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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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Consolidating Records Overview

Consolidating Records Overview

Consolidation is a process of merging data from all the beans linked to a master bean to create a golden record. You can run the consolidation batch job to consolidate the records.
Customer 360 for Salesforce
 (
Customer 360 for Salesforce
) uses data from the Salesforce objects and from external sources, such as SAP, ERP, or Oracle. The consolidation batch job consolidates the data from multiple beans and updates the master bean with the consolidated data to create golden records. Before you run the consolidation batch job, you can run the matching batch job to find the master bean that is the best match for each bean.
The consolidation batch job uses the data source settings and the enrichment settings if enrichment is enabled. Enrichment is the process of enhancing Salesforce records with consolidated data from the master beans after you run the consolidation batch job. Enrichment is part of the consolidation process if you enable it.
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