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  • 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

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Synchronization Settings for a Record Type

Synchronization Settings for a Record Type

If the record type is enabled in Salesforce, you can define synchronization settings specific to each record type of an object.
When you run a migration batch job, the batch job looks for the synchronization settings in the following order:
  1. Synchronization settings specific to each record type.
  2. If the synchronization settings are not available for a record type, the batch job looks for the synchronization settings defined for the object to which the record type belongs.
    For example, if you do not define synchronization settings for an account record type named Account:Personal, the batch job looks for the synchronization settings defined for the Account object.
  3. If the synchronization settings are not available for the object to which the record type belongs, the batch job uses the default synchronization settings of the object.
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