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English
  • 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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Merging Person Accounts

Merging Person Accounts

Customer 360 for Salesforce
 (
Customer 360 for Salesforce
) merges person accounts with duplicate person accounts.
Customer 360 for Salesforce
 does not merge person accounts with any other type of record, such as business accounts or contacts.
The merge accounts batch job does not merge person accounts with business accounts. If
Customer 360 for Salesforce
 identifies a duplicate between a person account and a business account,
Customer 360 for Salesforce
 enables the Ignore Duplicate field for the duplicate.
Customer 360 for Salesforce
 excludes duplicates with Ignore Duplicate enabled from the merge account batch job.
Customer 360 for Salesforce
 does not identify duplicates between person accounts and contacts. If you manually create a duplicate relationship between a person account and a contact,
Customer 360 for Salesforce
 ignores the duplicate and does not merge the records.
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