Customer 360 for Insurance and Salesforce integration
You can configure Salesforce to synchronize records with Customer 360 in batches or in real time. You can also configure Salesforce to search for matching records in Customer 360 or Salesforce before creating a record.
To onboard the records from Salesforce to Customer 360, create an ingress job to import the initial records. Later, you can continue to ingress the incremental records to be in sync with Salesforce.
After you import the records to Customer 360, process the records, and create an egress job to export the records to Salesforce.
Integrating Customer 360 with Salesforce
Use Customer 360 Extension for Salesforce to integrate Salesforce and Customer 360 and process the Salesforce records in Customer 360. Customer 360 Extension for Salesforce uses the Organization business entity to store the Salesforce Account records and the Person business entity to store the Salesforce Contact and Person Account records.
You can synchronize the following Salesforce records with Customer 360:
•The account, person account, and contact records that you create or update.
•The account to contact or account to partner relationship records that you create or update.
•The Salesforce hierarchies that you create or update. You can synchronize the hierarchies only in batches, but not in real time.
Ingress initial data
When you ingress initial data to Customer 360 from Salesforce, the ingress job creates master records for all the Salesforce records in Customer 360. The ingress job assigns a business ID to each master record in Customer 360.
After you onboard the records to Customer 360, you can process the master records. When you run a match and merge job, the job matches the records in Customer 360 and merges the duplicate records to update the master records. The unique records of Salesforce retain the business IDs of the master records, and the duplicate records of Salesforce use the business IDs of the updated master record.
Egress initial data
After you process the initial data in Customer 360, create an egress job to export all the master records from Customer 360 to Salesforce. By default, you can export the records that have been created, updated, and merged in Customer 360 to Salesforce.
When you export the master records to Salesforce, the values of each duplicate record in Salesforce are updated with the master record value. Each master record in Salesforce gets a Customer360 Id that maps to the business ID of the master record.
The Customer360 Sync Date fields for the master records, which display the export dates, are updated accordingly in Salesforce.
Ingress and egress incremental data
After the first run, you can incrementally ingress the records that are added or updated in Salesforce. When you ingress incremental records, the ingress job uses the Customer360 Id to determine whether to update or insert a record to Customer 360.
When the Customer360 Id is present in Salesforce for a record, it indicates that the record exists in Customer 360 and the job updates the record in Customer 360. When the Customer360 Id is not present in Salesforce, it indicates that the record is new, and the job inserts the record to Customer 360.
After you onboard the incremental records, run a match and merge job to match the records and update the master records. After the master records are updated, you can export the incremental data to Salesforce. The values of each duplicate record in Salesforce are updated with the master record values.
The Customer360 Id and Customer360 Sync Date fields for the master records are updated accordingly in Salesforce.
By default, you can export only the records that have been updated and merged in Customer 360. However, you can configure Customer 360 to export records created in Customer 360 to Salesforce. For more information, see Exporting records created in Customer 360 to Salesforce.
Process records in batches
When you process records in batches, you must first ingress the records from Salesforce to Customer 360. After you ingress the records, you can process the records in Customer 360, and then egress the records to Salesforce in batches.
The following image shows how you can process the records in batches:
Process records in real time
When you process records in real time, the records created or updated in Salesforce are upserted to Customer 360 instantaneously. When you create a record in Salesforce, the Cloud Application Integration process triggers a workflow to upsert the record to Customer 360.
After you process the records in Customer 360, you can export the updated records from Customer 360 to Salesforce in batches.
The following image shows how you can synchronize the records in real time:
