Communities
A collaborative platform to connect and grow with like-minded Informaticans across the globe
Product Communities
Connect and collaborate with Informatica experts and champions
Discussions
Have a question? Start a Discussion and get immediate answers you are looking for
User Groups
Customer-organized groups that meet online and in-person. Join today to network, share ideas, and get tips on how to get the most out of Informatica
Get Started
Community Guidelines
Knowledge Center
Troubleshooting documents, product guides, how to videos, best practices, and more
Knowledge Base
One-stop self-service portal for solutions, FAQs, Whitepapers, How Tos, Videos, and more
Support TV
Video channel for step-by-step instructions to use our products, best practices, troubleshooting tips, and much more
Documentation
Information library of the latest product documents
Velocity (Best Practices)
Best practices and use cases from the Implementation team
Learn
Rich resources to help you leverage full capabilities of our products
Trainings
Role-based training programs for the best ROI
Certifications
Get certified on Informatica products. Free, Foundation, or Professional
Product Learning Paths
Free and unlimited modules based on your expertise level and journey
Resources
Library of content to help you leverage the best of Informatica products
Tech Tuesdays Webinars
Most popular webinars on product architecture, best practices, and more
Product Availability Matrix
Product Availability Matrix statements of Informatica products
SupportFlash
Monthly support newsletter
Support Documents
Informatica Support Guide and Statements, Quick Start Guides, and Cloud Product Description Schedule
Product Lifecycle
End of Life statements of Informatica products
Ideas
Events
Change Request Tracking
Marketplace
English
  • Customer 360 for Salesforce Winter 2023
  • All Products

Table of Contents

Search

  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

Back Next

Matching Settings

Matching Settings

You can configure the matching settings to determine how
Customer 360 for Salesforce
 calculates match scores. You can also configure the matching settings to determine how exclusive the initial prefiltering is. You can set the match score threshold that two records must achieve for
Customer 360 for Salesforce
 to consider the records a match.
The matching settings affect the results of the matching and duplicate check batch jobs.
Customer 360 for Salesforce
 compares records field by field and gives scores for the field matches.
Customer 360 for Salesforce
 then adds the scores of the weighted field matches to determine a total match score. If the score is at or higher than the match score threshold,
Customer 360 for Salesforce
 considers the records a match.
The matching batch job uses the high level matching threshold level in the matching settings. Edit the account matching settings to configure matching settings for the matching batch job.
The duplicate check and duplicate contact check batch jobs use the duplicate threshold level in the matching settings. Edit the account matching settings to configure matching settings for the duplicate check batch job. Edit the contact matching settings to configure matching settings for the duplicate contact check batch job.
You can also assign a weighting to each field score to determine the impact that the field score has on the total match score. Use the Fuzzy Data Comparison Page to test your match settings before you run the matching, duplicate check, and duplicate contact check batch jobs.
0 COMMENTS
We’d like to hear from you!