This Merging campaign
enables you to compare the redundant contact details retrieved from different systems
and decide what attribute values define the master records.
Start by defining the campaign metadata.
Procedure
-
Select .
-
Enter a name and a description for the new campaign.
-
Select Merging as the campaign type.
-
Toggle the Define
Sources option to display a field where you can set the first
source name.
-
Use the plus button to add two other fields under sources and
set the sources names. Make sure that the sources names do not contain dots and
that they do not start with dollar signs.
Client data here comes from three different sources:
Salesforce, Marketo and Netsuite.
-
In each of the Trust
Score fields, enter the percentage which defines the weight of
the value coming from the data source.
These scores are used by the application to merge redundant
data and create by-default master records.
When data stewards
access the task list, master records are already defined according to these
scores. However, they can manually set survivorship rules per attributes in
the data records or enter completely new values when resolving the task.
In this example, the contact information which comes
from Salesforce is initially used by the application to form master records
as you gave Salesforce the highest score, while Marketo comes second in the
list.
-
Toggle the Enable task resolution delay
option and set the delay to be used to calculate the due dates.
The due date is calculated by adding the delay you set to
the date and time of loading the tasks in the campaign. If you leave this option
disabled, the Due date column in the task list stays empty
and tasks do not have resolution delay.
Note: The due date in a Merging campaign
is only on master records.
-
Click the Campaign owners field and select from the list one
or more users to grant them access on the current campaign.
This list shows all the users defined in Talend Cloud Management Console and with the role of campaign owner.
