Cloud Customer 360

onDemand eLearning | Cloud | Self-Paced

Course Overview

This onDemand eLearning (no lab environment available) is intended for Salesforce administrators and consultants who wish to install and configure Cloud Customer, as well as understand and optimize the application. This online course will engage students through video lectures and demonstrations. All referenced labs are no longer supported. The course assumes familiarity with Salesforce administration and configuration.

Target Audience

  • All

Prerequisites

  • None
Agenda
Module 01: Overview
  • List and define Cloud MDM's capabilities
  • Understand and identify the main Cloud MDM Business use cases
  • Understand Cloud MDM's architecture
  • Define basic Cloud MDM terminology
Module 02: Installation and Custom Settings
  • Setup a Cloud MDM profile that provides access to product features
Module 03: Adding Page Components
  • Add Cloud MDM components to the following Salesforce page layouts
  • Accounts, Contacts, Leads
Module 04: Synchronization
  • Understand how data is maintained in the Cloud Customer 360 staging area
  • Configure synchronization settings
  • Migrate existing data to the staging area
  • Review resulting Master Bean and Bean records
Module 05: Data Cleansing / Normalization
  • Understand the data cleansing process for the following fields:
    • Legal Form, Country, and Domain.
  • Be able to configure the data cleansing process for these fields
  • Be able to enable point-of-entry cleaning for these fields
Module 06: Fuzzy Matching and Segments
  • Understand the Fuzzy Matching process
  • Understand how segments are used to match records
  • Configure segment settings
  • Understand the Batch Acceleration Level
  • Set the Batch Acceleration Level for Cloud MDM jobs
  • Employ best practices when analyzing your data
Module 07: Configuring Fuzzy Matching Settings
  • Understand the concept of Fuzzy Matching
  • Be able to compare records using Fuzzy Matching
  • Review matching results and adjust Matching settings accordingly
  • Understand the concept of Weighting
  • Understand how to configure Weighting
Module 08: De-duplication
  • Run the Duplicate Check jobs and review results
  • Understand how duplicates are stored
  • Configure and enable point-of-entry duplicate prevention
Module 09: Analyzing and Merging Duplicates
  • Create detailed duplicate reports
  • Understand best practices for analyzing duplicates, including:
  • Marking a record as no duplicate
  • Using the Toggle Master function
  • Using the standard Salesforce side-by-side record comparison
  • Properly use the Auto Merge functions
Module 10: Working with Leads
  • Configure and use Cloud MDM point-of-entry duplicate prevention for leads
  • Configure and use Cloud MDM's enhanced lead conversion process
  • Understand the underlying bean architecture for leads
Module 11: External Data Source and Matching
  • Define a new Cloud MDM Data Source and configure Consolidation priorities
  • Understand how to use a data integration toll to load external data directly into beans
  • Understand the concept of Matching
  • Run the Matching job to associate Beans with Master Beans
Module 12: Data Consolidation and Enrichment
  • Use the Consolidated View for an account
  • Understand the concept of Enrichment
  • Be able to configure Enrichment settings
  • Be able to use Enrichment operators
Module 13: Data Conversion
  • Understand how to convert a Master Bean to an Account
  • Understand how to use the Data Conversion job.
  • Understand how to convert a bean to a Lead or Contact
Module 14: Multi-Dimensional Hierarchies Part I (Overview and Configuration)
  • Understand how to use hierarchies to create a global view of an organization and its subsidiaries
  • Configure Cloud Customer 360 to support hierarchies
  • View and navigate hierarchies
Module 15: Multi-Dimensional Hierarchies Part II (Creating and Editing Hierarchies)
  • Create and edit hierarchies, including:
    • Adding nodes
    • Moving nodes
    • Removing nodes
  • Create multi-dimensional hierarchies, including:
    • Creating a new hierarchy type
    • Changing the hierarchy type
    • Cloning a node
Module 16: Multi-Dimensional Hierarchies Part III (Underlying Beans)
  • Understand the underlying bean architecture for multi-dimensional hierarchies
  • Know how to build reports that include hierarchy information
  • Understand how to import/export hierarchy information using a data integration tool
Module 17: Course Summary
  • Review resources available to you once you complete this training and begin working in Cloud MDM


Enroll Now

Back to Course Overview

Power User Axon for Community Users (Instructor Led or onDemand) Axon Content Curation (Instructor Led) Axon for Power Users (Instructor Led) Axon Data Governance (Professional Certification) Axon Data Governance (Professional Certification) Axon Data Governance (Professional Certification) Some more content to make this bigger asdf asdf asdf

Informatica offers programs to extend learning in convenient and economic packages. Programs include self-paced subscriptions as well as bundled instructor led training and certifications. Each program is curated around a specific skillset to enable customer success.

365University Data Governance Annual Subscription

Informatica MasterPass Education Subscription

Informatica Learning Library

Data Governance & Privacy Journey Master

View Full Course Offerings