You can now easily customize your existing data using Data Management.

Attributes and events are often defined with technical names making it difficult for CSM to understand their meaning. Admins can now rename and adjust them in Data Management.

Click on Administration > Data Management to access data available. 

Manage Attributes and Events

Rename

Rename your data so it will appear as you named it for your team in Salesmachine. The "dev name" won't appear anymore. 

Explain

Events and attributes can be messy and difficult to understand. When necessary, add a small definition to your data so your team will quickly understand what they have to do and which data they can rely on. 

Access

Data can be tricky and sometimes need to be edited. Data Management enable you to set the data as editable or not from your team.

Type

You want your attributes to be displayed in a different format? Attributes type will help you to change a data into a text format, number, pick list, or boolean. Make sure to synchronize your modifications with your tech team so they will be pushed with the good format 

Delete

Prevent drowning and remove data that won't be pushed anymore. If some deleted attributes/ events are pushed again in Salesmachine, they will be back in Data Management.

Did this answer your question?