We’ve launched a new interactive demo showcasing how Operational MDM continuously cleanses, unifies, governs and maintains trusted customer data directly inside Salesforce.
The demo follows the complete Operational MDM lifecycle through five core stages:
• Cleanse
• Match
• Merge
• Govern
• Maintain
Using a realistic enterprise customer data scenario, the demonstration highlights how fragmented customer records can be transformed into trusted Golden Records capable of supporting Customer 360, Agentforce and Data 360 initiatives.
The interactive walkthrough showcases:
• Data cleansing and verification
• Intelligent duplicate identification using custom matching rules and fuzzy logic
• Golden Record unification and survivorship processing
• Consolidation of related customer interactions, purchases and loyalty activity
• Data lineage, rollback and auditability capabilities
• AI-assisted stewardship using the Data Steward Agent for Agentforce
• Stewardship workflows and governance rules
• Continuous maintenance of trusted customer data over time
Unlike traditional point-in-time deduplication approaches, Operational MDM continuously governs customer data as it changes across systems, channels and customer interactions.
The result is a trusted operational customer data foundation capable of improving reporting accuracy, operational efficiency, customer insight and AI readiness directly inside Salesforce.
Explore the interactive demo below.
Operational MDM cleanses, unifies and governs customer data directly inside Salesforce to create Golden Records for Customer 360, Agentforce and Data 360. The process follows five core stages: cleanse, match, merge, govern and maintain.
Email validation identifies invalid inboxes to protect sender reputation and reduce failed communications. Address validation corrects postcodes to improve delivery accuracy. Scoring supports quality-driven customer data governance.
Duplicate customer records are identified using custom matching rules and fuzzy logic that reflect data structure and quality. Duplicate relationships are preserved to support governance, auditability, complex integrations, customer hierarchies and relationship management while maintaining an operational customer view.
Golden Record selection and field value population are controlled by configurable survivorship and governance rules. Data Lineage provides a historical view of Golden Record changes, allowing previous values to be restored or merge events rolled back to a specific point in time.
Related purchases, loyalty activity and service interactions are consolidated into the Golden Record to provide accurate metrics and customer understanding.
AI-assisted match scoring provides data stewards with recommendations to accelerate Golden Record decisions. AI recommendations can be applied automatically at scale to reduce stewardship bottlenecks and manual review effort.
Stewardship workflows and governance rules control whether potential duplicates are accepted, rejected or escalated. The Data Steward Agent can automate stewardship decisions at scale to reduce operational bottlenecks. Configurable stewardship rules help prioritise and govern complex customer data scenarios such as low-confidence matches, VIP customers and compliance-sensitive records.
Operational MDM continuously evaluates new customer data updates using cleanse, survivorship and governance rules to maintain Golden Records. Duplicate customer records remain linked to the Golden Record, supporting governance, auditability and operational data relationships. Valid data is promoted to the Golden Record while invalid data is prevented from impacting the Customer 360 view.