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  • Customer 360 for Salesforce Summer 2018
  • All Products

Table of Contents

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  1. Preface
  2. Introduction to Informatica Cloud Customer 360
  3. Creating or Searching Records for Salesforce Objects
  4. Managing Duplicate Records
  5. Consolidating Records
  6. Converting Leads
  7. Hierarchies
  8. Glossary

User Guide

User Guide

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Manage Duplicate Records Overview

Duplicate leads and accounts might result in account ownership conflicts, incorrect opportunities, and inaccurate forecasts. Duplicate record management is available for accounts, leads, and contacts to maintain clean and accurate data. Cloud Customer 360 (
CC360
) prevents the creation of duplicate records when you enter the account, lead, or contact details.
When you attempt to save a new record,
CC360
 searches for potential duplicate records.
CC360
 displays a warning if it finds a duplicate record. You can choose to override the warning and create the record.
You can also view duplicate records in the record details page. You can merge the duplicate record pairs into one record or flag both records as unique.
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