InformaticaCloudMDM StudentLabGuide

Version CMDM Training 2013-03

Informatica Cloud MDM Student Lab Guide

Informatica Cloud MDM Lab Guide Version 1.0 No 2012 Copyright (c) 1998-2013 Informatica Corporation. All rights reserved. Printed in the USA. This software and documentation contain proprietary information of Informatica Corporation and are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright law. Reverse engineering of the software is prohibited. No part of this document may be reproduced or transmitted in any form, by any means (electronic, photocopying, recording or otherwise) without prior consent of Informatica Corporation. Use, duplication, or disclosure of the Software by the U.S. Government is subject to the restrictions set forth in the applicable software license agreement and as provided in DFARS 227.7202-1(a) and 227.7702-3(a) (1995), DFARS 252.227-7013(c)(1)(ii) (OCT 1988), FAR 12.212(a) (1995), FAR 52.22719, or FAR 52.227-14 (ALT III), as applicable.. The information in this document is subject to change without notice. If you find any problems in the documentation, please report them to us in writing. Informatica Corporation does not warrant that this documentation is error free. Informatica, PowerMart, PowerCenter, PowerChannel, PowerCenter Connect, MX, and SuperGlue are trademarks or registered trademarks of Informatica Corporation in the United States and in jurisdictions throughout the world. All other company and product names may be trade names or trademarks of their respective owners. DISCLAIMER: Informatica Corporation provides this documentation as is without warranty of any kind, either express or implied, including, but not limited to, the implied warranties of non-infringement, merchantability, or use for a particular purpose. The information provided in this documentation may include technical inaccuracies or typographical errors. Informatica could make improvements and/or changes in the products described in this documentation at any time without notice.

Informatica Cloud MDM Student Lab Guide

Table of Contents
Module 1 Cloud MDM Overview .............................................................................................. 5 Module Objectives .................................................................................................................... 5 Lab 1.1 | Accessing Your Training Org | 15 Minutes................................................................. 5 Module Review / Quiz ............................................................................................................... 7 Module 2 Installation and Configuration ............................................................................... 8 Module Objectives .................................................................................................................... 8 Lab 2.1 | Adding Cloud MDM Components to Page Layouts | 15 Minutes ............................... 8 Lab 2.2 | Locating the Cloud MDM On/Off Switch | 5 Minutes ................................................ 12 Lab 2.3 | Configuring a Cloud MDM Profile | 15 Minutes ........................................................ 14 Module 3 Synchronization .................................................................................................... 17 Module Objectives .................................................................................................................. 17 Lab 3.1 | Migrating Accounts | 20 Minutes .............................................................................. 17 Lab 3.2 | Migrating Contacts and Leads | 15 Minutes ............................................................. 20 Lab 3.3 | Changing Synchronization Settings | 15 Minutes..................................................... 21 Module Review / Quiz ............................................................................................................. 23 Module 4 Data Cleansing / Normalization ............................................................................ 24 Module Objectives .................................................................................................................. 24 Lab 4.1 | Creating a New Legal Form | 20 Minutes................................................................. 24 Lab 4.2 | Creating a New Country Search Term | 10 Minutes ................................................ 26 Module Review / Quiz ............................................................................................................. 27 Module 5 Matching and Weighting ....................................................................................... 28 Module Objectives .................................................................................................................. 28 Lab 5.1 | Fuzzy Matching and Configuring Matching Settings | 20 Minutes ........................... 28 Module Review / Quiz ............................................................................................................. 29 Module 6 De-Duplication ....................................................................................................... 30 Module Objectives .................................................................................................................. 30 Lab 6.1 | Run Duplicate Check | 15 Minutes ........................................................................... 30 Lab 6.2 | Configure Point-of-Entry Duplicate Prevention | 10 Minutes .................................... 32 Module Review/Quiz ............................................................................................................... 34 Module 7 Merging Duplicates ............................................................................................... 35 Module Objectives .................................................................................................................. 35 Lab 7.1 | Analyzing Duplicates| 15 Minutes ............................................................................ 35 Lab 7.2 | Running a Merge Job | 10 Minutes .......................................................................... 37 Module Review / Quiz ............................................................................................................. 37 Module 8 Working with Leads .............................................................................................. 38 Module Objectives .................................................................................................................. 38 Lab 7.1 | Converting Leads | 15 Minutes ................................................................................ 38 Module Review / Quiz ............................................................................................................. 41 Module 8 Custom Objects ..................................................................................................... 42 Module Objectives 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Lab 8.1 | Using a Custom Object with Cloud MDM | 15 Minutes ............................................ 42 Module 9 Working with External Data .................................................................................. 46 Module Objectives .................................................................................................................. 46 Lab 9.2 | Loading External Data into Beans | 15 Minutes ....................................................... 46 Lab 9.2 | Running the Matching Job | 15 Minutes ................................................................... 48 Module Review / Quiz ............................................................................................................. 49 Module 11 Consolidation and Enrichment .......................................................................... 50 Module Objectives .................................................................................................................. 50 Lab 11.1 | Configuring Consolidation Priorities | 10 Minutes .................................................. 50 Lab 11.2 | Configuring Enrichment Settings and Enabling Enrichment | 15 Minutes .............. 51 11.3 Running the Consolidation Job | 10 Minutes................................................................... 52 Appendix A Installation and Configuration ......................................................................... 54 Module Objectives .................................................................................................................. 54 Lab 12.1 | Adding MDM Components to Account Page Layouts | 15 Minutes ....................... 54 Lab 12.2 | Adding Cloud MDM Components to Lead Page Layouts | 15 Minutes .................. 57 Lab 12.3 | Adding Cloud MDM Components to Contact Page Layouts | 15 Minutes .............. 61 Lab 9.1 | Adding the Consolidated View button | 10 Minutes.................................................. 65 Lab 5.1 | Add Duplicate Page Components | 15 Minutes ....................................................... 66

Informatica Cloud MDM Student Lab Guide

Module 1 Cloud MDM Overview

Module Objectives
After completing this module, you will have an understanding of: Cloud MDM Capabilities Cloud MDM Business Use Cases Cloud MDM Architecture Basic Terminology: Beans and Master Beans

Lab 1.1 | Accessing Your Training Org | 15 Minutes

Scenario
In this lab, you will log in to your Salesforce Training org using your student login and password. You will locate the Cloud MDM app, the Cloud MDM Reports Tab, Cloud MDM Dashboards, Cloud MDM Console and access the tabs for Beans, Master Beans, Duplicate Accounts and Other Duplicates. You will also begin analyzing some of the data in your org.

Goals
In this lab, you will: Learn how to access your student training org. Learn how to access the Cloud MDM app. Become familiar with the Cloud MDM tabs and navigation.

