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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

Configuring Settings for a Picklist-Enabled Organization

Configuring Settings for a Picklist-Enabled Organization

If you have enabled state and country picklists in your organization, you must update the records based on the countries that you extract from the picklists. The predefined field sets do not include state and country code fields. You must create field sets to include state and country code fields and override the predefined field set configuration with the custom field set configuration that you create. You must ensure that you use the standard Salesforce state and country codes in the international settings.
  1. From the
    Setup
    section of the
    CC360 Admin
    tab, click
    Run the Setup Wizard
    .
  2. Click
    Standardization Rules
    .
  3. In the
    Country Standardization
    section, clear
    Standardize Country
    .
  4. Click
    Save
    .
  5. Click
    Done
    .
  6. To add the state and country code fields to a predefined field set, click
    Field Set
    .
  7. Click
    Edit Lead Field Sets
    ,
    Edit Opportunity Field Sets
    ,
    Edit Account Field Sets
    ,
    Edit Contact Field Sets
    ,
    Edit Bean Field Sets
    , or
    Edit Master Bean Field Sets
    based on your requirement.
  8. Click
    New
    .
  9. Type a label, name, and short description for the field set.
  10. Click
    Save
    .
  11. Drag the fields including the state and country code fields from the
    Field Set Properties
    section to the
    In the Field Set
    section.
  12. Click
    Save
    .
  13. In the
    Field Set Settings
    page, click the
    Override
    icon of the field set to which you want to add the state and country code fields.
  14. Select the field set that you created from the list, and click
    Save
    .
    The field set that you override contains the state and country code fields.
  15. Set the value of the
    Extract Country from Picklist
    internal setting to
    true
    .
    The
    Extract Country from Picklist
    internal setting extracts the country from the picklists and updates the records.
    The following sample code sets the value of the internal setting to
    true
    :
    API_SettingsManager.updateInternalSetting('Extract Country from Picklist','true');
If you have state and country picklists enabled in your organization, ensure that you don't enable the default settings.

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