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3 weeks ago - last edited 3 weeks ago
Hello CSM Implementers and Architects,
We’re kicking off something exciting—putting together a set of reference architectures for Customer Service Management!
To get started, we’re sharing our first artifact: the Customer Data Model diagram for B2B, which represents the Customer Foundation domain within the broader CSM landscape (spanning Customer, Product, Organization, and Customer Service domains).
Curious to hear your thoughts:
1. What stands out, and
2. Where do you think we can refine or go deeper?
3. Is this helpful?
Note: This is an early version shared specifically to gather your feedback and insights.
Curious to hear your thoughts—what stands out, and where do you think we can refine or go deeper?
Looking forward to your feedback!
Regards,
Sharath Lagisetty
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3 weeks ago
Hi @Sharath Chandra ,
Thanks for sharing these insights. For someone new to the CSM module, the diagram and terminology—such as Related Party, Callback, Sold Product Related Party, Case Line, Install Base Related Party, and their associated tables—can feel a bit complex. Breaking it down into smaller sections and providing a brief overview of each would make it easier to understand. Otherwise, the content is really good.
Please mark this as helpful if you find my feedback valuable, and consider making the content more specific for better clarity.
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2 weeks ago
Sure. Will consider the feedback.
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3 weeks ago
Hi!
Thank you for working on this material, it looks very promising, looking forward to seeing more like this! A potential refinement could be defining which entities are shipped with OOTB and for which additional plugins are needed (case lines as an example).
Best regards
Tanja
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2 weeks ago
Sure Tanja. Appreciate the feedback.
