Manage Customer Data Hub Note Type Mapping Setup Task Guidance
Purpose
Provides task-specific setup planning, routing, export, import, and validation guidance for Manage Customer Data Hub Note Type Mapping under Customer Hub.
Setup Task Skill Contract
- task_code:
ZCH_MANAGE_DUPLICATE_RESOLUTION_REQUEST_NOTE_TYPE_MAPPING - task_name:
Manage Customer Data Hub Note Type Mapping - parent_skill_id:
cx.customer-data-management.customer-hub - pillar:
CX - offering:
Customer Data Management - functional_area:
Customer Hub - functional_area_code:
ZCH_CUST_HUB_OPT - available_flag:
Y - export_import_supported_flag:
Y - csv_export_import_supported_flag:
Y - dataloader_import_mode:
FSM - businessObject: ``
- source_catalog:
knowledge/setup-task-catalog/effective/setupTasksAll.json
Usage
Use this skill when planning, sequencing, exporting, importing, or validating setup data for Manage Customer Data Hub Note Type Mapping under Customer Hub.
REST Operations
Use read-only GET /crmRestApi/resources/11.13.18.05/noteTypes with the documented NoteTypeFinder and exact BindSourceObjectCode when resolving effective note-type mappings. Current live describe exposes only GET and marks SourceObjectCode, MappedLookupCode, and Meaning non-updatable. Do not route mapping POST, PATCH, or DELETE through Apps Common or the shared REST client. Use FSM only for an explicit supported task export or import.
Read ora-resource/ora_rule_registry.json and its source files before planning a REST read.
Setup Task Metadata
- Task name:
Manage Customer Data Hub Note Type Mapping - Task code:
ZCH_MANAGE_DUPLICATE_RESOLUTION_REQUEST_NOTE_TYPE_MAPPING - Available:
Y - Export/import supported:
Y - CSV export/import supported:
Y - CSV export/import routing:
supported - Data Loader import mode:
FSM - Business Object: ``
CSV Export, Import, and Validation Workflow
CSVExportImportSupportedFlag is Y for this task, so route task setup data work through the relevant skills:
- Export setup task data with
shared.setup-export.task-level-export. - Validate setup task data with
shared.validation.setup-data-validator. - Validate reference data with
shared.validation.reference-data-validator. - Import setup task data with
core.data-loader.
Use this task metadata when invoking those skills:
- Offering:
Customer Data Management - Functional area / Setup Object:
Customer Hub - Setup task name:
Manage Customer Data Hub Note Type Mapping - Setup task code:
ZCH_MANAGE_DUPLICATE_RESOLUTION_REQUEST_NOTE_TYPE_MAPPING
Inputs
implementation_objectiveproject_contextsetup_task_scopesetup_data_artifacts
Outputs
setup_task_plansetup_data_routingvalidation_checkpointsskill_run_recordtoken_usage_record
Implementation Notes
Use the parent functional-area skill cx.customer-data-management.customer-hub for functional-area sequencing and scope decisions. Track token usage for any generated project artifact or skill-run record using the manifest policy.


