Table of Contents

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  1. Preface
  2. Introduction to Informatica Cloud MDM - Customer 360 for Salesforce
  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 MDM - Customer 360 for Salesforce with Multidomain MDM
  12. Managing Multi-Org
  13. Custom Settings
  14. Glossary

CC360 Settings

CC360
settings are basic settings that are required to activate and define the global features of
CC360
. The settings are stored in a record and only one settings record can be active at a time.
You can configure the following
CC360
settings:
Name
Name of the
CC360
settings record that must be used by
CC360
. Default is Active. Do not change the default value. The value is case sensitive.
Account Duplicate Warning if Lead Exists
Generates a warning for duplicates if an account matches an existing lead. Default is disabled.
Automatic Mode Job Delay
Launches a job when changes are made to the database that requires the data to be reprocessed. Specify the number of minutes that
CC360
must wait before launching jobs. Default is 2.
Concurrent Jobs Limit
Enables
CC360
to process jobs in parallel.
CC360
can run up to five APEX jobs at a time.
Enable
CC360
Self-Tests
Enables
CC360
to run self-tests when all other APEX tests are run. Default is disabled.
Extract Domain
Enables
CC360
to extract the domain such as informatica.com from the website and email fields. Default is enabled.
Extract Legal Form
Enables
CC360
to extract legal forms from company names. For example, if the company name is XYZ Solutions Ltd.,
CC360
extracts the legal form "Limited." Default is enabled.
Hierarchy batch size limit
The maximum number of records that a hierarchy batch job can process. The default value is
5000
. Do not increase the value beyond
5000
.
Hierarchy Scout Index Name
API name of an external ID field that you create on the master bean object.
CC360
uses the hierarchy index name if the master bean deletion returns an hierarchy error.
Hierarchy scout node page size
The maximum number of child nodes that can appear at one time in the hierarchy view. The default value is
10
. If you set the hierarchy scout node page size to a value higher than 50, hierarchy viewer performance might decrease.
Maximum hierarchy limit
The default value is
45000
. Do not increase the value beyond
45000
. A hierarchy can be larger than the maximum hierarchy limit.
Maximum trigger hierarchy limit
The threshold to process hierarchies synchronously. The default value is 500 and it is recommended to not increase the value beyond 500. The maximum trigger hierarchy limit is also the threshold to display the complete hierarchy in the hierarchy tree. If the number of items to process in a hierarchy edit exceeds the maximum trigger hierarchy limit plus 1,
CC360
processes the hierarchy edits asynchronously with a batch job. Also, if the number of nodes in the hierarchy is equal to or below the maximum trigger hierarchy limit,
CC360
displays the complete hierarchy in the hierarchy tree. However, the display of a stair case hierarchy is not related to the maximum trigger hierarchy limit.
Ignore ISO Code
Configures
CC360
to ignore standardizing data that users enter, based on the two digit country ISO code. Default is disabled.
Lead Duplicate Warning if Account Exists
Enables
CC360
to generate a warning for duplicates if a lead matches an existing account. Default is disabled.
Override Account
Enables
CC360
to overwrite details in the account with data from a master bean. Default is disabled.
Maintenance Window Active
Specifies that the maintenance window is active and
CC360
will not run. Used to avoid errors when you upgrade Salesforce sandboxes and production Orgs with new versions. Default is disabled.
Maintenance Window End Time
Specifies the time when the maintenance window will end.
CC360
is updated within the specified maintenance window.
Maintenance Window Start Time
Specifies the time when the maintenance window will start.
CC360
is updated within the specified maintenance window.
Match Using Record Type Rules
Enables or disables the use of record type matching settings for the duplicate check, duplicate contact check, matching, and data conversion jobs.
When enabled, the jobs use the matching settings defined for the record types and segregates data by record types, allowing you to keep duplicates in separate record types.
Default is disabled which means that the jobs use the match settings defined for the object.
Maximum Job Logs
Specify the maximum number of errors or successes that can be logged when a batch job is run.
Running Mode
Save Job Statistics
Enables
CC360
to save job statistics. Default is disabled.
Search Result Limit
Maximum number of records that can appear in a
CC360
search result. Default is 200.
Segment Key Index Length
Length of the optional indexed segment key generated in LDV Org.
Segment Key Index Name
API name of a new external ID field that you create on the master bean and bean objects.
Setup Completed
Activates the
CC360
setup. Default is disabled.
Standardize Country
Standardizes the billing country to the billing country value that is defined in the international settings. For example, if the billing country is specified as United States, it is standardized to U.S. Default is enabled.
Use Default Settings
Enables
CC360
to use the default settings. Default is disabled.
Validate Country
Validates the value specified in the Billing Country field. Default is enabled.

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