Instructions
1. Access your Salesforce Training org. a. Go to the following URL in your browser: https://login.salesforce.com. b. Log in using the login details provided by your instructor. c. You will be asked to enter an activation code. Your instructor will provide you with the code. d. Access the Cloud MDM application by selecting Cloud MDM from the application menu:

1. 2. Review available Cloud MDM reports.

Informatica Cloud MDM Student Lab Guide

a. Click the Reports tab. b. Select the folder, Data Scout Reports (Installed Package: Cloud MDM):

c.

Review the available reports. Note that most of the reports will not contain at data at this time. Youll have a chance to revisit the reports later in the class.

3. Review available Cloud MDM dashboards. a. Click the Dashboards tab. b. Locate the Data Scout Overview dashboard.

c.

Analyze the Billing Country, Country, and Mailing Country charts. What problem do you see? How many forms of the country, United States, do you see? You may want to jot down these values, as youll revisit this dashboard after cleansing the data. Does this skew the data? What other problem do you notice?

4. Access the Cloud MDM Console. a. Click on the Cloud MDM tab. b. Examine the options in the Jobs menu. Well be discussing each of these options during the class. DO NOT RUN any jobs at this point youll be running them in later labs! 5. Review the following tabs by clicking on them: Beans Master Beans Duplicate Accounts

Informatica Cloud MDM Student Lab Guide

Other Duplicates 2. Note that these tabs currently contain no data. You will revisit them later in the class. 6. Identify potential problems with the data in this Salesforce org. a. Click on the Accounts tab. b. Select the All Accounts view. 3. Do you notice potential duplicate accounts? 4. Jot down the names of a few accounts you feel are duplicates.

Module Review / Quiz

Consider the following questions. Your instructor will review the questions after the lab time is complete. 1. For which Salesforce objects does Cloud MDM cleanse and standardize data? 2. How do you access the Cloud MDM application in Salesforce? 3. Where can you run Cloud MDM jobs? 4. When is a master bean created?

Informatica Cloud MDM Student Lab Guide

Module 2 Installation and Configuration

Module Objectives
After completing this module, you will have an understanding of: How Cloud MDM is installed. How Cloud MDM is configured. Adding Cloud MDM components to Salesforce page layouts. Setting up a Cloud MDM profile that provides access to all product features. How to turn Cloud MDM on and off.

Lab 2.1 | Adding Cloud MDM Components to Page Layouts | 15 Minutes

Scenario
In this lab, you will add some of the key Cloud MDM components to your Salesforce page layouts. Note that these components should be added for all objects that youll use Cloud MDM with including Accounts, Contacts, and Leads. In this lab, youll add the components to the Account page layout. Note that the components have already been added to Lead and Contact page layouts in your training org.

Goals
In this lab, you will: Add a Cloud MDM Information section to the Account page layout. Add the Duplicates section to the Account page layout. Add the Beans and Master Beans related lists to the Account page layout.

Instructions
1. Access the Account page layout. a. Select Setup -> App Setup -> Customize -> Page Layouts:

b. Click the Edit link for the Account Layout:

Informatica Cloud MDM Student Lab Guide

2. Add a Cloud MDM Information section to the page. a. Drag a new section onto the page layout place it after the Address Information section, for example.

5. Name the section Cloud MDM Information:

6. Click OK. 7. Drag and drop the following fields into the section: Country ISO Code

Informatica Cloud MDM Student Lab Guide

Legal Form Synchronize Domain

3. Add the Duplicates Visualforce page section. a. In the panel at the top of the Page Layout Editor, click on Visualforce Pages. b. Drag and drop the Duplicate Accounts section to the page you can place it before the related lists.

4. Add Beans and Master Beans related lists. a. In the panel at the top of the Page Layout Editor, click on Realted Lists. b. Drag and drop the Master Beans and Beans related lists onto the page.

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5. Add Cloud MDM buttons. a. In the panel at the top of the Page Layout Editor, click on Buttons. b. Drag the Find Duplicates and Consolidated View buttons to the Custom Buttons section of the page.

6. Save the page layout. a. Click the Save button.

A dialog will be displayed. b. Click Yes:

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7. Verify the results. a. Click on the Accounts tab. b. Click on an account name to view the Account Detail page. c. Verify that the new components are visible.

d. Lab Review

What have you achieved in this lab?

In order to begin working with Cloud MDM, you need to add Cloud MDM components to your page layouts in Salesforce. Some of these components would likely only be visible to Salesforce system admins or data stewards. You may wish to make some components available to all users. When you install Cloud MDM in your org, you can consider who should have access to these components, and alter page layouts accordingly.

Lab 2.2 | Locating the Cloud MDM On/Off Switch | 5 Minutes

Scenario
It is important that you know where the Cloud MDM master on/off switch is. In some cases, you may wish to turn off Cloud MDM after you have installed and configured it. For example, if you wish to bring in a new database without creating beans. To achieve this, you need to switch Cloud MDM off. The Setup Complete flag in the Cloud MDM setting is the master switch for Cloud MDM.

Goals
In this lab, you will: Locate the on/off switch for Cloud MDM.

Instructions
1. Access the Cloud MDM Master settings. a. Click Setup -> Develop -> Custom Settings. b. Click the Manage link for Data Scout Settings.

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c.

If an existing setting called Active exists, click the Edit link:

d. If no settings exist, click the New button. e. If you have created a new setting, be sure to enter Active in the Name field. f. Scroll down and ensure that the Setup Completed checkbox is selected:

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2. Click Save to save any changes you have made.

Lab 2.3 | Configuring a Cloud MDM Profile | 15 Minutes

Scenario
When Cloud MDM is installed, a default profile is given to all users. In order for your user to get access to all the features of Cloud MDM, you must configure an admin or superuser profile. Well discuss how to assign privileges and create profiles later in the class.

Goals
In this lab, you will: Create a Cloud MDM profile. Assign all privileges to the profile. Assign the profile to your Salesforce user. Add the MDM Profile field to the user page layout.

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Instructions
1. Create the Cloud MDM profile. a. Select Setup -> App Setup -> Develop -> Custom Settings. b. Click the Manage link for the Data Scout Profiles setting. c. Click New.

d. Enter Admin in the Name field. e. Check all options on this page:

f.

Click Save.

2. Add the MDM Profile field to the user page layout. a. Click Setup -> App Setup -> Customize -> User -> Page Layout. b. Drag the Data Scout Profile field in to the Additional Information section. c. Click Save.

3. Assign the profile to your Salesforce user.

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4. Select Setup -> Administration Setup -> Manage Users -> Users. 5. Click the Edit link for the MDM, Informatica Cloud user. 6. Select Admin from the Data Scout Profile list. 7. Click Save to save the profile.

What have you achieved in this lab?

In order to gain access to all the features of Cloud MDM, you must create a Cloud MDM profile and assign it to your user. Youve created an Admin user with access to all features. At the end of class, well revisit profiles, and discuss how you might set up profiles within your own org.

