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Customer 360 for Salesforce Processes

Batch jobs in

Customer 360 for Salesforce

cleanses, synchronizes, consolidate, and convert records. You can run batch jobs to manage duplicate records.

The following image shows the

Customer 360 for Salesforce

processes:

You can perform the following tasks to get the golden record:

Cleanse data: Cleanses data when you enter data or when you run the migrate batch jobs. Consistent data improves the quality of reporting and improves matching results and the accuracy of duplicate detection.
Synchronize data: Migrates Salesforce data into
Customer 360 for Salesforce
. You can run the migrate batch jobs to create beans and master beans for each Salesforce object, and synchronize information from the records to the corresponding beans and master beans. You can also use an external data loader to synchronize the Salesforce records with
Customer 360 for Salesforce
.
Verify contact data: Verifies contact data in your organization. You can run the DaaS batch job to asynchronously verify the contact data of the existing Salesforce records.
Deduplicate data: Prevents and detects duplicate records at the point of entry. You can run the merge batch job to merge the duplicate records based on the merge rules that you configure in the merge settings.
Consolidate data: Identifies beans which are not associated to any master bean.
Customer 360 for Salesforce
associates the beans to a master bean.
Customer 360 for Salesforce
creates a master bean for the beans.
Customer 360 for Salesforce
also prioritizes the data in your Salesforce environment. The consolidation batch job considers the priority of the data sources and updates the information from the beans to their respective master beans.

Convert data: Converts external beans to Salesforce objects. You can convert master beans to accounts or leads. You can convert beans to accounts, contacts, or leads. You can also convert leads to accounts, contacts, opportunities, or tasks.