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

Creating a DaaS Mapping

You can create a mapping if you do not want to use the default mappings.
  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. In the
    Service Mapping
    section, click
    Mapping
    .
    The
    DaaS Mapping
    page appears.
  3. Click
    New Mapping
    .
  4. In the
    Field Group Mapping Detail
    section, perform the following tasks:
    1. Enter a name for the mapping.
    2. Select a Salesforce object whose fields you want to map to the service fields.
    3. Select the service for which you want to map the fields of the Salesforce objects.
  5. In the
    Request Mapping
    section, select a Salesforce object field, and map the field to a service field.
    You can map more than one Salesforce object field to a service field. If you want suggestions to appear for AddressComplete, you must map a country field with the service country field.
    When you map Salesforce object custom fields, use only custom fields with Text data type as DaaS supports only custom fields of Text data type.
  6. In the
    Response Mapping
    section, select a service field, and map the field to a Salesforce object field.
    You can map more than one service field to a Salesforce object field. You can configure a response mapping from a service field to a Salesforce object field that indicates the status of the verification.
    When you map Salesforce object custom fields, use only custom fields with Text data type as DaaS supports only custom fields of Text data type.
  7. Click
    Save
    .
    The mapping is created and listed under the appropriate objects for which you created the mapping in the
    DaaS Mapping
    page.
  8. Activate the mappings.
    You can edit or delete the mappings. You can also change the display order of the mappings.
  9. Click
    Done
    .

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