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Module 3 Synchronization
Module Objectives
After completing this module, you will: Understand what Beans and Master Beans are and how they are created Be able to migrate existing data to beans and master beans Understand how to configure synchronization settings Know how to review Master Bean and Bean records

Lab 3.1 | Migrating Accounts | 20 Minutes

Scenario
You have existing account records in your org. You have installed Cloud MDM, and need to create the beans and master beans, so you can begin matching and duplicate checking.

Goals
In this lab, you will: Use the Management Console to migrate accounts. Review the beans and master beans that are created. Review the Apex jobs that were run.

Instructions
1. Migrate Accounts. a) Click the Cloud MDM tab. b) Select Migrate Accounts from the Jobs menu:

c) Do not change the value in the Concurrent Processes field. This job should only be run with 1 concurrent process. d) Click the Run Now button e) After a few seconds, the Migrate Accounts job will appear in the Running Jobs pane:

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5. d. When complete, the job moves to the Completed Jobs pane. You can examine the details of the job by clicking on the link in the Errors column. 2. Review the Beans that were created. a. Click the Beans tab. b. Select the All Beans view. c. Review the list of beans that were created.

d. Review the following columns in the view: Company which field on the Account record does this correspond to? Source at this point, because you have synchronized only accounts, the value should be Account for all beans. Source No what do you think the value in this field is? Master Bean note that this field links to the Master Bean for this bean record.

3. Review the details of a bean. a. Click on a bean number to view the details of the bean. b. Examine the following fields: Company Norm Legal Form Domain Country ISO Code

4. Review the Master Beans that were created. a. Click the Master Beans tab. b. Select the view, All Master Beans. c. Review the following columns in the view: Company and Account which one is a link back to the related account record? Legal Form - what do you think this is? Well discuss Legal Forms later in the class.

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5. Review the details of a Master Bean. a. Click on a Master Bean number to view the Master Bean details page. b. Note the value in the Segment field. What do you think it is? This value will be used for matching well discuss matching later in the class. c. Scroll down to view the Beans related list, or hover over the Beans related list link at the top of the page:

6. What other bean record is related to this master bean? 6. Look under the hood at the Apex job that ran when you migrated accounts. a. Select Setup under your username in the top, right-hand corner of the page. b. Under Administration Setup, expand Monitoring, and click Apex Jobs:

c.

Review the details of the job. This page provides more details about the job. If an error occurred while the job was running, you can look here for additional information on what caused the error.

Lab Review
What have you achieved in this lab? Beans and master beans have now been created for Accounts. The Company Name, Domain, Legal Form and Country ISO Code have been normalized and the Fuzzy Segment has been created to enable Fuzzy Matching / Duplicate identification. You will learn about how these fields are actually used in upcoming modules!

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Lab 3.2 | Migrating Contacts and Leads | 15 Minutes

Scenario
You have existing Account, Contact, and Lead records in your org. You have installed Cloud MDM, and need to create the Beans and Master Beans, so you can begin matching and duplicate checking.

Goals
In this lab you will: Use the Management Console to migrate contacts and leads. Review the Beans that are created. Review the relationship between Contact and Baster Beans.

Instructions
1. Migrate Contacts. a. Click the Cloud MDM tab. b. Select Migrate Contacts from the Jobs menu. Do not change the value in the Concurrent Processes field. This job should only be run with 1 concurrent process. c. Click the Run Now button.

7. After a few seconds, the Migrate Contacts Job will appear in the Running Jobs pane. 8. When complete, the job moves to the Completed Jobs pane and the job can be examined by clicking on the Errors link:

2. Migrate Leads. Repeat the steps above to run the Migrate Leads job. 3. Review the beans that were created. a. Click the Beans tab.

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b. Select the view, Contact Beans not Duplicate Checked.

c.

View the details of a bean record by clicking on the bean number.

9. Note the value in the Master Bean field this ties the contact bean to the master bean for the associated account.

Lab 3.3 | Changing Synchronization Settings | 15 Minutes

Scenario
You have added a custom field to the Account object and want to include this field in beans and master beans.

Goals
In this lab you will: Access Synchronization settings. Add a custom field to bean synchronization. Re-run the migration process and verify that your custom field was added to the beans.

Instructions
1. Investigate the custom field on the Account object. a. Select Setup -> App Setup > Customize > Accounts ->Fields:

b. Scroll down to the Account Custom Fields & Relationships section. c. Review the custom field, CustomerPriority__c.

d. Note the value in the API Name field, as you will need this for setting up the synchronization settings. 2. Access the Synchronization settings. a. Select Setup > App Setup > Develop ->Custom Settings.

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b. Click the Manage link for Synchronization Settings:

c.

Click the Edit link for Account settings:

10. d. Enter the API name for the custom field you noted above in the Custom Field 1 field:

11. e. Click Save to save your changes. 3. Edit one or more account records and select a value in the Customer Priority field. 12. Be sure to note the name of the account(s) that you edit. 4. Review the bean record. a. Once you have made and saved changes to an account record, view the bean record for the account. b. Verify that the value you selected in the Customer Priority field was populated on the bean record. It will display in the Custom Fields section, under Custom Field 1. 13.

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Module Review / Quiz

Consider the following questions. Your instructor will review the questions after the lab time is complete. 1. When an account is migrated, what records are created? 2. List two or more of the normalized fields that are created on the resulting bean record. 3. What is the maximum number of concurrent jobs that can be used when migrating accounts? 4. How would you include a custom field on a bean record? 14.

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Module 4 Data Cleansing / Normalization

Module Objectives
After completing this module, you will: Understand the data cleansing process for the following fields: Legal Form Country Domain

Be able to configure the data cleansing process for these fields. Be able to enable point-of-entry cleansing for these fields.

Lab 4.1 | Creating a New Legal Form | 20 Minutes

Scenario
In reviewing your existing Salesforce account data, you notice that many account names have the words Head Office in them. This tends to skew matching results.

Goals
In this lab you will: Create a new legal form for Head Office (HO). Create a new account record that contains the words Head Office. Review how Head Office is removed from the normalized company name on the bean record. Review how HO is entered into the Legal Form field.

Instructions
1. Access the Legal Forms settings. a. Select Setup > App Setup > Develop-> Custom Settings. b. Locate Legal Forms in the list and click Manage. 2. Create a Head Office (HO) legal form. a. Click New. b. Enter the following details: Name: Head Office Legal Form: HO

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15. c. Click Save. 3. Create a new account with Head Office in the account name. a. Click the Accounts tab and then click New. b. Enter the following details: Account Name: Acme Head Office Billing Street: 1200 Westport Blvd. Billing City: Charlotte Billing State/Province: NC Billing Zip/Postal Code: 96500 Billing Country: USA c. Click Save.

