Mastering customer data

In the first four chapters of this book, we covered the capabilities, data model, and constraints of each of the major components of a Salesforce B2C solution architecture. This information is relevant when designing solutions that require additional customer data beyond the native attributes available in the component systems.

Synchronizing a customer’s first name or their email address is straightforward. There’s an attribute for exactly that in each of the component systems. Information like a customer’s saved shipping address from B2C Commerce or their associated cases from Service Cloud are a bit more complex; they may not be needed in other systems depending on the business needs.

Finally, information that is introduced to meet the unique needs of a given customer must be stored and either exposed or synchronized to other systems in a systematic way.

This process of mastering customer data involves three primary stages: evaluating...