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Temporarily preventing imported CDM accounts from being visible in Sales

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edited Jun 4, 2020 12:43AM in Sales 2 comments

Summary

We have a requirement to import source system billing accounts with an expectation that they will be merged into their applicable master CDM account. We do not want these accounts visible in Sales.

Content

We have recently begun an initiative to implement customer master data management utilizing and leveraging the capabilities within CDM and baselining out masters with the existing accounts created as part of our Sales (CRM) implementation.  We have numerous downstream applications with customer accounts that we intend to import, dedup and merge with the existing CDM accounts with a goal of these downstream accounts being cross referenced to our masters via source system references.  We want to initially prevent these accounts from being visible in Sales while we give our data stewardship team time to execute DQ, duplicate identification, resolution and

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