4. Review the bean record for the account you just created. a. Hover over the Beans related list link. b. Click the Bean Number. c. Review the Bean record:

16. Note the values in the Company Norm and Legal Form fields.

Lab Review
What have you achieved? By creating a Head Office legal form, Cloud MDM strips the words Head Office from the Company Norm and creates a legal form of HO when the bean is created. This normalization removes the

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possibly skewing effect of common industry terms in a company name and improves the accuracy of the de-duplication process.

Lab 4.2 | Creating a New Country Search Term | 10 Minutes

Scenario
In reviewing your existing Salesforce account data, you find that the country field often contains the value USofA for United States. You want to add this to the list of search terms for United States, so that the value can be automatically standardized.

Goals
In this lab you will: Access International Settings. Review existing countries. Edit the US entry and add a new search term.

Instructions
1. Access the International settings. a. Select Setup > App Setup > Develop-> Custom Settings. b. Locate International Settings in the list and click Manage. 2. Locate and edit the US setting. a. Use the rolodex to locate the US setting. b. Click the Edit link to edit the setting. 3. Add the search term. a. Enter the value USofA in the Old Names field. When you enter the value, add a comma, directly followed by the value (do not include a space after the comma!) b. Click Save. 4. Verify results. 5. Add a new account in Salesforce. c. Enter account details.

d. In the Country field, enter USofA. Review the record that is created note the corrected country name in the Billing Address field, and the value for the Country ISO Code in the Cloud MDM Information section.

Lab Review
What have you achieved? While the example in the lab may be a little silly, you may find anomalies in your data that require the customization of the International Settings. The out-of-the-box settings should cover 99% of your requirements, but should you need to add new search terms, you now know how to do it!

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Module Review / Quiz

Now that you understand how legal forms work, consider examples that might be applicable for your own Salesforce data. Consider the following questions. Your instructor will review the questions after the lab time is complete. 1. What would be a good example of industry noise in your Salesforce account data? 2. Why do industry noise names skew de-duplication? 3. How do you add a lookup value (i.e., common misspelling) for a country? 4. How would you turn off legal form extraction if you didnt want to use it?

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Module 5 Matching and Weighting

Module Objectives
After completing this module, you will: Understand the concept of fuzzy matching. Be able to compare records using fuzzy matching. Review matching results and adjust matching settings accordingly. Understand the concept of weighting. Understand how to configure weighting.

Lab 5.1 | Fuzzy Matching and Configuring Matching Settings | 20 Minutes

Scenario
You have set up your synchronization settings for contacts and you need to check what sort of results these settings will generate.

Goals
In this lab you will: Review your list of contacts and select two similar contacts. Use the Fuzzy Matching tab to compare these records. Review the results. Modify the results by making a change to the matching settings.

Instructions
1. Identify two similar Contacts. a. Click the Contacts tab. b. Select All Contacts from the View menu. c. Locate two similar contacts.

2. Compare the contact records using the Fuzzy Matching tab. a. Click the Fuzzy Matching tab. b. Select Contact from the Object A and Object B menus. c. Select Contact from the Matching Settings menu.

d. Type part of the contacts name into the Contact A field and click the search button. e. Select the first contact. f. Type part of the contacts name into the Contact B field and click the search button.

g. Select the second contact. h. Click the Compare button. i. Analyze the results.

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17. Review the value for Total Score. Would these two records be considered to be a match? Would they be considered to be duplicates? 3. Manipulate the weightings. a. Select Setup -> Develop -> Custom Settings. b. Click the Manage link for Matching Settings. c. Click the Edit link for Contact.

d. Note the value in the Company Norm field. As you can see, by default, this field has a major effect on matching. e. Change this value to 5. f. Click Save to save your changes.

4. Review the effects of changing the weighting. a. Repeat the previous steps to compare the same two contact records. b. Review the value in the Total Score field would these two records be considered to be a match now? Would they be considered to be duplicates? 5. Change your settings back to the default values.

Lab Review
What have you achieved? By reducing the weighting assigned to the Company Norm field, you have changed a clear duplicate match in to a No Duplicate. It is very important to refine weightings in light of your own data set. For example, if you know that your data is rich in postcode information, then you may wish to increase the weighting for this field. If you have poor first name information, then the weighting of this should be reduced.

Module Review / Quiz

Consider the following questions. Your instructor will review the questions after the lab time is complete. 1. How are weightings used in the fuzzy matching process? 2. What weightings might you change for your own data and why? 3. Where do you make changes to the weightings for accounts? 4. How do you exclude fields with null values in matching? 18.

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Module 6 De-Duplication
Module Objectives
After completing this module, you will: Be able to run the duplicate check jobs and review results. Configure and enable Point-of-Entry duplicate prevention. Analyze duplicate records.

Lab 6.1 | Run Duplicate Check | 15 Minutes

Scenario
You have created beans and master beans for all records in your org. You can run the duplicate check batch jobs to identify duplicate records, using the matching settings you defined.

Goals
In this lab, you will: Run the Duplicate Check batch job. Review resulting duplicate account records. Examine a duplicate record. Run the Duplicate Contact Check batch job. Review and examine results.

Instructions
1. Run the duplicate check batch job. a. Click on the Cloud MDM Console tab. b. Select Duplicate Check from the Job menu. You dont need to change the value in the Concurrent Processes field for this lab, but note that Duplicate Check can be run with a up to 5 concurrent processes. c. Click Run Now.

19. After a few seconds, the job will appear in the Running Jobs panel.

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20. 21. When the job completes, it will move to the Completed Jobs panel. 2. Examine the duplicate accounts. a. Click the Duplicate Accounts tab. b. Select the view, All Duplicates. c. Review the following columns in the list of duplicates: Master what do you think this field contains? Duplicate what do you think this field contains? Score what does the score tell you? Ignore Duplicate what do you think this field is for? 3. Run the duplicate contact check batch job. a. Click on the Cloud MDM Console tab. b. Select Duplicate Contact Check from the Job menu. You dont need to change the value in the Concurrent Processes field for this lab, but note that Duplicate Check can be run with a up to 5 concurrent processes. 4. Examine the duplicate contacts and leads. a. Click the Other Duplicates tab. b. Select the view, All. c. Review the following columns in the list of duplicates: Master what do you think this field contains? Duplicate what do you think this field contains? Score what does the score tell you? Ignore Duplicate what do you think this field is for?

Lab Review
What have you achieved? You have now identified all potential duplicate accounts within your training org. The next steps would be to follow best practices for examining the duplicates, and when the analysis is complete, to merge selected records. In the next module, well review the details of the duplicates. You can now run the Duplicate Contact Check job to check for duplicate contacts.

