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

Migrate Batch Jobs

Migrate Batch Jobs

You can run the migrate batch jobs to synchronize Salesforce records and Salesforce account hierarchies with
Customer 360 for Salesforce
(
Customer 360 for Salesforce
).
The migrate batch jobs perform the following tasks:
  1. Creates beans and master beans for records.
  2. Synchronizes the information from the records to the corresponding beans and master beans.
  3. Establishes parent-child relationships between the beans based on the Salesforce account hierarchy.
  4. Enables the synchronization flag in the record detail page.
You can run the following migrate batch jobs to synchronize the Salesforce records:
Migrate Accounts
Creates a bean and a 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 the parent-child relationships between the beans based on the Salesforce account hierarchy.
Migrate Contacts
Creates a bean for each Salesforce contact record and the synchronizes information from the contact records to each bean.
Migrate Leads
Creates a bean for each Salesforce lead record, and then synchronizes information from the lead records to each bean.
You can run the batch jobs in the Jobs section of the
CC360 Admin
tab. For more information about running, scheduling, and managing the batch jobs, see Managing Batch Jobs.

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