---
schema_version: "1"
id: 6c472b522a32e078d686edcfbaa44a3586b8335cb65e219cf1862d3f2010558d
title: Customer 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_user_customerdata_management.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_concept_user_customerdata_management.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4d902632b91d2c42f3862065efee0c1d6369dbbac013ad908b12a90088fcdabb
description: Customer management refers to applying various techniques and methods to establish long-term relationships with key consumers based on data about their preferences, behaviors, and purchases. 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 Data Management

Customer management refers to applying various techniques and methods to establish long-term relationships with key consumers based on data about their preferences, behaviors, and purchases. 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

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_user-264-0-0-production-enus/c29c1565-468d-4bd8-b719-36effa83e44b/images/icon_note.png)

Note Customer management refers to applying various techniques and methods to establish long-term relationships with key consumers based on data about their preferences, behaviors, and purchases.

- **[Create Accounts](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_customer.htm&release=264.0.0&type=5)**  
    After importing account data from an Enterprise Resource Planning (ERP) system, create additional accounts.
- **[Group Your Customers with Customer Segmentation](https://help.salesforce.com/s/articleView?id=ind.cg_concept_user_customer_segmentation.htm&release=264.0.0&type=5)**  
    Customer segmentation is the grouping of customers into target groups or customer sets for specific business processes, such as promotions, activities, or penny perfect pricing.