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English
  • Customer 360 for Salesforce Winter 2019
  • All Products

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

Administrator Guide

Administrator Guide

Back Next

Configure Connection to the Master Org

On each Spoke Org, configure the custom setting and specify the credentials that enable the Spoke Org to connect to the Master Org.
  1. Perform one of the following tasks based on the Salesforce environment that you use:
    • In Salesforce Classic, perform the following tasks:
      1. Select your name and click
        Setup
        .
      2. Under
        App Setup
        , select
        Develop
        Custom Settings
        .
    • In Lightning Experience, perform the following tasks:
      1. Click the quick access menu ( The image shows the quick access menu. ) and then
        Setup Home
        .
        The
        Setup Home
         page appears.
      2. Under
        PLATFORM TOOLS
        , select
        Custom Code
        Custom Settings
        .
    The
    Custom Settings
     page appears.
  2. Click
    Manage
     for
    CMDMMultiOrgSettings
    .
  3. Click
    New
    .
  4. In the
    Name
     field, enter a unique name for the setting.
    The name must match the data source name defined for the Spoke Org in the Master Org.
  5. In the
    Consumer Key
     field, enter the consumer key that was generated in the Salesforce connected app screen.
  6. In the
    Consumer secret
     field, enter the consumer secret that was generated in the Salesforce connected app screen.
  7. In the
    Hub Org Password
     field, enter the password for the Master Org.
  8. In the
    Hub Org Username
     field, enter the user name for the Master Org.
  9. In the
    Hub Org REST API URL
     field, enter the following URL that calls the REST API:
    https://<ServerName>.salesforce.com/services/apexrest/DSE/MasterData/
  10. In the
    OAuth_Token_URL
     field, enter the following URL that generates the token to connect to the Master Org:
    https://login.salesforce.com/services/oauth2/token
    This URL is the Salesforce
    OAuth
     endpoint for token requests.
  11. Click
    Save
    .
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