Asynchronous Cloning Process
Customer 360 for Salesforce
to process hierarchy cloning for hierarchies with more than
Asynchronous Hierarchy Process
Customer 360 for Salesforce
to process hierarchy changes for hierarchies with more than
Consolidates and prioritizes the data in your Salesforce environment. The Consolidation job considers the priority of the data sources and updates and consolidates information from beans to their respective master beans.
Converts account, lead, and contact beans to Salesforce records.
When you convert an external bean to a lead, Cloud MDM creates another bean for that lead if the record type is enabled.
If you convert a lead to an opportunity, Cloud MDM creates tasks for that opportunity. If you do not want to create tasks for the opportunities, set the
Create Opportunity Task
internal setting value to false.
The following sample code sets the value of the internal setting to false:
API_SettingsManager.updateInternalSetting('Create Opportunity Task','false');
Detects duplicate accounts. If you enter an account that exists in Salesforce, the Duplicate Check job detects the duplicate account.
Duplicate Contact Check
Detects duplicate contacts, leads, and custom objects. The Duplicate Contacts Check job matches a bean against other beans and creates a duplicate object that links duplicate beans together.
Matches beans against master beans to create consolidated records. Cloud MDM finds the master bean that is the best match for each bean. If no match is found, Cloud MDM creates a master bean for the bean. The matching job can find the master bean that best matches the beans for your contacts and leads.
Merges duplicate accounts.
Merges duplicate contacts.
Merges duplicate leads.
Creates a bean and master bean for each Salesforce account record, and synchronizes information from account records to the corresponding beans and master beans. After synchronizing information from account records, the migrate accounts job runs the migrate hierarchy job to establish parent-child relationships between the beans based on the Salesforce account hierarchy.
Creates a bean and master bean for each Salesforce contact record, and then synchronizes information from the contact records to each bean and master bean.
Creates a bean and master bean for each Salesforce lead record, and then synchronizes information from the lead records to each bean and master bean.
Establishes parent-child relationships between the beans based on the Salesforce account hierarchy. The hierarchies that the job creates contains the beans that have the same parent lookup field.
Removes old queue entries from the batch queue.
Synchronize Reporting Data
Updates the hierarchy information for all records in an account hierarchy when account hierarchy enrichment is disabled. You must be a system administrator to run the synchronize reporting data batch job to ensure that you have sufficient privileges to update all the account records in the hierarchy.
Ensure the asynchronous hierarchy process batch job and asynchronous cloning process batch job are not running when you run the synchronize reporting data batch job. If you run the synchronize reporting data batch job when the asynchronous hierarchy process batch job and asynchronous cloning process batch job are running, you might encounter locking errors.