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

Cloud MDM Tabs

Cloud MDM Tabs

The
Customer 360 for Salesforce
tabs provide access to a variety of
Customer 360 for Salesforce
features.
The following tabs appear in your Salesforce environment when you run
Customer 360 for Salesforce
:
Account Scout
Create an account or search for existing accounts. The Account Scout tab displays the same Cloud MDM Visualforce page that launches when you select
New
on the Accounts home page.
Beans
Beans are staging areas where the data can be de-duplicated, cleansed, and consolidated. View all beans or a filtered list of the beans.
Cloud MDM
Start batch jobs and schedule batch jobs, view scheduled batch jobs, and view completed batch jobs. You can also launch the Setup Wizard.
Duplicate Accounts
View all duplicate accounts or a filtered list of duplicate accounts. This page displays the match score of the pairs. You can also choose to ignore duplicates. You can click the duplicate name to see more details about the pairs. Select the Master Bean IDs to see more information about the master beans.
Fuzzy Matching
Test the results of your fuzzy match settings.
Customer 360 for Salesforce
determines matches at the master bean level. All objects must be associated with a master bean to participate in the fuzzy matching process. However, you can use the Fuzzy Data Comparison page to test match results and examine match scores before you create beans or master beans. Compare two records to test match results so that you can adjust your match settings.
Master Beans
View all master beans or a filtered list of the master beans.
Other Duplicates
View all duplicate contacts or duplicate leads or a filtered list of duplicate contacts or duplicate leads. This page displays the match score of the pairs. You can also choose to ignore duplicates. You can click the duplicate name to see more details about the pairs. Select the Master Bean IDs to see more information about the master beans.

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