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English
  • Customer 360 for Salesforce Winter 2022
  • 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. Appendix A: Custom Settings
  15. Appendix B: Glossary

Administrator Guide

Administrator Guide

Back Next

Configuring Custom Settings Manually

Configuring Custom Settings Manually

You can configure custom settings for
CC360
 from the Custom Settings page without using the setup wizard.
You must log in to Salesforce before you can configure custom 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. Click
    Manage
     next to the name of the
    CC360
     setting that you want to change.
    For example, to specify custom data sources settings, click
    Manage
     next to Data Sources label.
    The page to manage the specific
    CC360
     settings appears.
  3. Click
    Edit.
    The settings edit page appears.
  4. Specify the settings that you must configure for
    CC360
    .
  5. Click
    Save
    .
    CC360
     saves the specified custom settings.
    To configure the custom settings, it is recommended to use the setup wizard instead of the
    Custom Settings
     page. For more information, see Configuring Custom Settings Using the Setup Wizard.
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