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

Configuring the Customer 360 View

Configuring the Customer 360 View

Use the setup wizard to configure the Customer 360. You can configure the objects that you can use in the
Customer 360
page. You can add standard objects and custom objects. Default object in Customer 360 is Contacts. You can set the default object by changing the display order.
  1. From the
    section of the
    CC360 Admin
    tab, click
    Run the Setup Wizard
  2. Click
    Customer 360 Settings
  3. In the
    Related Object Setup
    section, perform one of the following tasks:
    • Click
      to add an object.
    • Click
      Edit Contact
      Edit Lead
      , or
      Edit Opportunity
      to edit the configuration.
    Customer 360 Settings
    page appears.
  4. Configure the following components:
    Object Information
    Indicates the object that you want to add or configure. The Account Lookup field selects an account relationship field associated with the selected object.
    View Filter Information
    Indicates a filter logic in the filter criteria.
    For example,
    MailingCountry='United States'
    is a filter logic that searches for records with United States as MailingCountry.
    You can validate the filter logic. To validate the filter logic, click
    Display Column Information
    Indicates the fields that you can view in the Customer 360 page. You can use the predefined field sets or you can select the fields that you want to view in the Customer 360 page.
    Display Record Information
    Indicates the number of records that you want to display on the Customer 360 page.
    Visibility Information
    Indicates the custom permission that you want to assign to the object. You can create custom permissions and assign it to a user or to a profile. A user can view the object only if the user has the permission to access the object.
  5. Click


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