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 a Custom Filter for a Batch Job

You can configure custom filters for batch jobs. Use custom filters to filter the records that you want to process. For example, you can configure a filter to identify records that belong to a particular company.
You can configure custom filters for all batch jobs except the Data Conversion batch job and the Data as a Service batch job.
  1. Based on the Salesforce environment that you use, perform one of the following tasks:
    • In Lightning Experience, on the navigation bar, click
      CC360 Admin
      .
    • In Salesforce Classic, click the
      CC360 Admin
      tab.
    The
    Manage CC360
    page appears.
  2. From the
    Jobs
    section, select a job for which you want to configure the filter.
  3. Click
    Configure
    .
    The
    Job Template Configuration
    page appears.
  4. Enter a custom filter in the following format:
    (<Filter 1> [<Operator> <Filter 2>] )
    The following table describes the parameters used in the custom filter format:
    Parameter
    Description
    Filter 1
    Filter criteria to identify the records that you want the batch job to process.
    For example,
    DS_Last_Updated__c > 2014-12-314T05:42:14+0000
    Filter 2
    Optional. Additional filter criteria to identify the records that you want the batch job to process.
    For example,
    DS_company__c='INFA'
    .
    Operator
    Required if you use more than one filter criteria. Logical operator
    AND
    .
    For example,
    (DS_Last_Updated__c > 2014-12-314T05:42:14+0000 AND DS_company__c='INFA')
  5. Click
    Save
    .

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