Table of Contents


  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

Life Cycle of Beans and Master Beans

You must run batch jobs or use a data loader to import Salesforce records into
creates a bean when you first synchronize and import a record into
When you import records,
performs the following tasks:
  1. Creates beans, if you flag objects for synchronization.
    If you do not flag objects for synchronization, the migrate batch job creates beans for those objects.
  2. Normalizes the data for certain fields to ensure that the data adheres to the standard formats.
    Normalized data ensures that the data is consistent among the beans for certain fields to reduce the chance for the duplication of data and to improve the quality of matching results.
    standardizes fields, such as country code, legal form, and domain name.
  3. Creates the fuzzy segment and the external ID.
    The fuzzy segment is a key that
    uses as a first step to identify matches. The external ID associates a bean with a source record.
  4. Searches for potential duplicates.
    If you decide that the record is a duplicate,
    does not create a bean and the process ends. If
    does not identify any potential duplicates or the user indicates that the potential duplicates are not duplicates,
    creates the bean.
  5. Sends the normalized data from the bean back to the
    Salesforce record.
  6. Creates a master bean.
    For an account bean,
    makes a clone of the account bean to create the master bean and adds the bean to the related list of the master bean to link the bean to the master bean. For a contact or a lead bean, the matching batch job matches the bean to a master bean.
    adds the bean to the related list of the master bean to link the bean to the master bean and the associated account bean.


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