clearMDM Demo Hub

Interactive product demos

 

Featured Demos

Interactive demonstrations showcasing data cleansing, Golden Record unification and Operational MDM inside Salesforce — creating the trusted customer data foundation required for Customer 360, Agentforce and Data Cloud initiatives.

Retail Customer 360 with Operational MDM

Explore how clearMDM Operational MDM creates trusted Golden Records directly inside Salesforce using global data cleansing and verification powered by Melissa Data. See how retail organisations unify customer data to support Customer 360, accurate CLV and AI-ready customer data.

Getting Started

Interactive, individual demos helping with the initial setup of the clearMDM Configuration, providing step-by-step instructions on how to setup Matching Settings, Merge Rules, and also Schedule Batch Jobs. An overview of the MDM Configuration Status page is also provided.

clearMDM - MDM Configuration Status

The Configuration Status Tab provides a centralised view of your MDM configuration, offering an overview and highlighting inactive rules and validation errors for easier troubleshooting and management. The following Training Article provides further information.

clearMDM - Configure Matching Settings

Step 1 – Record matching identifies duplicate records based upon your configured Matching Rules. clearMDM provides advanced matching logic for Salesforce data. The following Training Article provides further information.

clearMDM - Configure Merge Rules

Step 2 – Merge Rules determine the Golden Record and Field Level survivorship rules. They are configured within the MDM Settings. The following Training Article provides further information.

clearMDM - Schedule Batch Jobs

Step 3 – Schedule MDM Batch jobs to run when required, including an option to select ‘Now’ which is particularly useful for testing purposes. The following Training Article provides further information.

Key Features

Interactive, individual demo’s providing an overview of some of the Key Features within clearMDM. Find out about AI Match Scoring, how to Rollback Merges, create Data Stewarding Conditions and how to use Merge Rulesets to create the Golden Record.

AI Match Scoring

Humans + Agents = Better Data, Faster. The clearMDM Data Steward Agent for Agentforce works alongside human Data Stewards to reduce bottlenecks and deliver quality master data at scale. The following Training Article provides further information.

Merge Rollback

Rollback or restore field values to any point-in-time on the Merge Timeline, providing Data Stewards the ability to roll back merges when needed. The following Blog Post provides further information.

Data Stewardship Rules

Data Stewardship Rules enables duplicate record group-level conditions to be evaluated, in addition to match confidence and record-level conditions, and a reject, accept or data stewardship decision applied. The following Blog Post provides further information.

Data Quality Rulesets

Management operations can directly reference data quality rulesets to dynamically calculate a quality score in real-time. This eliminates the need for custom quality score fields and resolves the challenges tied to recalculations. The following Blog Post provides further information.