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  • 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

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Identifying Duplicate Records for Custom Objects

Identifying Duplicate Records for Custom Objects

If you have custom objects in your organization, you must configure CC360 to enable point of entry and batch level detection of duplicate records.
To identify duplicate records for custom objects, perform the following tasks:
  1. Create an object class for the custom object.
  2. Create a synchronization setting for the custom object.
  3. Create a data source setting for the custom object.
  4. Create a matching setting for the custom object.
  5. Create a segment setting for the custom object.
  6. Create an Apex trigger for the custom object.
  7. Configure field sets for the custom object.
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