•  Introducing Customer 360 Extension for Salesforce
  •  Guidelines to use the extension
  •  Prerequisites to deploy Customer 360 Extension for Salesforce
•  Integrating Customer 360 with Salesforce
  •  Ingress initial data
  •  Egress initial data
  •  Ingress and egress incremental data
  •  Process records in batches
  •  Process records in real time
  •  Search for matching records before creating a record in Salesforce
•  Customer 360 Extension for Salesforce assets
  •  Data model attributes
    •  Organization business entity model
    •  Person business entity model
  •  Predefined batch jobs
    •  Predefined batch jobs of the Organization business entity
    •  Predefined batch jobs of the Person business entity
    •  Predefined batch jobs of Salesforce relationships
    •  Predefined batch jobs of Salesforce account hierarchy
  •  Predefined assets for processing data in real time
  •  Predefined assets to search for matching records in Customer 360 or Salesforce
  •  Field mapping
    •  Mapping of Organization business entity and Salesforce Accounts object fields
    •  Mapping of Person business entity and Salesforce Contacts object fields
    •  Mapping of Salesforce Account to Contact relationship and Customer 360 Contact relationship
    •  Mapping of Salesforce Account to Partner relationship and Customer 360 Partner relationship
    •  Mapping of Salesforce Account hierarchy to Customer 360 Organization hierarchy
  •  Match Model
•  Deploying Customer 360 Extension for Salesforce
  •  Downloading and extracting the Customer 360 Extension for Salesforce package
  •  Importing the Customer 360 Extension for Salesforce assets
    •  Adding a Secure Agent
    •  Adding lookup files
    •  Importing parameter files
•  Installing Customer 360 Extension for Salesforce using guided assistance
  •  Installation process
  •  Process flow to installing Customer 360 Extension for Salesforce using guided assistance
  •  Running guided assistance
•  Installing Customer 360 Extension for Salesforce manually
  •  Configuring the flat file connection
  •  Configuring Salesforce for Business 360
  •  Providing field-level access for Salesforce objects
  •  Adding code values and crosswalks to the reference data assets
  •  Processing data in batches
    •  Using the parameter file
    •  Configuring the Customer 360 connection
    •  Configuring the Salesforce connection
    •  Configuring Business 360 FEP connector
    •  Synchronizing source and target objects of mappings
    •  Exporting value mappings of crosswalk (optional)
    •  Associating picklist fields with reference data code lists
    •  Exporting records created in Customer 360 to Salesforce
    •  Configuring change data capture
    •  Running the jobs
  •  Processing data in real time
    •  Importing the Application Integration assets
    •  Configuring the Salesforce connection
    •  Configuring the Customer 360 connection
    •  Configuring the Cloud Application Integration URN Mappings
    •  Updating the runtime environment
    •  Publishing the assets for real time synchronization
    •  Creating Salesforce flows
    •  Testing the integration
  •  Searching for matching records in Customer 360
    •  Prerequisites to search for matching records in Customer 360
    •  Searching for matching records in Salesforce
    •  Setting up Cloud Application Integration
    •  Set the appearance of the Application Integration guide to Lightning
    •  Creating the URN mappings
    •  Configuring the account properties for person account-enabled environments
    •  Publishing the Salesforce and Customer 360 assets
    •  Setting up Salesforce
    •  Testing the integration
•  Customizing Customer 360 Extension for Salesforce
  •  Guidelines for customizing the Customer 360 extension assets
  •  Extending the search capability of Customer 360 Extension for Salesforce
    •  Adding search criteria
    •  Adding attributes to display search results
  •  Extending the real-time integration capability of Customer 360 Extension for Salesforce
    •  Adding attributes from Customer 360 to populate in Salesforce

Introducing Customer 360 Extension for Salesforce

Extending the real-time integration capability of Customer 360 Extension for Salesforce

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