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

Beans, Master Beans, and External Beans

Beans, Master Beans, and External Beans

A bean record is a container for data within
Customer 360 for Salesforce
. A master bean is closely tied to a Salesforce account record. Master beans link the related contact beans and lead beans to the account. Master beans maintain the best version of the truth. External beans store data from external data sources. CC360 creates external beans when you import data from external data sources.
Each synchronized record in
Customer 360 for Salesforce
has a corresponding bean record.
Customer 360 for Salesforce
uses beans during multiple processes, such as matching and deduplication. The use of beans minimizes the amount of time that the associated record is locked during
Customer 360 for Salesforce
processes.
Customer 360 for Salesforce
can associate a bean with the following objects:
  • A standard Salesforce record, such as an account, contact, or lead
  • Records from sources outside Salesforce, such as Dun & Bradstreet
  • Custom objects, such as a project or an investment record
Customer 360 for Salesforce
creates a master bean when
Customer 360 for Salesforce
creates an account bean. The master bean maintains the relationship between all beans that are linked to an account.
Migrate your data into beans and master beans to synchronize
Customer 360 for Salesforce
with your source systems. Configure field sets to determine which fields you populate in the beans.
Customer 360 for Salesforce
creates a copy of the data in the beans and master beans.

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