Table of Contents


  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. Appendix A: Custom Settings
  15. Appendix B: Glossary

Data Sources

Data Sources

You can define the available data sources and set the priority of the fields for the data source in beans.
Use the setup wizard to configure the following data sources settings:
Name of the data source or record type.
If the record type is enabled, use the following name format to define data source for one or more record types:
<Data Source>:<Record Type Name1>,<Record Type Name2>,...<Record Type NameN>
For example, SAP:Sales,Marketing indicates that data source definition is applicable to the Sales and Marketing record types.
Check for Duplicates on Create
to check for duplicates when a new record is created. Default is disabled.
Default User ID
The user identified by this ID is set as the default owner of new account, lead, and contact beans.
A description for the data source set.
Dynamic Priority
The API name of the numeric field where the dynamic priority value is stored.
Enable for Search
Displays the source as a search option in the Account, Lead, and Contact tabs. Default is enabled.
Object Class
Object class of the data source. For example, Account, Contact, or Product.
Priority Fields
Priority of the source on the corresponding field in beans in the consolidation process. You can set the priority of the fields ranging from 0 to 100. 100 is the highest priority.
If the priority is 0,
does not update the corresponding field on the consolidated record and the master bean. If the priority is 100,
updates the corresponding field on the master bean. If beans have an equal priority, the bean with the most current Last Updated Date is used to update the master bean. If the Last Updated is Null, the most current modification date is used to update the master bean.


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