Communities
A collaborative platform to connect and grow with like-minded Informaticans across the globe
Product Communities
Connect and collaborate with Informatica experts and champions
Discussions
Have a question? Start a Discussion and get immediate answers you are looking for
User Groups
Customer-organized groups that meet online and in-person. Join today to network, share ideas, and get tips on how to get the most out of Informatica
Get Started
Community Guidelines
Knowledge Center
Troubleshooting documents, product guides, how to videos, best practices, and more
Knowledge Base
One-stop self-service portal for solutions, FAQs, Whitepapers, How Tos, Videos, and more
Support TV
Video channel for step-by-step instructions to use our products, best practices, troubleshooting tips, and much more
Documentation
Information library of the latest product documents
Velocity (Best Practices)
Best practices and use cases from the Implementation team
Learn
Rich resources to help you leverage full capabilities of our products
Trainings
Role-based training programs for the best ROI
Certifications
Get certified on Informatica products. Free, Foundation, or Professional
Product Learning Paths
Free and unlimited modules based on your expertise level and journey
Resources
Library of content to help you leverage the best of Informatica products
Tech Tuesdays Webinars
Most popular webinars on product architecture, best practices, and more
Product Availability Matrix
Product Availability Matrix statements of Informatica products
SupportFlash
Monthly support newsletter
Support Documents
Informatica Support Guide and Statements, Quick Start Guides, and Cloud Product Description Schedule
Product Lifecycle
End of Life statements of Informatica products
Ideas
Events
Change Request Tracking
Marketplace
English
  • Customer 360 for Salesforce Winter 2018
  • All Products

Table of Contents

Search

  1. Preface
  2. Installing Informatica Cloud Customer 360
  3. Upgrading Informatica Cloud Customer 360
  4. Configuring Page Layout
  5. Glossary

Setup Guide

Setup Guide

Back Next

Performing Initial Synchronization

After you install
CC360
, you must run batch jobs or use a data loader to synchronize the Salesforce records with
CC360
. When you synchronize the records for the first time,
CC360
 creates beans and master beans for all records.
You can perform the following initial synchronizations:
  • Initial synchronizations for all the existing Salesforce organization records.
    If the Salesforce organization contained records before Cloud Customer 360 installation, run the Migrate Accounts, Migrate Contacts, and Migrate Leads jobs to create beans and master beans for the records. Run the migrate jobs with the number of concurrent processes set to one.
    For more information about the migrate jobs, see the
    Informatica Cloud Customer 360 Administrator Guide
    .
  • Initial synchronization for the selected Salesforce organization records.
    Use the Informatica Cloud Services update task to synchronize objects of a specific type, such as objects with an account type of Partner.
  • Initial synchronization for the Salesforce organization without existing records.
    Use Informatica Cloud Services or the Apex Data Loader to import the records into Salesforce. CC360 creates beans for all the records during synchronization.
0 COMMENTS
We’d like to hear from you!