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English
  • Customer 360 for Salesforce Winter 2017
  • All Products

Table of Contents

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  1. Preface
  2. Introduction to Informatica Cloud Customer 360
  3. Configuring the Data Cleansing Settings
  4. Managing Batch Jobs
  5. Verifying Addresses, Email Addresses, and Phone Numbers
  6. Synchronizing Salesforce Records with CC360
  7. Managing Duplicate Records
  8. Consolidating Records
  9. Converting External Records to Salesforce Records
  10. Managing Hierarchies
  11. Integrating Cloud Customer 360 with MDM Multidomain Edition
  12. Managing Multi-Org
  13. Custom Settings
  14. Glossary

Administrator Guide

Administrator Guide

Back Next

Configuring Custom Settings Using the Setup Wizard

Use the setup wizard to simplify the implementation process and verify that the custom settings are valid. The setup wizard systematically navigates you through the
CC360
 configuration steps.
  1. Based on the Salesforce environment that you use, perform one of the following tasks:
    • In Salesforce Classic, from the
      Setup
       section of the
      CC360 Admin
       tab, click
      Run the Setup Wizard
      .
    • In Lightning Experience, perform the following tasks:
      1. On the navigation menu, click
        CC360 Admin
        .
        The
        Manage CC360
         page appears.
      2. From the
        Setup
         section, click
        Run the Setup Wizard
        .
  2. To use the Setup Wizard to configure custom settings, click
    Assistant
     in the
    Setup
     section.
    The wizard navigates you through the configuration of the following custom settings:
    • Standardization settings
    • Synchronization settings
    • Data source settings
    • De-duplication settings
    • Enrichment settings
    • Profile and permission settings
    • Field set settings
    • External adapter settings
    • Customer 360 settings
    • Internal settings
  3. To restore the default settings for the custom settings you can configure with the Setup Wizard, click
    Use Defaults
    .
  4. To restore the default settings for specific custom settings, click
    Set Defaults
     from the appropriate Setup Wizard Assistant step.
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