Table of Contents

Search

  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

Disabling Duplicate Checking Between Person Accounts and Business Accounts

Disabling Duplicate Checking Between Person Accounts and Business Accounts

The duplicate check batch job searches among the person accounts and the business accounts to identify the duplicate person accounts. You cannot merge person accounts and business accounts. You can configure the duplicate check batch job to ignore potential duplicates between person accounts and business accounts. The performance of the merge batch job increases because the merge batch job does not spend time isolating duplicates between person accounts and business accounts.
To disable duplicate checking between person accounts and business accounts, edit the null score values in the matching 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
    Synchronization Settings
    .
    The
    Custom Setting Synchronization Settings
    page appears.
  3. Select
    Edit
    for
    Account
    settings.
  4. Enter "IsPersonAccount" in a
    Custom Field <
    #
    >
    . Note the custom field number and then click
    Save
    .
  5. From the
    Custom Setting Synchronization Settings
    page, select
    Edit
    for
    PersonAccount
    settings.
  6. Enter "IsPersonAccount" in the same
    Custom Field <
    #
    >
    as step 5. Click
    Save
    .
  7. Repeat step 1.
  8. Select
    Manage
    for
    Matching Settings
    .
    The
    Custom Setting Matching Settings
    page appears.
  9. Select
    Edit
    for
    Account
    settings.
  10. Enter "200" in the
    Weighting Custom Field <
    #
    >
    for the same custom field as step 5 and step 7.
    A weighting of 200 ensures an exact match for the field. An exact match for this field prevents
    Customer 360 for Salesforce
    (
    Customer 360 for Salesforce
    ) from identifying duplicates between person accounts and business accounts.

0 COMMENTS

We’d like to hear from you!