Administrator Guide

Winter 2017

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Data Sources

You can define the available data sources and set the priority of the fields for the data source in beans.

Use the setup wizard to configure the following data sources settings:

Name: Name of the data source or record type.
If the record type is enabled, use the following name format to define data source for one or more record types:
<Data Source>:<Record Type Name1>,<Record Type Name2>,...<Record Type NameN>
For example, SAP:Sales,Marketing indicates that data source definition is applicable to the Sales and Marketing record types.
Check for Duplicates on Create: Enables
CC360
to check for duplicates when a new record is created. Default is disabled.
Default User ID: The user identified by this ID is set as the default owner of new account, lead, and contact beans.
Description: A description for the data source set.
Dynamic Priority: The API name of the numeric field where the dynamic priority value is stored.
Enable for Search: Displays the source as a search option in the Account, Lead, and Contact tabs. Default is enabled.
Object Class: Object class of the data source. For example, Account, Contact, or Product.
Priority Fields: Priority of the source on the corresponding field in beans in the consolidation process. For example, the priority of the field can be 25.; If the priority is 0,
CC360
updates the corresponding field on the consolidated record and the master bean. If the priority is 100,
CC360
updates the corresponding field on the master bean. If beans have an equal priority, the bean with the most current Last Updated Date is used to update the master bean. If the Last Updated is Null, the most current modification date is used to update the master bean.