Table of Contents


  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

Step 3. Create a Data Source Setting for the Custom Object

Step 3. Create a Data Source Setting for the Custom Object

CC360 uses the data source settings for the consolidation process. You must also set the priority of the fields for the data source in beans.
  1. From the
    section of the
    CC360 Admin
    tab, click
    Run the Setup Wizard
  2. Under
    , click
    Data Sources
  3. In the
    Data Sources
    section, click
  4. In the
    section, configure the following settings:
    Name of the data source setting.
    The name of the data source setting should be the same as the API name of the custom object.
    A description for the data source.
    Object Class
    Object class that you created for the custom object.
  5. Configure the priority of the source on the corresponding fields on the bean in the following sections:
    • Contact Information
    • Company Information
    • Address Information
    • Custom Information
  6. Click


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