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English
  • Customer 360 for Salesforce Summer 2023
  • All Products

Table of Contents

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  1. Preface
  2. Installing Customer 360 for Salesforce
  3. Upgrading Customer 360 for Salesforce
  4. Assigning Permissions
  5. Configuring Page Layout
  6. Appendix A: Glossary

Setup Guide

Setup Guide

Back Next

Performing Initial Synchronization

Performing Initial Synchronization

After you install
Customer 360 for Salesforce
, you must run batch jobs or use a data loader to synchronize the Salesforce records with
Customer 360 for Salesforce
. When you synchronize the records for the first time,
Customer 360 for Salesforce
 creates beans and master beans for all records.
You can perform the following initial synchronizations:
  • Initial synchronizations for all the existing Salesforce organization records.
    If the Salesforce organization contained records before
    Customer 360 for Salesforce
     installation, run the Migrate Accounts, Migrate Contacts, and Migrate Leads jobs to create beans and master beans for the records. Run the migrate jobs with the number of concurrent processes set to one.
    For more information about the migrate jobs, see the
    Informatica Customer 360 for Salesforce
     Administrator Guide
    .
  • Initial synchronization for the selected Salesforce organization records.
    Use the Informatica Cloud Services update task to synchronize objects of a specific type, such as objects with an account type of Partner.
  • Initial synchronization for the Salesforce organization without existing records.
    Use Informatica Cloud Services or the Apex Data Loader to import the records into Salesforce.
    Customer 360 for Salesforce
     creates beans for all the records during synchronization.
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