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

Enrichment Settings

You can supplement records with information from external data sources. Configure the fields of the objects that Cloud Customer 360 must override when the fields in the associated master bean are updated.
You can enrich the following objects:
  • Accounts, person accounts, cases, and opportunities.
  • Custom objects.
Enrichment settings must have the same name as the object to facilitate mapping of fields from the account to the master bean. You must also configure the circumstances under which the field mapping can update.
You can configure the enrichment settings in the custom settings page or in the setup wizard. The enrichment settings of an object consist of a series of text fields, one for each field on the master bean that you can map to an account field.
To define a mapping in the custom settings, enter the API name for the account field that you need to map to in the relevant enrichment setting field. Follow the API name with a colon (:) and then the enrichment operator that describes how you want the enrichment to behave.
Use the following enrichment operators:
  • - (hyphen). Ignores the field.
  • 0 (zero). Updates the field only if the value is null.
  • + (plus). Updates the field if the present value is not null.
  • ++ (double plus). Updates the field.
For example, if you enter
BillingCity:++
in the City field, CC360 updates the field. The default operator is 0.
To define a mapping in the setup wizard, select the account field and the enrichment option for that field.
You can configure the following enrichment settings:
Name
Name of the object type or the record type for which you want to define the enrichment settings.
You can use one of the following name formats to define enrichment settings:
  • For an object type,
    <Object Name>
    For example, PersonAccount.
  • For one or more record types,
    <Object Name>:<Record Type Name1>,<Record Type Name2>,...<Record Type NameN>
    For example, Account:Personal,Sales indicates that the enrichment settings are applicable to the Personal and Sales record types if the record type is enabled.
City
Mapping for the city field on the bean. Specify the API name of the corresponding field on the bean.
Country
Mapping for the country field on the bean. Specify the API name of the corresponding field on the bean.
Postal Code
Mapping for the postal code field on the bean. Specify the API name of the corresponding field on the bean.
State
Mapping for the state field on the bean. Specify the API name of the corresponding field on the bean.
Street
Mapping for the street field on the bean. Specify the API name of the corresponding field on the bean.
Birthdate
Mapping for the birthdate field on the bean. Specify the API name of the corresponding field on the bean.
Company
Mapping for the company field on the bean. Specify the API name of the corresponding field on the bean.
Custom Fields 1 through 20
Mapping for custom fields 1 through 20 on the bean. Specify the API name of the corresponding field on the bean.
Quick Cleansing
Accelerates the data cleansing process and reduces the number of script statements in the Salesforce.com triggers. Default is disabled.
Domain
Mapping for the domain field on the bean. Specify the API name of the corresponding field on the bean.
Email
Mapping for the email field on the bean. Specify the API name of the corresponding field on the bean.
First Name
Mapping for the first name field on the bean. Specify the API name of the corresponding field on the bean.
Keep Data after Object Deletion
Saves a copy of the data in the data pool after deletion of the object in Salesforce.com. Default is disabled.
Last Name
Mapping for the last name field on the bean. Specify the API name of the corresponding field on the bean.
Mobile Phone
Mapping for the mobile phone field on the bean. Specify the API name of the corresponding field on the bean.
Parent Account
Mapping for the parent account field on the bean. Specify the API name of the corresponding field on the bean.
Parent ID
Mapping for the parent ID field on the bean. Specify the API name of the corresponding field on the bean.
Phone
Mapping for the phone field on the bean. Specify the API name of the corresponding field on the bean.
Record Type ID
Mapping for the record type ID field on the bean. Specify the API name of the corresponding field on the bean.
Synchronize
Automatically synchronizes the corresponding Salesforce.com object such as Account, Lead, and Contact. Default is enabled.
Ultimate Parent Name
Mapping for the name of the ultimate parent in the hierarchy.
Ultimate Parent
Mapping for the ID of the ultimate parent in the hierarchy.
Website
Mapping for Website field on the bean. Specify the API name of the corresponding field on the bean.
When you update a date or a time field, use the following format:
For date.
<yyyy>-<mm>-<dd>
For time.
<hh>:<mm>:<ss>
For example,
1982-03-21 11:20:32

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