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

Step 4. Create a Matching Setting for the Custom Object

Step 4. Create a Matching Setting for the Custom Object

The matching settings define weighting for each custom object field that the matching and duplicate check processes use.
  1. From the
    Setup
    section of the
    CC360 Admin
    tab, click
    Run the Setup Wizard
    .
  2. Under the
    Setup
    section, click
    Deduplication
    .
  3. In the
    Deduplication
    section, click
    New
    .
  4. Optionally, in the
    Other Information
    section, configure the following settings:
    Name
    Name of the object class that you created for the custom object.
    Maximum Score
    The maximum possible score. Do not populate this field. Default is no value.
    Keep Duplicates when Re-Processing
    Retains associated duplicate records even when the duplicate checked flag is reset. Default is disabled.
    Duplicate Threshold
    Threshold for being detected as a duplicate record. When the duplicate check batch job and duplicate contact check batch job run, records must have a match score that meets or exceeds the duplicate threshold. If the total match score achieves the duplicate threshold, CC360 considers the records as duplicates. Default is 90.
    Duplicate Review Threshold
    Threshold score below which you do not want to consider the records as duplicates. Records with scores greater than the duplicate review threshold score and less than or equal to the duplicate threshold score are queued for manual review before merge. Set the duplicate review threshold score lesser than the duplicate threshold score. If the records have scores less than the duplicate review threshold,
    Customer 360 for Salesforce
    does not consider the records as duplicates and enables the duplicate checked flag for the records. If you do not want to manually review the records before merge, you can leave this field empty.
    High Matching Threshold
    The highest threshold for matching records. When the matching batch job runs, the external data record and the master bean record must have a match score that meets or exceeds the high matching threshold. If the total match score achieves the high matching threshold,
    Customer 360 for Salesforce
    considers the external data record and the master bean record a match. Default is 90.
    Low Matching Threshold
    Not used.
    Enable Native Salesforce Matching
    Mapping for Record Type ID field on the bean. Specify the API name of the corresponding field on the bean.
    Native Salesforce Match Threshold Level
    Threshold for detecting a matching record when
    Customer 360 for Salesforce
    uses the Saleforce matching algorithm. The Saleforce algorithm might result in slightly different match scores than the
    Customer 360 for Salesforce
    matching algorithm.
  5. In the
    Company Information
    and
    Contact Information
    sections, configure null scores and weightings for the custom object fields.
  6. Click
    Save
    .

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