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One customer, three objects — Learn it in 5 minutes

About five minutes of reading

Profile, case, and contact answer different questions. Collapsing them makes reporting lie.

The profile answers who. The case answers which issue. The contact answers what happened at 10:41. Store the profile id and the case id as attributes so the CTR, the workspace, and the CRM activity all name them.

Customer Profiles can integrate with Salesforce, ServiceNow, Zendesk, and others. That feed is how the profile stays current. It is not a reason to stop writing the ids onto the contact.

Number on this page: Ids 3. Profile, case, contact

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