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Lab 6.2 | Configure Point-of-Entry Duplicate Prevention | 10 Minutes

Scenario
At your company, sales reps and other users often create accounts, contacts, and leads manually. In order to prevent the ongoing insertion of duplicate records, you want to enforce duplicate checking at the time of record creation, or point-of-entry.

Goals
In this lab you will: Change the default behavior of the Create New Account button so it performs a duplicate search. Change the default behavior of the Create New Contact button so it performs a duplicate search.

Instructions
1. Observe standard Salesforce behaviour. a. Create a new account (enter the same name as an existing account) and a new contact (enter the same name as an existing contact) in your Salesforce org and notice the default behavior. Does the application prevent you from creating a potential duplicate account or contact? 2. Customize the behaviour of the New Contact button. a. Click Setup -> Customize -> Contacts -> Buttons and Links. b. Click the Edit link for the New button:

c.

In the Overrride With field, select Visual Force Page and select Contact Scout from the menu:

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d. Click Save 3. Customize the behaviour of the New Account button by repeating the steps above for the Account object. 4. Verify results. a. Click on the Accounts tab. b. Click the New button. Note that a new screen (Search Criteria) is displayed:

c.

Enter the name (or very close to the name) of an existing account (for now, just enter the name and no other details).

d. Click the Create Account button. Note that you should see a warning message that alerts you about a potential duplicate:

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e. At this point, you can ignore the message, and create the account by clicking the Ignore and Create New button. Note that this button can be removed if you dont want your users to have this option. 22. You can repeat the steps to verify that the point-of-entry duplicate prevention is also working for contacts.

Lab Review
What have you achieved? You have implemented point-of-entry duplicate checking for contacts and accounts, in order to minimize the number of duplicates that are created in your org.

Module Review/Quiz
Consider the following questions. Your instructor will review the questions after the lab time is complete. 1. What does the Account Scout Visual Force page prevent users from doing? 2. How would you add the Duplicates related list to a record detail page? 3. How could you check for duplicates on an individual record? 4. What job do you run to check for duplicate leads?

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Module 7 Merging Duplicates

Module Objectives
After completing this module, you will: Understand best practice for merging duplicates, including: Using the Salesforce standard merge function for side-by-side record comparison. Marking a record as no duplicate. Understand the Toggle Master function.

Understand how best to use the Auto Merge functions.

Lab 7.1 | Analyzing Duplicates| 15 Minutes

Scenario
You have identified duplicate account records now you need to review them and check to see if they really are duplicates. For records that are duplicates, you must decide what you are going to do with them.

Goals
In this lab, you will: Review a list of duplicates on the Duplicate Accounts tab. Review details of duplicate records. Mark a duplicate pair as No Duplicate. Use the Salesforce Merge function to review how duplicate records will be merged.

Instructions
1. Review list of duplicate accounts. a. Click the Duplicate Accounts tab. b. Select the view, All Duplicates. This view shows you all of the duplicate pairs that were created when the Duplicate Check job was run. Duplicate pair records are created when the score exceeds the Matching Threshold. 2. Review duplicate details. a. Select a duplicate pair to review. b. Drill into the details by clicking on the value in the Duplicate Name column. c. Click on the value in the Master field. This displays the details for the master bean for the master record in the duplicate pair. Alternatively, you can click on the value in the Duplicate column to view the details for the master bean for the duplicate record in the pair. d. Drill into the account record by clicking on the account name in the Account field. e. Scroll down to the Duplicate Accounts section.

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Here you will see a list of all accounts that have been identified as potential duplicates for the selected account. 3. Compare the records using the standard Salesforce Merge function. a. Select the checkbox for the record you wish to compare with. If is more than one duplicate record, you can select up to two records. b. Click the Merge button. The Merge My Accounts screen is displayed:

You can use this screen to review the details of each record, in a side-by-side comparison. c. To exit the screen, click Cancel.

4. Toggle the master record. a. Click back into the account record. b. Scroll down to the Duplicate Account section. c. Select one of the non-master records and click the Toggle Master button.

5. Mark a record as No Duplicate. a. Select a record by clicking the checkbox. b. Click the No Duplicate button. Note that the Duplicate Accounts section now says No duplicates found. c. Make a note of the record, so you can verify it is not merged in the next lab. When a record is marked as No Duplicate, the Duplicate Pair record is retained, but will be ignored during the Merge Accounts process. 6. Note one or two duplicate accounts. Note the names of a few duplicate accounts. You will review them after running the merge job.

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Lab 7.2 | Running a Merge Job | 10 Minutes

Scenario
Now that you have thoroughly reviewed your duplicate accounts, you will run the MDM Merge job to merge the account records, and eliminate duplicates.

Goals
In this lab, you will: Run the Merge Accounts job from the console. Review the results of the merge.

Instructions
1. Run the merge job. a. Click on the Cloud MDM tab. b. Select Merge Accounts from the Jobs menu. c. Click the Run Now button.

2. Analyze the results. a. Click on the Duplicate Accounts tab. b. Select the view, All Duplicates. The list of duplicates should now only show 1 duplicate pair the one you marked as No Duplicate. 3. View account details. a. Locate one of the accounts that was listed as a duplicate navigate to the account details page. b. Note that the Duplicate Accounts section is empty. Note that the accounts have been merged, and the duplicate records in the duplicate pairs are now gone from the system.

Lab Review
23. What have you achieved? 24. You have eliminated the duplicate accounts that were identified by Cloud MDM. With the exception of any pairs that you marked as No Duplicate, the merge job merged the account records removing the duplicate and preserving the master, using the standard Salesforce merge functionality. Remember that this is a non-reversible action!

Module Review / Quiz

Consider the following questions. Your instructor will review the questions after the lab time is complete. 1. What feature can you use to analyze your duplicate records before merging? 2. What if you find a record that is not a duplicate? 3. What does the Toggle Master function do? 25.

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Module 8 Working with Leads

Module Objectives
After completing this module, you will: Understand how the Cloud MDM enhanced Lead Conversion functionality works. Be able to configure the Convert Lead button to use the MDM functionality.

Lab 7.1 | Converting Leads | 15 Minutes

Scenario
You know that your Salesforce data contains leads that are duplicates of existing contacts. When your Salesforce users convert leads, you want to prevent them from creating duplicates of contacts that already exist in the system.

Goals
26. In this lab you will: Review existing Salesforce Lead Conversion functionality. Configure and use the Cloud MDM Lead Conversion functionality.

Instructions
1. Review existing Salesforce lead conversion functionality. a. Click on the Leads tab. b. Select the view, All Open Leads. c. Click on a lead name to view details select Rafael Cocozza.

d. Click Convert (the first Convert button is the standard Salesforce Convert). e. Note that you have the ability to select an existing account, or create a new account. f. Click Cancel.

2. Configure the Convert button to use the Cloud MDM lead conversion process. a. Select Setup -> Customize -> Leads ->Buttons and Links:

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b. Click the Edit link for the Convert button:

c.

