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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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Cloud MDM - Customer 360 for Salesforce Overview

Cloud MDM - Customer 360 for Salesforce
 Overview

Cloud MDM - Customer 360 for Salesforce
 (
CC360
), is a master data management application that runs on your Salesforce org within Force.com. You can import Salesforce data and other external data into
CC360
. You can also create records such as accounts, contacts, and leads in
CC360
. You can cleanse, deduplicate, consolidate, and convert the data to get the best version of truth. You can consolidate and enrich data in Salesforce accounts to get a complete view of each customer in Salesforce.
CC360
 can integrate Salesforce data with data from other enterprise applications and from third-party data providers. You can access
CC360
 functionality through Visualforce pages that override the standard Salesforce screens. Use
CC360
 to maintain a comprehensive view of each of your customers.
CC360
 extends Salesforce functionality with probabilistic fuzzy matching that finds relationships between records and identifies records that are potential duplicate records. You can then merge the potential duplicate records to deduplicate your data.
You can create hierarchies among data to get a global view of an organization and its subsidiaries with
CC360
. You can view data in hierarchies to understand the relationships between records. You can view and manage multiple types of hierarchies.
You can run or schedule batch jobs in
CC360
 to perform
CC360
 tasks such as synchronization, contact data verification, duplicate records detection, merging the duplicates records, consolidation, and data conversion.
CC360
 has default custom settings but you can configure the default custom settings according to the specifications and requirements of your organization.
You can configure
CC360
 to integrate with Informatica Data as a Service and verify contact data. The contact data verification process identifies whether the contact details in your organization are valid or not valid.
You can integrate
CC360
 with
Multidomain MDM
 and search for matching or duplicate records in the MDM Hub data sources. To integrate CC360 with
Multidomain MDM
, you must configure settings, such as
Informatica Cloud Application Integration
, remote site settings, and search connection.
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