How To Create A Record In Salesforce

Preface
Introduction to Informatica Cloud MDM - Customer 360 for Salesforce
- Informatica Cloud MDM - Customer 360 for Salesforce Overview
- Beans, Master Beans, and External Beans
  - Beans
  - Master Beans
  - External Beans
- Cloud MDM - Customer 360 for Salesforce Tasks
- Cloud MDM - Customer 360 for Salesforce User Interface
Creating or Searching Records for Salesforce Objects
- Creating or Searching Records for Salesforce Objects Overview
- Addresses, Email Addresses, and Phone Numbers Verification
  - Address Verification
    - Status Codes
  - Email Verification
    - Status Codes
  - Phone Number Verification
    - Status Codes
- Creating or Searching Records in Salesforce Classic Experience
  - Step 1. Open the Account, Contact, and Lead Scout Pages
  - Step 2. Create a Record or Search for Records in the Account, Contact, or Lead Scout Page
- Creating a Record in Lightning Experience
- Searching Records in Lightning Experience
Managing Duplicate Records
- Manage Duplicate Records Overview
- Identifying Duplicate Records
- Considerations before Manually Merging Duplicate Records
- Merging the Duplicate Records
- Flagging Duplicate Pairs as Unique
Consolidating Records
- Consolidate Records Overview
- Consolidating a Record in Salesforce Classic
- Consolidating a Record in Lightning Experience
Converting Leads
- Lead Conversion Overview
- Converting a Lead
Hierarchies
- Hierarchies Overview
- Hierarchy Types
- Hierarchy Status in Salesforce Classic
- Hierarchy Status in Lightning Experience
- Multidimensional Hierarchies
- Alternate Hierarchies
- Managing Hierarchies
  - Viewing Hierarchies
    - Viewing Hierarchy Opportunities, Leads, and Contacts in Salesforce Classic
  - Searching a Hierarchy
    - Searching a Hierarchy in Salesforce Classic
    - Searching a Hierarchy in Lightning Experience
  - Reorganizing Hierarchies
    - Reparenting Hierarchies in Salesforce Classic
    - Reparenting Hierarchies in Lightning Experience
    - Adding Records to a Hierarchy in Salesforce Classic
    - Adding Records to a Hierarchy in Lightning Experience
    - Removing a Node from a Hierarchy in Salesforce Classic
    - Removing a Node from a Hierarchy in Lightning Experience
  - Unlocking a Hierarchy
  - Multidimensional Hierarchy Example
    - Creating a Multidimensional Hierarchy in Salesforce Classic
    - Creating a Multidimensional Hierarchy in Lightning Experience
- Customer 360 View
  - Viewing the Customer 360
    - Viewing the Customer 360 in Salesforce Classic
    - Viewing the Customer 360 in Lightning Experience
  - Exporting Account Hierarchical Details
    - Exporting Account Hierarchical Details in Salesforce Classic
    - Exporting Account Hierarchical Details in Lightning Experience
Appendix A: Glossary
- alternate hierarchy
- automerge
- bean
- best version of the truth
- consolidation
- DaaS
- data conversion
- de-duplication
- duplicate check
- enrichment
- Lightning Experience
- master bean
- MDM Multidomain Edition
- multidimensional hierarchies
- Multi-Org
- object
- organization
- profile
- standardization
- synchronization
- ultimate parent

User Guide

Spring 2021
- Winter 2021
- Winter 2020
- Summer 2020
- Winter 2019
- Spring 2019
- Winter 2018
- Summer 2018
- Spring 2018
- Winter 2017
- Summer 2017
- Spring 2017

Step 2. Create a Record or Search for Records in the Account, Contact, or Lead Scout Page

You can create records, search for matching records, and verify address, email addresses, and phone numbers in the Scout pages.

To create records, perform the following tasks:

In the Scout page, configure the record details.

Optionally, to verify the address, the email address, and the phone number, click the

Click to Verify

icon (

You can verify addresses, email addresses, and phone numbers only if you have DaaS enabled in your organization.

Based on the type of record that you create, click

Create Account

Create Lead

, or

Create Contact

If duplicate records exist, the record creation page displays a duplicate record warning message.

If you want to ignore duplicate records and create the record, click

Ignore and Create New

The

Ignore and Create New

button appears only if your user profile has the permission to create duplicate records.

To search for matching records, perform the following tasks:

Click

Search Options

to configure the search settings.

Select the data sources to search for potential duplicate records.

Select the search mode based on which you want to search for the matching records.

You can use the following search modes:

AND. Returns records that match all the input field values.

CONTAINS. Returns records that contain a part of the input field values.

FUZZY. Returns all the relevant records that match the input field values and the match settings.

OR. Returns records that contain at least one of the input field values.

For example, if you select AND, CC360 uses the value of all the fields and searches the database for the matching records.

Optionally, to remove the required field indicator, click

Hide Required Fields

If you remove the required field restrictions, you can enter values for any fields and search for matching records.

Enter the input field values that you want to use for search.

Click

If matching records exist, the Scout pages displays the matching records.

Updated May 28, 2021