In the Override With field, select the Visual Force Page option, then select Lead Convert from the menu:

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d. Click Save. 3. Convert the lead. a. Return to the lead detail page for the lead you viewed in the previous step. b. Click the Convert button. 4. You will see the enhanced Cloud MDM Convert Lead page:

5. You now have the ability to attach the lead to an existing account and contact. The details for the account appear in the Account Information section, the details for the contact appear in the Related Contacts section. If there is more than one contact that matches the lead, you will be able to select the best contact. The page also shows you a list of related leads. Ensure that the Attaching to Existing radio button is selected in both sections. 6. Click the Convert button to convert the lead and attach it to the existing account and contact. The lead is converted, the contact, is updated, and the Account Detail page is displayed. 7. Review results. a. Scroll down to the Master Beans related list.

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b. Click on the Master Bean No to view the master bean record. c. Scroll down to the Contacts section and click on the contact, Rafael Cocozza, to view record details.

d. Observe that an opportunity has been created for this contact.

Lab Review

Module Review / Quiz

Consider the following questions. Your instructor will review the questions after the lab time is complete. 1. How do you enable the Cloud MDM lead conversion functionality? 2. What happens when you convert a lead that matches an existing contact in your system?

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Module 8 Custom Objects

Module Objectives
After completing this module, you will: Be able to use Cloud MDM to duplicate check your Salesforce custom objects. Use Cloud MDM to

Lab 8.1 | Using a Custom Object with Cloud MDM | 15 Minutes

Scenario
You have a custom object that you have defined in your Salesforce org. You want to use Cloud MDM to run duplicate checks on the records for this object.

Goals
27. In this lab you will: Create an object class. Create a data source. Create a synchronization trigger.

Instructions
1. Investigate the custom object. a. Select Setup -> App Setup > Create > Objects. b. Click on the Demo Equipment object:

c.

Note the value in the API Name field - you may want to copy the value.

2. Create an object class for your custom object. a. Click Setup -> Develop -> Custom Settings. b. Click the Manage link for Object Classes:

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c.

Click New.

d. Enter the API name for the custom object in the Name field. e. In the Object Family field, enter the value Account. f. Click Save.

3. Create a Data Source. a. Click Setup -> Develop -> Custom Settings. b. Click the Manage link for Data Sources:

c.

Click New.

d. Enter Demo Equipment in the Name field. e. Enter the same name you used for the object class, Demo_Equipment__c, in the Object Class field. f. Click Save.

4. Create a trigger on the custom object. a. Select Setup -> App Setup > Create > Objects.

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b. Click on the Demo Equipment object c. Scroll down to the Triggers section.

d. Click New. e. Copy the following code and paste it into the trigger (completely replacing the text that is already there): trigger DS_EquipmentTrigger on Demo_Equipment__c (after delete, after insert, after undelete, after update, before delete, before insert, before update) { DSE.API_CustomScoutClass cs = new DSE.API_CustomScoutClass('Demo_Equipment__c'); List<Demo_Equipment__c> newEquipment = Trigger.new; List<Demo_Equipment__c> oldEquipment = Trigger.old;

if (Trigger.isAfter) { if (newEquipment != null) newEquipment = newEquipment.deepClone(true, true, true); if (oldEquipment != null) oldEquipment = oldEquipment.deepClone(true, true, true);

cs.triggerSynchronize((List<SObject>) newEquipment, (List<SObject>) oldEquipment, Trigger.isInsert, Trigger.isUpdate, Trigger.isDelete, Trigger.isUnDelete, Trigger.isBefore, Trigger.isAfter); } f. Click Save.

5. Create synchronization settings. a. Select Setup -> App Setup > Develop > Custom Settings. b. Click on the Manage link for Synchronization Settings. c. Click the New button.

d. Enter Demo_Equipment__C in the Name field. e. Enter Name in the Company field. f. Click Save.

6. Verify results.

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g. Create a new Demo Equipment record. h. Go to the Demo Equipment tab. i. j. Create a new record. Verify that a new bean is created.

Lab Review
28. 29.

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Module 9 Working with External Data

Module Objectives
After completing this module, you will be able to: Define and configure a new Cloud MDM data source. Use a data integration tool to load data directly into beans.

Lab 9.2 | Loading External Data into Beans | 15 Minutes

Scenario
You have external data in a system, such as SAP. You wish to load this data directly into beans, so you can take some of the information (financial information, account number, etc.) from the SAP record, and retain some information (address, customer type, website URL) from the Salesforce record.

Goals
In this lab you will: Create a Data Source for SAP. Run a task in Informatica Cloud to load the data.

Instructions
1. Create a data source. a. Select Setup -> App Setup -> Develop -> Custom Settings. b. Click the Manage link for the Data Sources setting. c. Click New.

d. Enter SAP in the Name field. e. Click Save. 2. Log into Informatica Cloud. a. Go to the following URL: www.informaticacloud.com. b. Click the Login Here link in the upper right hand corner of the page. c. Enter the credentials provided by your instructor.

3. Create a data synchronization task. a. From the Application menu, select Data Synchronization. b. Click New. 4. Specify task details. a. On the Definition page of the wizard, enter the following details: Task Name: Load SAP Accounts Task Operation: Upsert b. On the Source page of the wizard, enter the following details:

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Source Name: MDM Data Files Source Object: SAP.csv c. On the Target page of the wizard, enter the following details: Target Name: Select your Salesforce connection i.e., if you are student01, select Student01 Salesforce. Target Object: DSE__DS_Bean__c d. Click Next to skip the Data Filters page.

e. On the Field Mapping page, drag and drop the following source to target fields: Source Field BILLINGCITY BILLINGCOUNTRY BILLINGPOSTALCODE BILLINGSTATE BILLINGSTREET COMPANY Total_Revenue_YTD Total_Revenue_MTD Credit_Limit Days_Sales_Outstanding Source_No Target Field City Country PostalCode State Street Company Custom Field 1 Custom Field 2 Custom Field 3 Custom Field 4 Source No

f.

On the Target, click the Expression button for the External ID field:

g. Enter the following in the Expression Editor: 'SAP#'||Source_No h. Click the Validate button to verify the expression. i. j. k. l. Click OK. On the Target, click the Expression button for the Source field: Enter the following in the Expression Editor : 'SAP' Click the Validate button to verify the expression.

m. Click OK. 5. Save and run the task. 6. Click Save -> Save and Run to run the task. A confirmation dialog is displayed. 7. Click OK 8. When the task completes, you should see 21 success rows in the Activity Log:

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9. Verify results. a. Return to Salesforce. b. Go to the Beans tab. c. Select the view, All Beans.

d. Verify that there are 21 beans with Source =SAP. e. Click on a Bean No to view bean details. f. Observe the data into the Address and Custom Fields sections.

