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  • 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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Synchronizing Accounts in a Multi-Org Implementation

Synchronizing Accounts in a Multi-Org Implementation

In a Multi-Org implementation, Spoke Orgs use the REST service of the Master Org to get updated accounts or person accounts from the Master Org.
The following image shows the batch synchronization of accounts between the Master Org and a Spoke Org:
The following process is a high-level overview of the batch synchronization of accounts between the Master Org and a Spoke Org:
Workflow creation using Informatica Cloud Services
Workflow creation using Informatica Cloud Services data integration tool for migration of accounts or person accounts from the Spoke Org to the Master Org. The workflow creates external beans on the Master Org.
Matching and consolidation
Matching and consolidation check on the Master Org that creates master beans and convert master beans to accounts.
Batch job synchronization
Batch job synchronization during which the batch job from the Spoke Org uses the REST service to synchronize all records in the Spoke Org with the Master Org.
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