Table of Contents


  1. Preface
  2. Introduction to Informatica Cloud MDM - Customer 360 for Salesforce
  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 MDM - Customer 360 for Salesforce with Multidomain MDM
  12. Managing Multi-Org
  13. Troubleshooting
  14. Appendix A: Custom Settings
  15. Appendix B: Glossary

CC360 Architecture


is an Apex-based cloud application for master data management.
runs within a contained environment on your Salesforce org. You can access
functionality through Visualforce pages that override the standard Salesforce screens. You can migrate and synchronize data into
is compiled, stored, and run entirely on the environment.
is AppExchange certified which means
complies with the Salesforce security and code guidelines.
has Aloha App status, which means
tabs and objects do not count against the limits within Salesforce.
has separate resource limits and governor limits from the Salesforce application with the exception of storage and batch job limits.
architecture has two layers, and
The following image shows the
The architecture has two layers, and layer includes accounts, contacts, leads, and custom objects. layer consists of data storage, custom settings, batch jobs, mutli-org capability, batch manager, and hierarchy manager. The data storage components consists of beans, master beans, and duplicates. is a customer relationship management system. Use to manage and track customer records. consists of the following objects:
  • Standard Salesforce objects, such as accounts, contacts, or leads.
  • Custom objects, such as a project or an investment record. represents the environment upon which Salesforce is developed. consists of the following components:
Data storage
stores data in beans and master beans.
Beans are a staging area for data where data can be deduplicated, cleansed, and consolidated. Master beans maintain the best version of the truth and link together all the beans that relate to an account.
stores duplicate records in the duplicates table.
Custom Settings
Use the custom settings to change the default behavior of
based on your Salesforce org. You can use the setup wizard to configure the custom settings.
For example, performance settings is a custom setting that optimizes the performance of data processing for
Batch jobs
You can schedule and run batch jobs in
to perform tasks, such as checking for duplicates, data matching, and data migration. You can run batch jobs to asynchronously process hierarchy cloning and hierarchy edit for large hierarchies.
Multi-Org Capability
Multi-Org capability automates the cleansing, standardization, de-duplication, and master data management of data from multiple Orgs in a distributed Salesforce environment.
Batch Manager
You can use the Batch Manager to run batch jobs and manage pending, failed, and completed batch jobs. You can view the running, pending, failed, and completed jobs in the batch queue.
Hierarchy Manager
You can manage hierarchies and hierarchy-related configurations in
. Use hierarchies to view an organization and its subsidiaries. You can view the account hierarchy and the details of the records that belong to the account.


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