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

Synchronization Settings

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.

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