You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Temporarily preventing imported CDM accounts from being visible in Sales

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


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.


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

Howdy, Stranger!

Log In

To view full details, sign in.


Don't have an account? Click here to get started!