---
schema_version: "1"
id: b68c6a731b4f7fdb001a143d3c3017ed6e4d632c225d1165590bb9470aef3cdb
title: Customer Master Data Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_concept_admin_customer_data_management.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_customer_data_management.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: bf6f7657fa4f51d1aa04ce4f23f3642528d14540a5ca27ccb610ddaebaaa13db
description: 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.
products:
  - Consumer Goods
release: "264"
---
# Customer Master 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled</td></tr></tbody></table>

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

- **[Create Customer Templates](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_customer_template.htm&release=264.0.0&type=5)**  
    Use the dynamic customer templates to create customers and to improve accuracy of modified data.