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  • 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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Record Types

Record Types

You can use record types to define different custom settings for the Salesforce standard and custom objects.
For example, you can use record types to define different synchronization settings for customer accounts and partner accounts.
You can use the record types to define the following custom settings for
Customer 360 for Salesforce
:
  • Synchronization Settings
  • Segment Settings
  • Enrichment Settings
  • Data Sources
  • Matching Settings
A user can access only the record types that are associated with the user profile.
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