Preface
Introduction to Informatica Cloud MDM - Customer 360 for Salesforce
Configuring the Data Cleansing Settings
Managing Batch Jobs
Verifying Addresses, Email Addresses, and Phone Numbers
Synchronizing Salesforce Records with CC360
Managing Duplicate Records
Consolidating Records
Converting External Records to Salesforce Records
Managing Hierarchies
Integrating Cloud MDM - Customer 360 for Salesforce with Multidomain MDM
Managing Multi-Org
Custom Settings
Glossary

Administrator Guide

Winter 2019

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Converting a Master Bean to a Salesforce Object

After you run the consolidation batch job, you can have master beans that are not linked to any account, person account, or lead. Based on your requirement, you can convert these master beans to accounts, person accounts, or leads.

On the

Master Beans

tab, open the master bean that you want to convert.

Click

Edit

In the

Actions

section, select one of the following options:

Convert to Account

Convert to Person Account

Convert to Lead

Optionally, in the

Convert to Record Type

field, specify the record type to which you want to assign the Salesforce object.

Click

Save

The master bean is converted to the selected object, and a bean is created for the object and is linked to the master bean.

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Table of Contents

Administrator Guide

Administrator Guide

Converting a Master Bean to a Salesforce Object