Lab Review

Lab 9.2 | Running the Matching Job | 15 Minutes

Scenario
Youve loaded account data from a system outside Salesforce directly into Bean records. You now wish to associate these beans with the appropriate existing master beans, and create new master beans for those accounts that do not already exist in Salesforce.

Goals
In this lab you will: Run the Matching job. Analyze the results of the Matching job.

Instructions
1. Run the Matching job. a. Go to the Cloud MDM tab. b. Select Matching from the Jobs list. c. Click Run Now.

2. Verify results. a. Click on the Master Beans tab. b. Locate a master bean for an account that was already in Salesforce and was also in the SAP file Little Chef, for example. c. Click the Bean No to view the details. Note that the Bean does not contain values for any of the custom fields. d. Scroll down to the Beans related list.

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e. You should see more than one bean in this list including at least one Account Bean and at least one SAP Bean:

Notice the different values for some fields on the beans. f. You can click on the Bean No to view the details of each bean.

Lab Review
What have you achieved? Rather than loading data from an external system directly into Salesforce account records, youve loaded data into beans. This prevents the creation of potential duplicate accounts, as well as the possible overwriting of data. By running the Matching job, youve associated the SAP beans with existing master beans. Now consider how the values from the various bean records will be used to populate the master bean. Which values will win?

Module Review / Quiz

Consider the following questions. Your instructor will review the questions after the lab time is complete. 1. When using Cloud MDM, what are the two options for integrating external data into Salesforce? 2. What is the best practice for integration? 3. If loading directly into beans, what is the API name for the object to load to? 4. What does the Matching job do? 30. 31.

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Module 11 Consolidation and Enrichment

Module Objectives
After completing this module, you will be able to: Understand the concept of Consolidation Understand the implications of Consolidation Understand the concept of Enrichment Be able to configure Consolidation priorities Be able to configure Enrichment settings Be able to use Enrichment operators

Lab 11.1 | Configuring Consolidation Priorities | 10 Minutes

Scenario
In this lab, you will go back into the Data source you created in the previous lab and configure the priority fields coming from SAP. This will ensure that the proper data is written to the Master Bean when beans are consolidated.

Goals
In this lab you will: Edit a Data Source. Configure field priorities for Consolidation.

Instructions
1. Edit the SAP Data Source. a) Click Setup -> App Setup -> Develop -> Custom Settings -> Data Sources. b) Click the Edit link for the SAP Data Source. 2. Configure priorities. 32. Enter a priority of 100 for the following fields: Priority Custom Field 1 Priority Custom Field 2 Priority Custom Field 3 Priority Custom Field 4 3. Click Save to save the changes.

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Lab 11.2 | Configuring Enrichment Settings and Enabling Enrichment | 15 Minutes

Scenario
Now that you have consolidated information from various source Beans to the Master Bean, you have your master or golden record. In order to make this data available to Salesforce users, you must push the relevant information back to the Account record.

Goals
In this lab you will: Configure Enrichment settings. Verify that Enrichment is enabled in your org.

Instructions
1. Access Enrichment settings. a) Click Setup -> App Setup -> Develop -> Custom Settings. b) Click the Manage link for Enrichment Settings. 2. Create a new setting for Account. a) Click New. b) Enter Account in the Name field. c) Enter the following values in the following fields: Custom Field 1: Total_Revenue_YTD__C:++ Custom Field 2: Total_Revenue_MTD__c:++ Custom Field 3: Credit_Limit__C:++ Custom Field 4: Days_Sales_Outstanding__c:++ 3. Verify that Enrichment is enabled. a) Click Setup -> App Setup -> Develop -> Custom Settings. b) Click the Manage link for Data Scout Settings. c) Click the Edit link for the Active setting. d) Verify that the Override Account option is selected:

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3. Examine an account record. a. Examine the account record for the Master Bean youve reviewed in the last few labs Little Chef. b. Note that the fields, Annual Revenue YTD, Annual Revenue MTD, Credit Limit and Says Dales Outstanding, do not contain any data.

11.3 Running the Consolidation Job | 10 Minutes

Scenario
In this lab, you will go run the consolidation job.

Goals
In this lab you will: Run the Consolidation job.

Instructions
1. Run the Consolidation job. a. Click the Cloud MDM tab. b. Select Consolidation from the Jobs list. c. Click Run Now.

2. Verify results. a. Navigate the Master Bean details page for the bean you examined in the previous Lab (Little Chef).

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b. Note that Custom Fields 1 4 now contain data (from the SAP bean).

Module Review / Quiz

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Appendix A Installation and Configuration

Module Objectives Lab 12.1 | Adding MDM Components to Account Page Layouts | 15 Minutes
Scenario
You will need to select which page layouts will need Cloud MDM Features, and then you will need to be configure for each.

Goals Instructions
1. Select the page layout you wish to edit. a) Select Setup -> App Setup -> App Setup -> Customize->| Accounts-> Page Layout.

2.

Click Edit a Layout or create a new Page Layout.

3. . Select Fields in the top left hand Salesforce menu. 4. Drag a new Section on to the Edit Page 5. When you drop the New section on to the page the Section Properties dialogue box appears 6. Call this section Data Scout Information in the Section Name field 7. Select a 2-Column Layout using the Layout radio box

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8. Press O 9. Add Cloud MDM Fields to the Cloud MDM Section

a) Drag the following fields from the available fields section in to the Data Scout information Section that you have just created b) Country ISO Code c) Legal Form d) Synchronize

10. The Synchronize field is only relevant for Administrators to see if an Account is already synchronized or to manually change the status Add Cloud MDM Buttons to the Account Page Layout Consolidated View and Find Duplicates button have been made available to the page layout. Drag these into the Custom Buttons section on the Edit Page

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Add Duplicate Accounts Section 1. Drag a new Section on to the Edit Page 2. When the Section properties Dialogue appears, call this section Duplicate Accounts in the Section Name field 3. Select a 1-Column Layout using the Layout radio box 4. Click OK 5. The Duplicate Account section shows duplicate accounts for the currently open record.

