Search for matching records before creating a record in Salesforce
When you create a record in Salesforce, you can search for any matching records in Customer 360 SaaS and Salesforce.
Based on the search results, you can perform the following tasks:
•If the record exists in Customer 360 SaaS and Salesforce, view the record.
•If the record exists in Customer 360 SaaS, but not in Salesforce, import the record from Customer 360 SaaS to Salesforce.
Note: When you import a record from Customer 360 SaaS, a new source record with Salesforce as the source system is added to the master record in Customer 360 SaaS.
•If no matching records are available, create the record.
The following image shows how you can search for matching records before creating a record in Salesforce:
