Loading
Set Up and Maintain Retail Execution
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Customer Data Management

          Customer Data Management

          Use the Customer module to centrally create and monitor customer data, such as address, communication channels, contact partners, store opening hours, and point of sale, and avoid redundancy. For example, update all address data records of a customer by updating the address only one time in the Customer module. Or, add customer-specific conditions to a customer by using condition templates. Use store classification attributes and customers' trade org hierarchy for business processes such as strategic visit planning.

          Required Editions

          Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled

          Customer data is fetched from legacy systems and include:

          • Generic customer information, such as address, customer type, and customer category
          • Customer hierarchy or trade organization hierarchy
          • Customer roles and relationships that control various business processes

          The customer types are:

          • Trade organizations
          • Stores
          • Wholesalers
          • Prospect clients

          The customer categories are:

          • Sold-to
          • Ship-to
          • Pay-to
          • Bill-to

          Use the Consumer Goods Cloud app to:

          • Edit contact partner, opening times, and geo coordinates
          • Maintain attachments
          • Create customers or prospect clients
           
          Loading
          Salesforce Help | Article