Add the Duplicate Accounts Visualforce Component 1. Select the Visualforce Pages option in the top left hand menu 2. Drag the Duplicate Accounts Visualforce Page into the new Duplicate Accounts Section that you have just created 3. When the Visualforce Page Properties dialog box appears change the Height (in pixels) to 240 and tick the Show scrollbars radio box. 4. Click OK Add Cloud MDM Related Lists 1. Select Related lists in the top left hand menu 2. Drag the Master Beans and Beans related list options into the related list section of the Account Page Layout 3. Save the Account Page Layout

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Lab 12.2 | Adding Cloud MDM Components to Lead Page Layouts | 15 Minutes
Scenario
Leads

Goals Instructions
33. Edit your Lead Page Layout. 34. Click Setup | App Setup | App Setup | Customize | Leads | Page Layout 35. Click Edit a Layout or create a new Page Layout 36. Cloud MDM Features will need to be configured in each Page Layout instance in use in your Org

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37. 38. Add New Cloud MDM Section. 39. In the edit screen, Select Fields in the top left hand Salesforce menu 40. Drag a new Section on to the Edit Page 41. When you drop the New section on to the page the Section Properties dialogue box appears 42. Call this section Data Scout Information in the Section Name field 43. Select a 2-Column Layout using the Layout radio box 44. Press OK

45. 46. . Add Cloud MDM Fields to the Page Layout 47. Drag the following fields from the available fields section in to the Data Scout information Section that you have just created. 48. Country ISO Code 49. Legal Form 50. Synchronize (Optional, see below) 51. The Synchronise field is only relevant for Administrators to see if a Lead is already synchronised or to manually change the status

52.

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53. Add Lead Information Fields 54. Drag Account and Contact Cloud MDM fields in to the Lead Information Section

55. 56. Add Cloud MDM Buttons to Layout 57. The Consolidated View button has been made available to the page layout. 58. Find Duplicates already exists in Salesforce but is overridden by the Cloud MDM Version 59. Drag these into the Custom Buttons section on the Edit Page

60. 61. Add a Duplicate Leads Section 1. Drag a new Section on to the Edit Page. 2. When the Section properties Dialogue appears, call this section Duplicate Accounts in the Section Name field 3. Select a 1-Column Layout using the Layout radio box 4. Click OK

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62. 63. Add Duplicate Leads Visualforce Component 1. Select the Visualforce Pages option in the top left hand menu 2. Drag the Duplicate Leads Visualforce Page into the new Duplicate Leads Section that you have just created 3. When the Visualforce Page Properties dialog box appears change the Height (in pixels) to 250 and tick the Show scrollbars radio box 4. Click OK

64. 65. Add Cloud MDM Related Lists 1. Select Related lists in the top left hand menu 2. Drag the Beans related list options into the related list section of the Account Page Layout 3. Save the Leads Page Layout

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66. 67. The Leads Page only requires Beans Related list, Master Beans apply to Accounts only 68. 69. Edit the Lead Layout Buttons

70. Click Setup | AppSetup | App Setup | Customize | Leads | Button and Links Click Edit (all three buttons) Overwrite the Find Duplicates (Lead Scout), Convert (Lead Convert) and New buttons

71.

72. ] Click Setup | AppSetup | App Setup | Customize | Leads | Button and Links Click Edit (all three buttons in turn) Override Find Duplicates with Lead Scout, Convert with Lead Convert and New with Lead Scout 73.

Lab 12.3 | Adding Cloud MDM Components to Contact Page Layouts | 15 Minutes
Scenario
Contacts

Goals Instructions
74. Edit your Contact Page Layout Click Setup | App Setup | App Setup | Customize | Contact | Page Layout

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Click Edit a Layout or create a new Page Layout Cloud MDM Features will need to be configured in each Page Layout instance in use in your Org

1. Add a new Cloud MDM Section 2. In the edit screen, Select Fields in the top left hand Salesforce menu 3. Drag a new Section on to the Edit Page 4. When you drop the New section on to the page the Section Properties dialogue box appears 5. Call this section Cloud MDM Information in the Section Name field 6. Select a 2-Column Layout using the Layout radio box 7. Press OK

75. 76. Add Cloud MDM field to new Section 77. Drag the following fields from the available fields section in to the Data Scout information Section that you have just created Country ISO Code Legal Form Synchronise The Synchronize field is only relevant for Administrators to see if a Contact is already synchronized or to manually change the status

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78. 1. Add Cloud MDM Buttons

2. Select Buttons in the menu in the top left hand Menu 3. Consolidated View and Find Duplicates button have been made available to the page layout. 4. Drag these into the Custom Buttons section on the Edit Page

79. 80. Add Duplicate Contacts Section Drag a new Section on to the Edit Page. When the Section properties Dialogue appears, call this section Duplicate Contacts in the Section Name field. Select a 1-Column Layout using the Layout radio box Click OK

81. 82. Add the Duplicate Contacts Visualforce Component Select the Visualforce Pages option in the top left hand menu

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Drag the Duplicate Contacts Visualforce Page into the new Duplicate Contacts Section that you have just created When the Visualforce Page Properties dialog box appears change the Height (in pixels) to 250 and tick the Show scrollbars radio box. Click OK

83. 84. Drag the Company field into the Contact Information section 1. Drag the Company field in to the Contact Information Section

85. 86. The Company field is a Cloud MDM field 1. Add Data Scout Related Lists

2. Select Related lists in the top left hand menu 3. Drag the Master Beans and Beans related list options into the related list section of the Account Page Layout 4. Save the Account Page Layout

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87. 88.

Lab 9.1 | Adding the Consolidated View button | 10 Minutes

Scenario
Within your Salesforce org, you have account data coming from multiple sources including systems external to Salesforce. You want to be able to view the consolidated information for an account.

Goals
In this lab you will: Add the Consolidated View button to the Account page layout.

Instructions
1. Edit the Account page layout. a. Select Setup -> Customize -> Accounts -> Page Layouts. a) Click the Edit link for the Account Layout page layout:

b. In the Account Layout panel at the top of the page, click on Buttons:

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b) . Drag and drop the Consolidated View button from the panel to the Custom Buttons section of the page layout:

2. Click Save. 3. Verify results. a. Click on the Account page. b. Click on an account ot view the Detail page. c. Verify that you see the Consolidated View button. You will use this button in the next lab!

Lab 5.1 | Add Duplicate Page Components | 15 Minutes

Scenario
Before you begin identifying duplicates, you wish to add the Find Duplicates button, as well as the Duplicate Visual Force page, to your primary page layout..

Goals
In this lab you will: Add the Find Duplicates button to your page layout. Add the Duplicates Visualforce page section to your page layout.

Instructions
1. Review the current page layout. a. Click on an account record to view the record Detail page. b. Note there is no Find Duplicates button. c. Scroll down to the related lists and note that there are no Duplicate sections.

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2. Access your page layout. a. Select Setup -> Customize - > Accounts - > Page Layouts. b. Click the Edit link for the Account Layout page layout. 3. Add the Find Duplicates button. a. In the Page Layout editor, click on Buttons. b. Drag and drop the Find Duplicates button to the page layout:

4. Add the Duplicates section. a. In the Page Layout editor, click on Visualforce Pages. b. Drag and drop the Duplicate Accounts section to the page layout:

5. Click Save to save your changes. 6. Review the new page layout.

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a. Click on an account record to view the record Detail page. b. Verify that the Find Duplicates is on the page. c. Verify that the Duplicates related list (No Duplicates Found) is on the page.

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