Administrator Guide

Winter 2018

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Configuring the Synchronization Settings

The synchronization settings define the mappings of fields from standard Salesforce and custom objects to the

CC360

beans. To customize the default synchronization settings, use the setup wizard.

Based on the Salesforce environment that you use, perform one of the following tasks:

In Salesforce Classic, perform the following tasks:

In the upper-right corner of the page, select your name, and click

Setup

Under

App Setup

, click

Develop

Custom Settings

In Lightning Experience, perform the following tasks:

Click the quick access menu ( The image shows the quick access menu.

), and then click

Setup Home

The

Setup Home

page appears.

Under

PLATFORM TOOLS

, click

Custom Code

Custom Settings

The

Custom Settings

page appears.

Select

Manage

for

Synchronization Settings

The

Custom Setting Synchronization Settings

page appears.

To create a Synchronization Settings, click

New

The

Synchronization Settings Edit

page appears.

Configure the following settings:

Name: Name of the object or the record type for which you want to define the synchronization settings.; You can use one of the following formats to define synchronization settings:
For an object type,
<Object Name>
For example, Account.
For one or more record types,
<Object Name>:<Record Type Name1>,<Record Type Name2>,...<Record Type NameN>
For example, Case:High Severity,Medium Severity indicates that the synchronization settings are applicable to the High Severity and Medium Severity record types.
For a person account,
PersonAccount
City: Optional. Mapping for City field on the bean. Specify the API name of the corresponding field on the bean.
Country: Optional. Mapping for Country field on the bean. Specify the API name of the corresponding country text field on the bean.
For example,
BillingCountry
.; If you have country picklists enabled in your organization, specify the API name of the standard Salesforce country code field on the bean.
For example,
BillingCountryCode
.
Postal Code: Optional. Mapping for Postal Code field on the bean. Specify the API name of the corresponding field on the bean.
State: Optional. Mapping for State field on the bean. Specify the API name of the corresponding text field on the bean.
For example,
BillingState
.; If you have state picklists enabled in your organization, specify the name of the standard Salesforce state code field on the bean.
For example,
BillingStateCode
.
Birthdate: Optional. Mapping for Birthdate field on the bean. Specify the API name of the corresponding field on the bean.
Company: Optional. Mapping for Company field on the bean. Specify the API name of the corresponding field on the bean.
Custom Fields 1 through 20: Optional. Mapping for custom fields 1 through 20 on the bean. Specify the API name of the corresponding field on the bean.
Quick Cleansing: Optional. Accelerates the data cleansing process and reduces the number of script statements in the Salesforce triggers. Disable only during the initial data load and during migration, or if you experience problems with the order of execution of custom triggers. Default is enabled.
Domain: Optional. Mapping for Domain field on the bean. Specify the API name of the corresponding field on the bean.
Email: Optional. Mapping for Email field on the bean. Specify the API name of the corresponding field on the bean.
First Name: Optional. Mapping for First Name field on the bean. Specify the API name of the corresponding field on the bean.
Keep Data after Object Deletion: Optional. Saves a copy of the data in the data pool after deletion of the object in Salesforce. Default is disabled.
Last Name: Optional. Mapping for Last Name field on the bean. Specify the API name of the corresponding field on the bean.
Mobile Phone: Optional. Mapping for Mobile Phone field on the bean. Specify the API name of the corresponding field on the bean.
Do Not Delete Bean after Unsynchronizing: Optional. Saves the bean even if the Synchronize flag is disabled.
Parent ID: Optional. Mapping for Parent ID field on the bean. Specify the API name of the corresponding field on the bean.
Phone: Optional. Mapping for Phone field on the bean. Specify the API name of the corresponding field on the bean.
Record Type ID: Optional. Mapping for Record Type ID field on the bean. Specify the API name of the corresponding field on the bean.
Synchronize: Optional. Synchronizes the corresponding Salesforce object such as Account, Lead, and Contact. Default is enabled.
Website: Optional. Mapping for Website.