Administrator Guide

Winter 2020

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Life Cycle of Beans and Master Beans

You must run batch jobs or use a data loader to import Salesforce records into

CC360

creates a bean when you first synchronize and import a record into

CC360

When you import records,

CC360

performs the following tasks:

Creates beans, if you flag objects for synchronization.

If you do not flag objects for synchronization, the migrate batch job creates beans for those objects.

Normalizes the data for certain fields to ensure that the data adheres to the standard formats.

Normalized data ensures that the data is consistent among the beans for certain fields to reduce the chance for the duplication of data and to improve the quality of matching results.

CC360

standardizes fields, such as country code, legal form, and domain name.

Creates the fuzzy segment and the external ID.

The fuzzy segment is a key that

CC360

uses as a first step to identify matches. The external ID associates a bean with a source record.

Searches for potential duplicates.

If you decide that the record is a duplicate,

CC360

does not create a bean and the process ends. If

CC360

does not identify any potential duplicates or the user indicates that the potential duplicates are not duplicates,

CC360

creates the bean.

Sends the normalized data from the bean back to the

CC360

Salesforce record.

Creates a master bean.

For an account bean,

CC360

makes a clone of the account bean to create the master bean and adds the bean to the related list of the master bean to link the bean to the master bean. For a contact or a lead bean, the matching batch job matches the bean to a master bean.

CC360

adds the bean to the related list of the master bean to link the bean to the master bean and the associated account bean.

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Table of Contents

Administrator Guide

Administrator Guide

Life Cycle of Beans and Master Beans

Life Cycle of Beans and Master Beans