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

Compare Records Page

Compare Records
Page

Customer 360 for Salesforce
uses a process of fuzzy matching to identify duplicate and matching records. You can select two records and compare their match score to the matching threshold and the duplicate threshold from the
Fuzzy Data Comparison
page under the
Fuzzy Matching
tab.
When you compare two records on the
Compare Records
page, you can verify whether
Customer 360 for Salesforce
considers two records a duplicate or match based on your matching settings. You can then adjust the weighting, null score, matching threshold, and duplicate threshold based on the fuzzy matching score results.
You can test
Customer 360 for Salesforce
match results before you run the data conversion match job. If you test your match results first, you can adjust your matching settings before you create records for external data.
The following areas appear on the
Compare Records
page:
Data Records
The two objects to compare. The objects can be accounts, leads, contacts, beans, or master beans.
Results of Fuzzy Matching: Summary
Displays the total score, the maximum score, the matching threshold you set, and the duplicate threshold you set. Adjust the thresholds, null scores, and the weightings to get the appropriate results.
Results of Fuzzy Matching: Details
Displays the score, weighting, and weighted score of each field.

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