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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. Troubleshooting
  14. Custom Settings
  15. Glossary

Setting Permissions for a User Profile to Identify Duplicate Records in Real Time

Setting Permissions for a User Profile to Identify Duplicate Records in Real Time

You can edit the
Cloud MDM - Customer 360 for Salesforce
(
CC360
) profile to prevent duplicate record creation.
  1. Based on the Salesforce environment that you use, perform one of the following tasks:
    • In Salesforce Classic, perform the following tasks:
      1. In the upper-right corner of the page, select your name, and click
        Setup
        .
      2. Under
        App Setup
        , click
        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 click
        Setup
        .
        The
        Setup Home
        page appears.
      2. Under
        PLATFORM TOOLS
        , click
        Custom Code
        Custom Settings
        .
    The
    Custom Settings
    page appears.
  2. Select
    Manage
    for
    CC360 Profiles
    settings.
    The
    CC360 Profiles
    page appears.
  3. Select
    Edit
    for the user profile that you want to edit.
  4. To prevent the creation of duplicate account records, clear
    Allow Creation of Duplicate Accounts
    .
  5. To prevent the creation of duplicate contact records, clear
    Allow Creation of Duplicate Contacts
    .
  6. To prevent the creation of duplicate lead records, clear
    Allow Creation of Duplicate Leads
    .
  7. Click
    Save
    .

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