Create an account or search for accounts. The Account Scout tab displays the same

CC360

Visualforce page that launches when you select

New

on the Accounts home page.

View all the beans or a filtered list of the beans. Beans are containers for data in

CC360

where the data can be de-duplicated, cleansed, and consolidated.

Start and schedule batch jobs, view scheduled and completed batch jobs, and monitor the running batch jobs. You can also launch the Setup Wizard through which you can configure multiple settings for

CC360

.

View all duplicate accounts or a filtered list of duplicate accounts. The Duplicate Accounts tab displays the match score of the duplicate account pairs. You can also select to ignore duplicates. You can click the duplicate name to see more details about the pairs. Select the Master Bean IDs to see more information about the master beans.

Test the results of your fuzzy match settings. The Fuzzy Matching tab displays the Fuzzy Data Comparison page. You can use the Fuzzy Data Comparison page to test the match results and examine the match scores before you create beans or master beans. Compare two records to test the match results so that you can adjust your match settings.

CC360

determines matches at the master bean level. You can associate all objects of a master bean to participate in the fuzzy matching process.

View all master beans or a filtered list of the master beans.

View all duplicate contacts, duplicate leads, or a filtered list of duplicate contacts or duplicate leads. The Other Duplicates tab displays the match score of the pairs. You can also select to ignore duplicates. You can click the duplicate name to see more details about the pairs. Select the Master Bean IDs to see more information about the master beans.

Use the Account Scout page to create account records.

Create and search records for standard and custom Salesforce objects in the record creation page.

View duplicate accounts in the Duplicate Accounts page, and view duplicate contacts and leads in the Other Duplicates page.

View all the beans or a filtered list of beans. Beans are containers for data within CC360.

View all the master beans or a filtered list of master beans. Master beans link together all the beans that relate to an account.

Use the Reports and Dashboards tabs to view and analyze your data from multiple perspectives.