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

Configuring the Matching and Duplicate Thresholds

Configuring the Matching and Duplicate Thresholds

Customer 360 for Salesforce
identifies duplicate records based on the matching and duplicate thresholds. You can configure the threshold that a total match score must achieve for
Customer 360 for Salesforce
to consider records a match or a duplicate.
To configure the matching and duplicate thresholds, edit the matching settings.
  1. Based on the Salesforce environment that you use, perform the following tasks:
    • In Salesforce Classic, from the
      section of the
      CC360 Admin
      tab, click
      Run the Setup Wizard
    • In Lightning Experience, perform the following tasks:
      1. On the navigation menu, click
        CC360 Admin
        Manage CC360
        page appears.
      2. From the
        section, click
        Run the Setup Wizard
  2. Under the
    section, click
  3. To create object settings, click
    . To edit the object settings, click
  4. On the
    De-duplication Settings
    page, enter a value in the
    Duplicate Threshold
  5. In the
    Duplicate Review Threshold
    field, enter a value if you want to manually review the records before merge.
  6. In the
    High Matching Threshold
    field, enter a value.
  7. Click


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