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 email address is straightforward since there's an attribute for exactly that in each of the component systems. Information such as a customer's saved shipping address from B2C Commerce or their associated cases from Service Cloud is a bit more complex, though, as 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 systematically synchronized to other systems.

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