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  • Customer 360 for Salesforce Winter 2020
  • All Products

Table of Contents

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  1. Preface
  2. Installing Cloud MDM - Customer 360 for Salesforce
  3. Upgrading Cloud MDM - Customer 360 for Salesforce
  4. Assigning Permissions
  5. Configuring Page Layout
  6. Glossary

Setup Guide

Setup Guide

Back Next

Performing Initial Synchronization

Performing Initial Synchronization

After you install
CC360
, you must run batch jobs or use a data loader to synchronize the Salesforce records with
CC360
. When you synchronize the records for the first time,
CC360
 creates beans and master beans for all records.
You can perform the following initial synchronizations:
  • Initial synchronizations for all the existing Salesforce organization records.
    If the Salesforce organization contained records before
    Cloud MDM - Customer 360 for Salesforce
     installation, run the Migrate Accounts, Migrate Contacts, and Migrate Leads jobs to create beans and master beans for the records. Run the migrate jobs with the number of concurrent processes set to one.
    For more information about the migrate jobs, see the
    Informatica Cloud MDM - Customer 360 for Salesforce
     Administrator Guide
    .
  • Initial synchronization for the selected Salesforce organization records.
    Use the Informatica Cloud Services update task to synchronize objects of a specific type, such as objects with an account type of Partner.
  • Initial synchronization for the Salesforce organization without existing records.
    Use Informatica Cloud Services or the Apex Data Loader to import the records into Salesforce.
    CC360
     creates beans for all the records during synchronization.
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