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.