Administrator Guide

Winter 2023

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Synchronization Settings

The synchronization settings define the mapping of fields from the following objects to the

Customer 360 for Salesforce

beans:

Standard Salesforce objects, such as accounts, person accounts, leads, contacts, cases, and opportunities.

Custom objects.

Use the setup wizard to configure the following synchronization settings:

Name: Name of the object or the record type for which you want to define the synchronization settings.

You can use one of the following name formats to define synchronization settings:
For an object type,
<Object Name>

For example, PersonAccount.

For one or more record types,
<Object Name>:<Record Type Name1>,<Record Type Name2>,...<Record Type NameN>

For example, Case:High Severity,Medium Severity indicates that the synchronization settings are applicable to the High Severity and Medium Severity record types.
City: Mapping for City field on the bean. Specify the API name of the corresponding field on the bean.
Country: Mapping for Country field on the bean. Specify the API name of the corresponding field on the bean.
Postal Code: Mapping for Postal Code field on the bean. Specify the API name of the corresponding field on the bean.
State: Mapping for State field on the bean. Specify the API name of the corresponding field on the bean.
Street: Mapping for Street field on the bean. Specify the API name of the corresponding field on the bean.
Birthdate: Mapping for Birthdate field on the bean. Specify the API name of the corresponding field on the bean.
Company: Mapping for Company field on the bean. Specify the API name of the corresponding field on the bean.
Custom Fields 1 through 20: Mapping for custom fields 1 through 20 on the bean. Specify the API name of the corresponding field on the bean.
Quick Cleansing: Accelerates the data cleansing process and reduces the number of script statements in the Salesforce triggers. Only disable during the initial data load and during migration, or if you experience problems with the order of execution of custom triggers. Default is enabled.
Domain: Mapping for Domain field on the bean. Specify the API name of the corresponding field on the bean.
Email: Mapping for Email field on the bean. Specify the API name of the corresponding field on the bean.
First Name: Mapping for First Name field on the bean. Specify the API name of the corresponding field on the bean.
Keep Data after Object Deletion: Saves a copy of the data in the data pool after deletion of the object in Salesforce. Default is disabled.
Last Name: Mapping for Last Name field on the bean. Specify the API name of the corresponding field on the bean.
Mobile Phone: Mapping for Mobile Phone field on the bean. Specify the API name of the corresponding field on the bean.
Parent ID: Mapping for Parent ID field on the bean. Specify the API name of the corresponding field on the bean.
Phone: Mapping for Phone field on the bean. Specify the API name of the corresponding field on the bean.
Record Type ID: Mapping for Record Type ID field on the bean. Specify the API name of the corresponding field on the bean.
Synchronize: Automatically synchronizes the corresponding Salesforce object such as Account, Lead, and Contact. Default is enabled.
Website: Mapping for Website field on the bean. Specify the API name of the corresponding field on the bean.