Contents

Title and Copyright Information

Preface

1 Introduction

2 Overview of Customer Data Management

3 Perform Initial Setup Tasks

4 Define Implementation Users

5 Define Security

6 Define User Assistance

7 Define Geographies

8 Set Up Currencies

9 Define Common Components

10 Define Source Systems

11 Define Party Usages

12 Define Names

13 Define Identifiers

14 Define Relationships

15 Define Classifications

16 Define Data Formats

17 Define Contact Points

18 Define File-Based Data Import

19 Define Data Import

20 Define Resource Information

21 Define Resource Role Information

22 Define Resource Organization Information

23 Define Resource Team Information

24 Manage Bulk Data Export

25 Enrich Sales Cloud Data

26 Define Data Quality

27 Define Customer Hub Configuration

28 Define Extensions for Customer Data Management

Glossary