Introducing Customer 360 Extension for Salesforce

An MDM SaaS extension is a ready-to-use package that streamlines and accelerates the implementation of MDM SaaS. MDM SaaS extensions contain pre-configured assets and integrations that extend and enhance the MDM SaaS business applications. Use an extension to reduce implementation time, enhance data quality, and achieve faster business outcomes.

Use Customer 360 Extension for Salesforce to integrate Salesforce and Customer 360 SaaS and process the Salesforce records in Customer 360 SaaS. The supported Salesforce objects are accounts, person accounts, contacts, account to contact relationships, account to partner relationships, and account hierarchies.

After you install Customer 360 Extension for Salesforce, you can detect and merge duplicate records in Customer 360 SaaS and then export the merged records to Salesforce. You can also configure Salesforce to synchronize records with Customer 360 SaaS in batches or real time.

For example, if you have three different accounts for a customer with different addresses in Salesforce, you can merge them into a single record with all the addresses in Customer 360 SaaS. You can then export the three accounts to Salesforce with the consolidated values. The three records in Salesforce include the ID of the merged Customer 360 record.

Synchronization is bidirectional between Customer 360 SaaS and Salesforce. Inbound synchronization updates Customer 360 SaaS with changes from Salesforce. Outbound synchronization updates Salesforce with changes from Customer 360 SaaS. To synchronize records from Customer 360 SaaS to Salesforce in real time, install Informatica Customer 360 Extension for Salesforce Real-time Outbound, an unmanaged Salesforce package. The unmanaged package contains a platform event, a custom metadata type, an Apex trigger, and Apex classes.

You can use Informatica Customer 360 Extension for Salesforce, an unmanaged Salesforce package, to search and import similar records from Customer 360 SaaS. The unmanaged package includes a configurable Lightning component that seamlessly integrates with Customer 360 SaaS.

Note:

Effective in the July 2026 release, Informatica dropped support for searching for similar records using Cloud Application Integration through the Customer 360 Extension for Salesforce package. Informatica recommends that you use the configurable Lightning component available in the extension package to search for similar records.