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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

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Settings for the Data Conversion Process

Settings for the Data Conversion Process

The data conversion batch job uses the default synchronization settings and the match settings to convert beans from external data sources to Salesforce records. You can customize the default custom settings based on your Salesforce organization and requirement.
Before you run the data conversion batch job, you can perform the following tasks:
  • Configure the synchronization settings.
  • Configure the matching settings.
If a bean is from an external data source, if you have state and country picklists enabled in your organization, enter the correct state and country codes in the bean details page.
For example, if the bean is from an external data source with United States as the country and California as the state, enter
US
 in the country field and
CA
 in the state field.
For optimal results, after you configure the custom settings, compare two records and test the settings.
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