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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

Back Next

Maintain Account Enrichment Settings on the Master Org

Maintain Account Enrichment Settings on the Master Org

In a Multi-Org implementation, when an account is updated in the Master Org, the Master Org sends the updated account details to Spoke Orgs. However, the Master Org sends only the fields that you identify as part of enrichment settings to the Spoke Orgs. For example, you identify Billing Country, Billing City, Shipping Country, and Shipping City as part of enrichments settings. If any of these field values change in the Master Org, Spoke Orgs can get the updated field values in real-time or by running a batch job.
  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. Click
    Manage
     for
    Enrichment Settings
    .
  3. Click
    New
    .
  4. In the
    Name
     field, enter a name that conforms to the
    sObject.SpokeOrgName
     naming convention. For example,
    Account.SpokeOrg1
    .
    The
    SpokeOrgName
     must match the data source name that you specified while creating a data source for the Spoke Org.
  5. Specify the fields that you want to enrich.
  6. Click
    Save
    .
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