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Oracle CX Sales and B2B Service: Customer Data Management (CDM) Best Practices (Doc ID 2628068.1)

Last updated on MARCH 12, 2021

Applies to:

Oracle Fusion Sales Cloud Service - Version and later
Oracle Fusion Engagement Cloud Service - Version and later
Information in this document applies to any platform.


The purpose of this document is to provide best practice tips to help project sponsors, project managers and technical leads to successfully plan and perform data migration, duplicate identification and duplicate resolution tasks – from collecting requirements to cutting over to production. It covers key points for onboarding the data and starting to establish the master records.


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