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

Matching and Duplicate Thresholds

Matching and Duplicate Thresholds

You can configure the threshold that a total match score must achieve for
Customer 360 for Salesforce
to consider records a match or a duplicate.
When the matching batch job runs, the external data record and the master bean record must have a match score that meets or exceeds the high matching threshold. If the total match score achieves the high matching threshold,
Customer 360 for Salesforce
considers the external data record and the master bean record a match.
Customer 360 for Salesforce
then consolidates the two records when you run a consolidation batch job.
When the duplicate check batch job and duplicate contact check batch job run, records must have a match score that meets or exceeds the duplicate threshold. If the total match score achieves the duplicate threshold,
Customer 360 for Salesforce
considers the records as duplicates.
Customer 360 for Salesforce
then merges the two records when you run a merge batch job.
Customer 360 for Salesforce
does not use the low matching threshold to determine matches or duplicates.

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