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English
  • Customer 360 for Salesforce Summer 2023
  • All Products

Table of Contents

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  1. Preface
  2. Introduction to Informatica 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 Customer 360 for Salesforce
  7. Managing Duplicate Records
  8. Consolidating Records
  9. Converting External Records to Salesforce Records
  10. Managing Hierarchies
  11. Integrating Customer 360 for Salesforce with Multidomain MDM
  12. Managing Multi-Org
  13. Troubleshooting
  14. Appendix A: Custom Settings
  15. Appendix B: Glossary

Administrator Guide

Administrator Guide

Back Next

Configuring Custom Settings Using the Setup Wizard

Configuring Custom Settings Using the Setup Wizard

Use the setup wizard to simplify the implementation process and verify that the custom settings are valid. The setup wizard systematically navigates you through the
Customer 360 for Salesforce
 configuration steps.
  1. From the
    Setup
     section of the
    CC360 Admin
     tab, click
    Run the Setup Wizard
    .
  2. To use the Setup Wizard to configure custom settings, click
    Assistant
     in the
    Setup
     section.
    The wizard navigates you through the configuration of the following custom settings:
    • Standardization Rules settings
    • Sync Fields settings
    • Data Sources settings
    • Deduplication settings
    • Merge settings
    • Enrichment settings
    • Profile and Permission settings
    • Field Set settings
    • Person Account Field Set settings
    • External adapter settings
    • Customer 360 settings
    • Internal settings
  3. To use default settings for the custom settings that you can configure with the setup wizard, click
    Apply Default Settings
    .
    To roll back to the custom settings, click
    Apply Custom Settings
    .
    If you have state and country picklists enabled in your organization, ensure that you don't enable the default settings.
  4. To restore the default settings for specific custom settings, click
    Set Defaults
     from the appropriate Setup Wizard Assistant step.
    To configure the custom settings, it is recommended to use the setup wizard instead of the
    Custom Settings
     page.
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