Administrator Guide

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Step 2. Create a Synchronization Setting for the Custom Object

The synchronization settings define the mappings of fields from the custom object to the CC360 bean.

From the

Setup

section of the

CC360 Admin

tab, click

Run the Setup Wizard

Under

Setup

, click

Sync Fields

In the

Salesforce Sync Setup (Field Mapping)

section, click

New

In the

New Sync Mapping

section, select the custom object.

The name of the synchronization setting should be the same as the API name of the custom object.

You can filter the objects that are displayed in the

Select an Object

list.

For example, if you enter

Employee

and click

Filter Object Names

, the objects that contain

Employee

in the object name appears in the

Select an Object

list.

In the

Record Type Information

section, enter the record type for the custom object.

Configure the mappings for the custom object fields on the bean in the following sections:

Contact Information

Company Information

Company field mapping is required.

Address Information

Custom Information

Optionally, in the

Other Information

section, configure the following settings:

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.
Synchronize: Synchronizes the corresponding Salesforce object such as Account, Lead, and Contact. Default is enabled. Synchronizes the corresponding Salesforce object such as Account, Lead, and Contact. Default is enabled.
Quick Cleansing: Accelerates the data cleansing process and reduces the number of script statements in the Salesforce triggers. Disable only during the initial data load and during migration, or if you experience problems with the order of execution of custom triggers. Default is enabled.
Do Not Delete Bean after Unsynchronizing: Saves the bean even if the Synchronize flag is disabled.
Parent ID: Mapping for Parent ID 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.