to Informatica Cloud Customer 360
  3. Configuring the Data Cleansing Settings
  4. Managing Batch Jobs
  5. Verifying Addresses, Email Addresses, and Phone Numbers
  6. Synchronizing Salesforce Records with CC360
  7. Managing Duplicate Records
  8. Consolidating Records
  9. Converting External Records to Salesforce Records
  10. Managing Hierarchies
  11. Integrating Cloud Customer 360 with MDM Multidomain Edition
  12. Managing Multi-Org
  13. Custom Settings
  14. Glossary

Configuring Internal Settings by Using the Setup Wizard

You can enable or disable internal settings in the Setup Wizard and customize your organization.
  1. Based on the Salesforce environment that you use, perform one of the following tasks:
    • In Salesforce Classic, from the
      Setup
      section of the
      CC360 Admin
      tab, click
      Run the Setup Wizard
      .
    • In Lightning Experience, perform the following tasks:
      1. On the navigation menu, click
        CC360 Admin
        .
        The
        Manage CC360
        page appears.
      2. From the
        Setup
        section, click
        Run the Setup Wizard
        .
  2. Click
    Internal Settings
    .
    The
    Step 9: Internal Settings
    page appears.
  3. Select or clear the following the internal settings:
    Person Account vs Lead Comparison
    Indicates whether to enable duplicate check for person accounts, leads, and contacts. Default is disabled.
    Update Processed Count in Execute
    Indicates whether to update the processed record count in the Batch Queue object. Default is disabled.
    Show Comparison Types in Matching
    Indicates whether to display the type of matching used in the
    Fuzzy Data Comparison
    page. Default is enabled.
    Queue Monitor Automatic Refresh
    Indicates whether to automatically refresh the Running Jobs table and the Queue Entries table in the batch queue. Default is enabled.
    Log Response JSON from Informatica MDE
    Indicates whether to log the JSON response from Informatica MDM Multidomain Edition for debugging purpose. Default is disabled.
    Log QueryLocator Statement
    Indicates whether to log the return statements from the Salesforce QueryLocator method. Default is disabled.
    Log Batch Statistics
    Indicates whether to log the batch statistics. Default is disabled.
    Enable Alternate Hierarchy Mode
    Indicates whether to display the alternate hierarchy in the Hierarchy section of the account page. Default is disabled.
    Synchronous Run Automatic
    Indicates whether to synchronously run the matching and duplicate contact check jobs. Default is disabled.
    Reschedule Failed Batch Jobs
    Indicates whether to reschedule the failed batch jobs. Default is disabled.
    Display API Name
    Indicates whether to display the API names of the fields or objects instead of their labels in the
    DaaS Mapping
    and
    Synchronization Setting
    pages.
  4. Click
    Save
    .
  5. To use the default settings, click
    Revert to Defaults
    .
  6. Click
    Done
    .

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