Administrator Guide

Winter 2023

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Legal Forms

The legal forms settings is a basic

Customer 360 for Salesforce

setting that is required to list all legal forms that

Customer 360 for Salesforce

recognizes and extracts from company names. The settings for legal forms are default and inherent within

Customer 360 for Salesforce

If you need to modify the list of legal forms, you must get a .CSV file from Informatica and use a data loading tool such as Informatica Cloud to import it into Salesforce.

You can configure the following legal forms settings:

Name: Name of the country for which the legal form name is defined. For example, US.
Country ISO Code: The ISO code for the country. For example, US.
Legal Form: The suffix, such as "Limited", that
Customer 360 for Salesforce
recognizes as the legal form in a company name. Specify a unique name. If you need to use different settings for the same legal form in different countries, use the country ISO code followed by the number sign and the legal form name. For example, use US#Limited, GB#Limited.
Search Term: Text that
Customer 360 for Salesforce
uses internally for a search.