In this video Bhimnath Mantha, a Cloud Product Specialist, demonstrates how to query for an account in DnB and if a record is found then bring it over and sync it with MDM.
Highlights:
- Import Record from DnB into SFDC
- Synchronize record from SFDC to MDM
- Update record in MDM and changes are automatically synchronized to SFDC.
- Import record from MDM into SFDC
- Update record in Salesforce and changes are synchronized to MDM.
- Duplicate check feature
- Process explicitly checks if an account already exists and does an insert/update based on that.
Slide deck is attached to help understand more on the use case
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