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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 Legal Forms

Configuring Legal Forms

You can configure the legal form field in
Customer 360 for Salesforce
 to contain normalized data for business entity designations. You can also configure the legal form to contain words or phrases that frequently occur in company names. You can configure legal forms by editing the legal form custom settings.
  1. Based on the Salesforce environment that you use, perform one of the following tasks:
    • In Salesforce Classic, perform the following tasks:
      1. In the upper-right corner of the page, select your name, and click
        Setup
        .
      2. Under
        App Setup
        , click
        Develop
        Custom Settings
        .
    • In Lightning Experience, perform the following tasks:
      1. Click the quick access menu ( The image shows the quick access menu. ), and then click
        Setup
        .
        The
        Setup Home
         page appears.
      2. Under
        PLATFORM TOOLS
        , click
        Custom Code
        Custom Settings
        .
    The
    Custom Settings
     page appears.
  2. Select
    Manage
     for
    Legal Forms
    .
    The
    Custom Setting Legal Forms
     page appears.
  3. To create a legal form, click
    New
    .
  4. In the
    Name
     field, enter the text that you want
    Customer 360 for Salesforce
     to extract from the company norm field.
  5. In the
    Legal Form
     field, enter the text that you want
    Customer 360 for Salesforce
     to use to populate the legal form field.
  6. Click
    Save
    .
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