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English
  • 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

Back Next

Converting a Master Bean to a Salesforce Object

Converting a Master Bean to a Salesforce Object

After you run the consolidation batch job, you can have master beans that are not linked to any account, person account, or lead. Based on your requirement, you can convert these master beans to accounts, person accounts, or leads.
  1. On the
    Master Beans
     tab, open the master bean that you want to convert.
  2. Click
    Edit
    .
  3. In the
    Actions
     section, select one of the following options:
    • Convert to Account
    • Convert to Person Account
    • Convert to Lead
  4. Optionally, in the
    Convert to Record Type
     field, specify the record type to which you want to assign the Salesforce object.
  5. Click
    Save
    .
    The master bean is converted to the selected object, and a bean is created for the object and is linked to the master bean.
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