•  Introducing Customer 360 Extension for Salesforce
  •  Guidelines for importing assets
  •  Guidelines for migrating assets
  •  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 inbound data in real time
  •  Process outbound data in real time
  •  Search for similar 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 inbound data in real time
  •  Predefined assets for processing outbound data in real time
  •  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 Customer 360 Extension for Salesforce
  •  Importing the Customer 360 Extension for Salesforce assets
    •  Adding a Secure Agent
    •  Adding lookup files
    •  Importing parameter files
•  Installing Customer 360 Extension for Salesforce
  •  Configuring the flat file connection
  •  Configuring Salesforce for MDM SaaS
  •  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 inbound data in real time
    •  Importing the Application Integration assets for real-time inbound data synchronization
    •  Configuring the Salesforce connection
    •  Configuring the Customer 360 connection
    •  Configuring Application Integration URN mappings for real-time inbound data synchronization
    •  Updating the runtime environment
    •  Publishing the Application Integration assets for real-time inbound data synchronization
    •  Creating Salesforce flows
    •  Testing the integration for real-time inbound data synchronization
  •  Processing outbound data in real time
    •  Installing the unmanaged Salesforce package for real-time outbound data synchronization
    •  Configuring the custom metadata type
    •  Configure the prerequisite connectors for real-time outbound data synchronization
    •  Import the Application Integration assets for real-time outbound data synchronization
    •  Creating a publishing event
    •  Configuring a streaming ingestion and replication task
    •  Configure Application Integration URN Mappings for real-time outbound data synchronization
    •  Publishing the Application Integration assets for real-time outbound data synchronization
    •  Testing the integration for real-time outbound data synchronization
  •  Searching for similar records in Customer 360 SaaS using a Lightning component in Salesforce
    •  Installing the unmanaged Salesforce package for searching for similar records in Salesforce
    •  Setting up the unmanaged Salesforce package
    •  Customizing the unmanaged Salesforce package

Introducing Customer 360 Extension for Salesforce

Searching for similar records in Customer 360 SaaS using a Lightning component in Salesforce

C360ExtensionForSF

C360ExtnSFConfiguringSFforMDMSaaS

EXPORTING_RECORDS_TO_SALESFORCE

SBC_Lightning_component