Administrator Guide

Winter 2021

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Enrichment Settings

You can supplement records with information from external data sources. Configure the fields of the objects that

Cloud MDM - Customer 360 for Salesforce

must override when the fields in the associated master bean are updated.

You can enrich the following objects:

Accounts, person accounts, cases, and opportunities.

Custom objects.

Enrichment settings must have the same name as the object to facilitate mapping of fields from the account to the master bean. You must also configure the circumstances under which the field mapping can update.

You can configure the enrichment settings in the custom settings page or in the setup wizard. The enrichment settings of an object consist of a series of text fields, one for each field on the master bean that you can map to an account field.

To define a mapping in the custom settings, enter the API name for the account field that you need to map to in the relevant enrichment setting field. Follow the API name with a colon (:) and then the enrichment operator that describes how you want the enrichment to behave.

Use the following enrichment operators:

- (hyphen). Ignores the field.

0 (zero). Updates the field only if the value is null.

+ (plus). Updates the field if the present value is not null.

++ (double plus). Updates the field.

For example, if you enter

BillingCity:++

in the City field, CC360 updates the field. The default operator is 0.

To define a mapping in the setup wizard, select the account field and the enrichment option for that field.

You can configure the following enrichment settings:

Name: Name of the object type or the record type for which you want to define the enrichment settings.

You can use one of the following name formats to define enrichment settings:
For an object type,
<Object Name>

For example, PersonAccount.

For one or more record types,
<Object Name>:<Record Type Name1>,<Record Type Name2>,...<Record Type NameN>

For example, Account:Personal,Sales indicates that the enrichment settings are applicable to the Personal and Sales record types if the record type is enabled.
City: Mapping for the city field on the bean. Specify the API name of the corresponding field on the bean.
Country: Mapping for the country field on the bean. Specify the API name of the corresponding field on the bean.
Postal Code: Mapping for the postal code field on the bean. Specify the API name of the corresponding field on the bean.
State: Mapping for the state field on the bean. Specify the API name of the corresponding field on the bean.
Street: Mapping for the street field on the bean. Specify the API name of the corresponding field on the bean.
Birthdate: Mapping for the birthdate field on the bean. Specify the API name of the corresponding field on the bean.
Company: Mapping for the company field on the bean. Specify the API name of the corresponding field on the bean.
Custom Fields 1 through 20: Mapping for custom fields 1 through 20 on the bean. Specify the API name of the corresponding field on the bean.
Quick Cleansing: Accelerates the data cleansing process and reduces the number of script statements in the Salesforce.com triggers. Default is disabled.
Domain: Mapping for the domain field on the bean. Specify the API name of the corresponding field on the bean.
Email: Mapping for the email field on the bean. Specify the API name of the corresponding field on the bean.
First Name: Mapping for the first name field on the bean. Specify the API name of the corresponding field on the bean.
Keep Data after Object Deletion: Saves a copy of the data in the data pool after deletion of the object in Salesforce.com. Default is disabled.
Last Name: Mapping for the last name field on the bean. Specify the API name of the corresponding field on the bean.
Mobile Phone: Mapping for the mobile phone field on the bean. Specify the API name of the corresponding field on the bean.
Parent Account: Mapping for the parent account field on the bean. Specify the API name of the corresponding field on the bean.
Parent ID: Mapping for the parent ID field on the bean. Specify the API name of the corresponding field on the bean.
Phone: Mapping for the phone field on the bean. Specify the API name of the corresponding field on the bean.
Record Type ID: Mapping for the record type ID field on the bean. Specify the API name of the corresponding field on the bean.
Synchronize: Automatically synchronizes the corresponding Salesforce.com object such as Account, Lead, and Contact. Default is enabled.
Ultimate Parent Name: Mapping for the name of the ultimate parent in the hierarchy.
Ultimate Parent: Mapping for the ID of the ultimate parent in the hierarchy.
Website: Mapping for Website field on the bean. Specify the API name of the corresponding field on the bean.