Overview of Profile Options Setup

Profile options are a set of preferences that you can use to centrally manage the user interface settings, data access and processing, and application action.

Customer data management profile options let you view or change the address cleansing configuration, matching configuration, duplicate resolution request options, and various thresholds such as auto link, auto merge, and batch sizes. You can set these profile option values only at the site level.

Note that you don't have to change the default values of any profile options to use Customer Data Management for the basic implementation case study described in this guide. However, you should be familiar with them to make sure that the correct configurations, actions, and thresholds are selected for your business requirements.

Here's a table that lists the setup tasks that you can use to configure these profile options to your business requirements:

Step	Description	Task Name	Where to Get More Details
Configure the customer hub profile options	Configure the customer hub profile options to calibrate address cleansing configuration, matching configuration, duplicate resolution request options, and various thresholds such as auto link, auto merge, and batch sizes per your business requirements	Manage Customer Hub Profile Options	See the topic: Manage Customer Hub Profile Options
Setup Duplicate Resolution Simplified Profile Options	Setup duplicate resolution simplified profile options to: Fine-tune the performance and control the flow and level of automation of your duplicate resolution processes Control the processing logic that governs the final outcome of a merge request	Manage Customer Data Management Options	See the topic: How You Setup Duplicate Resolution Simplified Profile Options