Customer 360 SaaS:
Manage Customer Data

Module 1: Informatica Cloud Services Overview

• Informatica Intelligent Cloud Services (IICS) overview
• Terminologies used in IICS
• IICS architecture
• Informatica Cloud runtime environments
• Administrator Service
• Connections
• Lab: Lab: Starting the Environment
• Lab: Installing IICS Secure Agent
• Lab: Creating an SQL Server connection
• Lab: Creating a Business 360 connection
• Lab: Creating a Flat File Connection

Module 2: Customer 360 SaaS Overview

• Challenges with managing customer data
• Cloud Customer 360 overview
• Cloud Customer 360 architecture
• Advantages of Cloud Customer 360
• Key features and benefits
• User Interfaces

Module 3: Business 360 Console and User Roles

• Business 360 Console Overview
• Customer 360 roles
• Business 360 roles
• Lab: Create Users

Module 4: Onboarding Data

• Add new records from Customer 360 UI
• Manage Records
• Ingress overview
• Egress overview
• Onboard out-of-the-box Business Entity data from Oracle
• Import Business Entity data from .csv files / Intelligent File Import
• Lab: Adding Records
• Lab: Add related records
• Lab: Perform filtered search
• Lab: Import data from a Flat File
• Lab: Ingress data from SQL Server
• Lab: Egress data to a Flat File

Module 5: Configuring Data Quality

• Configure Data Quality Rules
• DaaS
• Enrich data
• Uniqueness Criteria
• Cleanse and standardize data
• Lab: Add Data Quality rules
• Lab: De-duplication of multivalued Field groups

Module 6: Configuring Match Rules

• Challenges with duplicate records
• Survivorship for a Business Entity
• Decay rule for source systems
• Configure a Match model
• Declarative match rules
• Lab: Configure Survivorship
• Lab: Create Declarative match rules

Module 7: Defining jobs and Business Events

• Define and run a match and merge job
• Define and run a generate merge tasks job
• Manual Merge
• User-triggered vs. System-generated events
• View Merged records
• Lab: Run a Match and Merge job and execute Business events
• Lab: Configure Custom Workflows
• Lab: Creating a Match Model and Enabling Segment Match
  

Module 8: Performing Match Training

• Describe the benefits of Machine Learning Matching
• Train machine learning model
• Delete a model
• Publish machine learning model
• Lab: Performing Match training
• Lab: Deleting Unpublished Match model

Module 9: Manage Hierarchies

• Create a hierarchy model
• Define Hierarchy instance
• Define a relationship between business entities
• View hierarchies
• Point in Time Hierarchy
• Lab: Creating hierarchies
• Lab: Deleting hierarchies

Module 10: Designing User Interface

• Layout customization
• Smart search customization – component
• Manage Business Application
• Lab: Creating custom page to add record
• Lab: Creating custom page to view and edit records

Module 11: Migrating Assets

• Discuss the need for migrating assets
• Identify supported assets for migration
• Identify dependent objects
• Export assets
• Import assets

Module 12: Modifying Data Model

• Customize business entities
• Add fields
• Disable fields
• Analyze data model
• Lab: Adding and disabling fields
• Lab: Create and configure custom business entities
• Lab: Adding objects to Customer360 application and analyze data model

Module 13: Managing Reports and Dashboard

• Create custom reports
• Add reports to the dashboard
• Edit, update, and delete reports and dashboards
• Lab: Create custom report for all records
• Lab: Create custom report for individual record

Module 14: Manage Privileges for Custom User Roles

• Create custom user role
• Assign prerequisite privileges on IICS level
• Assign privileges to the custom user for business entities and related records
• Lab: Configure privileges for the custom user roles

Module 15: Public REST API

• Describe an overview of Public REST APIs
• Discuss the REST API guidelines
• List and explain the resources supported for C360 SaaS
• Lab: Using Rest APIs to perform tasks and get data
• Lab: Perform Merge and Data Import Tasks using REST APIs