Customer and Supplier MDM Enhancements
Summary
The following enhancements to Customer Experience Data Cloud (CXDC), Business Partner Data Cloud (BPDC), and Supplier Data Cloud (SDC) functionality have been made as part of the 2025.3 update. These changes are outlined below and described in the Details section that follows:
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A new ‘Inherit Privileges’ property has been added for entity reference types, enabling streamlined privilege management across entity hierarchies.
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MDM SmartSync for Salesforce is now generally available, delivering enterprise-grade master data management capabilities within Salesforce environments.
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The unmerge functionality has been enhanced to enable the restoration of manually created multi-valued references and data containers, allowing users to reverse merge operations.
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The optimized Match and Merge Importer is now generally available, delivering enhanced performance, stability, and traceability for data import operations.
Details
Inherit privileges through entity reference types
A new ‘Inherit Privileges’ property has been added to the 'Reference Type' tab for entity reference types. When 'Inherit Privileges' is set to 'Yes' for an entity reference type configured with a 'Target as Parent, Source as Child' relationship, child entities will automatically inherit privileges from their parent entities.
Previously, customer data access rules varied inconsistently across regions and business units, with exceptions that existing privilege models could not accommodate effectively.
The enhancement provides granular access control that aligns with complex organizational structures. Organizations can now establish broad privilege rules at higher organizational levels while maintaining flexibility to define specific access permissions where needed. This approach supports enhanced workflows and reduces administrative overhead by eliminating the need to manually configure privileges for each individual entity across sprawling business operations.
For more information, refer to the topics Privilege Rules and Entity Reference Types in the System Setup documentation.
MDM SmartSync for Salesforce
MDM SmartSync for Salesforce (formerly Stibo Systems MDM Connector for Salesforce) is now generally available, delivering enterprise-grade master data management capabilities within Salesforce environments. This optional add-on for Salesforce accelerates MDM implementation success by enabling faster, smoother integrations while extending STEP's data integrity and governance controls into Salesforce.
SmartSync addresses critical customer data management challenges by providing bidirectional data synchronization between STEP and Salesforce, eliminating data duplicates through advanced 'Search before Create' functionality, and managing complex data merges with confidence. The solution maintains data quality through steward-controlled workflows that ensure accountability and consistency across enterprise systems.
Built for customer data use cases, SmartSync supports both Sales Cloud and Service Cloud environments and works seamlessly with Salesforce standard objects, including accounts and contacts, as well as custom objects. The solution comprises a native Salesforce managed package coupled with a best practice reference implementation (unmanaged package) that can be customized to meet specific integration requirements and organizational needs.
Organizations benefit from unified, trusted customer data views across their enterprise while leveraging existing Salesforce investments. SmartSync reduces implementation time and complexity by providing pre-built integration patterns and workflows that extend enterprise MDM governance capabilities into Salesforce.
Express your interest in MDM SmartSync for Salesforce by emailing sfdcconnector@stibosystems.com.
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Enhanced Unmerge support for multi-valued references and data containers
The unmerge functionality has been enhanced to support the restoration of manually created multi-valued references and multi-valued data containers that were removed from the surviving record during a merge process.
This applies to data removed from the surviving record during the merging of two golden records or during the merging of a source record.
Restoration occurs only when the reactivation involves the most recent merge from a golden record or the most recent merge from a source record that is being reassigned to a new golden record.
This enhancement allows users to reverse merge operations more comprehensively and preserve data.
For more information, refer to the Match and Merge Clerical Review - Unmerge topic in the Matching, Linking, and Merging documentation.
Optimized Match and Merge Importer
The optimized Match and Merge Importer, which was initially made available to selected customers with the 2025.1 update, is now generally available to all users. This enhanced version delivers significant improvements in performance, stability, and traceability for data import operations.
The optimized importer offers more efficient data handling with improved throughput and import operations that are up to 50 percent faster compared to the previous version. Enhanced stability features ensure more reliable processing by minimizing interruptions and errors during import operations. The improved traceability features enable users to identify potential slowdowns during the import process, facilitating better troubleshooting and optimization strategies.
All customers will automatically receive access to the optimized Match and Merge Importer without requiring any action or upgrade process. The improved version seamlessly replaces the previous version, ensuring that existing import configurations and workflows continue to operate without disruption.
For more information about the Match and Merge Importer, refer to the topic IIEP - Configure Match and Merge Importer Processing Engine in the Data Exchange documentation.