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English
  • Customer 360 for Salesforce Winter 2023
  • All Products

Table of Contents

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  1. Preface
  2. Introduction to Informatica 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 Customer 360 for Salesforce
  7. Managing Duplicate Records
  8. Consolidating Records
  9. Converting External Records to Salesforce Records
  10. Managing Hierarchies
  11. Integrating 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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CC360 Profiles

CC360 Profiles

Customer 360 for Salesforce
 profiles contain user permissions to access and perform tasks in
Customer 360 for Salesforce
. You must create profiles named Admin and Default. You may also create additional profiles.
Enable all the
Customer 360 for Salesforce
 profile settings for the Admin profile. To create a Default profile, save the default
Customer 360 for Salesforce
 profile settings.
Customer 360 for Salesforce
 assigns the Default profile if you do not specify profile for a user. You can create custom profiles for specific users. You can access the user account to specify the custom profile that you create for the user.
You can configure the following
Customer 360 for Salesforce
 profile settings:
Name
Name of the profile.
Allow Change Master Account
Enables you to change the master record for duplicate accounts. Default is disabled.
Allow Change Master Contact
Enables you to change the master record for duplicate contacts. Default is disabled.
Allow Change Master Lead
Enables you to change the master record for duplicate leads. Default is disabled.
Allow Consolidate
Allows you to consolidate data. Default is enabled.
Allow Convert Data
Allows you to convert data. For example, you might want to convert a lead to an account. Default is enabled.
Allow Create Contacts without Accounts
Enables you to create contacts without accounts. To allow users to create contacts, ensure that you enable this setting for all user profiles. Default is enabled.
Allow Creation of Duplicate Accounts
Enables you to create duplicate accounts. Default is disabled.
Allow Creation of Duplicate Contacts
Enables you to create duplicate contacts. Default is disabled.
Allow Creation of Duplicate Leads
Enables you to create duplicate leads. Default is disabled.
Allow Edit Hierarchy
Allows you to add accounts to a hierarchy, deleted accounts in a hierarchy, or reorganize the hierarchy.
Allow Ignore Duplicate Accounts
Enables you to ignore duplicate accounts and not include duplicate accounts in the duplicate account list. Default is disabled.
Allow Ignore Duplicate Contacts
Enables you to ignore duplicate contacts and not include the duplicate contacts in the duplicate contacts list. Default is disabled.
Allow Ignore Duplicate Leads
Enables you to ignore duplicate leads and not include the duplicate leads in the duplicate leads list. Default is disabled.
Allow Merge Accounts
Enables you to merge accounts. You must also have delete permission on accounts to be able to merge accounts. Default is enabled.
Allow Merge Contacts
Enables you to merge contacts. You must also have delete permission on contacts to be able to merge contacts. Default is enabled.
Allow Merge Leads
Enables you to merge leads. You must also have delete permission on leads to be able to merge leads. Default is enabled.
View Consolidated Information
Allows you to view consolidated information of a record from different sources through the Data Manager. Default is disabled.
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