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English
  • Customer 360 for Salesforce Winter 2020
  • 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. Troubleshooting
  14. Custom Settings
  15. Glossary

Administrator Guide

Administrator Guide

Back Next

Configuring the Match Score Weightings

Configuring the Match Score Weightings

The match score weightings determines the impact a field score has on the total match score.
CC360
 calculates a total match score based on the total weighted field scores. The duplicate check batch jobs use the weighted field scores to identify duplicate records.
To configure the match score weightings, edit the matching settings.
  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
    Matching Settings
    .
    The
    Custom Setting Matching Settings
     page appears.
  3. Click
    Edit
     for the object settings you want to edit or click
    New
     to create object settings.
  4. On the
    Matching Settings Edit
     page, enter a weighting for each of the weighting fields.
  5. Click
    Save
    .
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