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

Preface

Preface

See the
Informatica Customer 360 for Salesforce
User Guide
to learn how to add and maintain accurate verified contact data, eliminate duplicate data, consolidate data, and maintain hierarchies.
This guide is written for business users who create and manage accounts, leads, and contacts as part of customer relationship management (CRM) activities. This guide assumes that you have access to
Informatica Customer 360 for Salesforce
functionality and are familiar with the Salesforce environment.

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