MB2-712 - Configure CRM - Data Management and Auditing

This is the on going post in a series I wanted to create for the MB2-712 certification, while preparing for the same.

Data Management:

This section has many things including duplicate detection rules, import data etc..

• Duplicate detect rules allows you to define rules that are run as records are created. this helps prevent duplicates before it's inserted into database

• Duplicate detection jobs allows to setup and use the rules to review the current data to identity duplicates in existing database

• Sample data is an another option which useful for testing and while demo CRM solution to potential customers. you can enable/disable this as and when needed

• Another noted feature of CRM is the ability to import data from another systems. This also let you see the status of the current import or audit the past import information

• The Data map option allow you to create a map to make import easier or you can create a blank template to make this process easier

Auditing:

This can be defines at System/global Level or entity level or field level.

At a system level, you can enable auditing and define which areas to audit. This includes, keeping track of user login/logout!!!

One it's enabled, you can define on which entities and within entities, if not complete entity, which fields you want to be audited.

The Audit settings allows to see and manage the audit logs.

Questions/comments/suggestions? please put it in comments below post for further discussion!!!

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