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English
  • Customer 360 for Salesforce Winter 2023
  • All Products

Table of Contents

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  1. Preface
  2. Introduction to Informatica Customer 360 for Salesforce
  3. Creating or Searching Records for Salesforce Objects
  4. Managing Duplicate Records
  5. Consolidating Records
  6. Converting Leads
  7. Hierarchies
  8. Appendix A: Glossary

User Guide

User Guide

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Customer 360 for Salesforce User Interface

Customer 360 for Salesforce
 User Interface

Customer 360 for Salesforce
 (
Customer 360 for Salesforce
) runs within a contained environment on your Salesforce org. You can access the
Customer 360 for Salesforce
 functionality in your Salesforce environment through Visualforce pages that override the standard Salesforce screens. You can also access
Customer 360 for Salesforce
 in Lightning Experience. Log in to Salesforce by using your Salesforce credentials.
In Salesforce Classic, you can see the following user interface elements when
Customer 360 for Salesforce
 is deployed in your Salesforce environment:
Standard Salesforce tabs
Standard Salesforce objects such as Accounts, Contacts, and Leads, and other features, such as Chatter have tabs. Use the tabs to view the objects and to go to the pages to perform tasks, such as create, edit, and delete. Access the
Customer 360 for Salesforce
 functionality, such as address verification, email address verification, and phone numbers verification through Visualforce pages that override the standard Salesforce screens.
Custom objects tabs
Custom objects, such as projects, are created to meet the business needs of your organization. Custom objects have tabs. Use the tabs to view the objects and to go to the pages to perform tasks, such as create, edit, and delete.
Salesforce reports and dashboards
Use the Reports and Dashboards tabs to view and analyze your data from multiple perspectives.
CC360 buttons
Use the Consolidated View button on the Account details page to get a consolidated view from multiple beans linked to the master bean of the account.
Use the Consolidate button on the Consolidated View page to consolidate data from multiple beans linked to the master bean of the account.
Use the Convert button on the Lead details page to convert the lead.
Beans
View all the beans or a filtered list of beans. Beans are containers for data within
Customer 360 for Salesforce
.
Master Beans
View all the master beans or a filtered list of master beans. Master beans link together all the beans that relate to an account.
In Lightning Experience, you can see the
Customer 360 for Salesforce
 application when
Customer 360 for Salesforce
 is deployed in your Salesforce environment.
You can view the following user interface elements in the
Customer 360 for Salesforce
 application:
Account Scout page
Use the Account Scout page to create account records.
Record creation page
Create records for standard and custom Salesforce objects in the record creation page.
Duplicate Accounts and Other Duplicates pages
View duplicate accounts in the Duplicate Accounts page, and view duplicate contacts and leads in the Other Duplicates page.
Beans
View all the beans or a filtered list of beans. Beans are containers for data within
Customer 360 for Salesforce
.
Master Beans
View all the master beans or a filtered list of master beans. Master beans link together all the beans that relate to an account.
Salesforce reports and dashboards
Use the Reports and Dashboards tabs to view and analyze your data from multiple perspectives.
Standard Salesforce pages
Access the standard Salesforce objects such as accounts, contacts, and leads from the standard pages.
The Lightning components might not display properly in some browsers as the external Javascript and CSS libraries might take a long time to load.
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