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

Synchronization Process

Synchronization Process

Customer 360 for Salesforce
creates beans and master beans when you synchronize Salesforce records from an organization.
Run the migrate batch jobs to synchronize Salesforce records. The migrate batch jobs create a bean for each record and a master bean for each account record. The migrate batch jobs also create master beans for the account records. You can also synchronize Salesforce account hierarchy The migrate batch job also Establishes parent-child relationships between the beans based on the Salesforce account hierarchy.
The migrate batch jobs use custom settings, such as synchronization settings and performance settings to synchronize the records. You can configure the default custom settings based on your Salesforce organization and requirement.
The following image shows how the migrate batch jobs synchronize Salesforce records and Salesforce account hierarchies with
Customer 360 for Salesforce
Migrate batch jobs synchronize Salesforce records and account hierarchies into . You can run the migrate batch jobs to synchronize Salesforce records such as, accounts, contacts, and leads.Customer 360 for Salesforce


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