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  • 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

Getting Updates from the Master Org in Real-Time

When you open an account or a person account in a Spoke Org, the Spoke Org gets updated field values in real-time. You can choose to apply or ignore the updates from the Master Org.
  1. Based on the Salesforce environment that you use, perform one of the following tasks:
    • In Salesforce Classic, click the
      Accounts
       tab.
    • In Lightning Experience, on the navigation bar, click
      Accounts
      .
  2. Open an account that you want to view.
    If updates to any of the fields specified as part of enrichment settings are available, the following screen appears:
  3. Click
    Apply Changes
     to update the account or person account.
  4. Click
    Ignore Changes
     to ignore the updates.
    If you ignore the updates, the
    MultiOrg Last Update From Hub
     field is updated with the timestamp even though the account is not updated. The next time you open the same account, if there are updates from the Master Org and you choose to apply changes, the account is updated with all changes from the Master Org.
A notification is posted on the chatter feed to notify users about the updated account or person account.
The following image shows the chatter feed notification of an updated account:
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