Customer 360 SaaS:
Manage Customer Data

Instructor Led | IDMC Master Data Management | 4 Days | R41

Course Overview

Explore the skills required to configure Customer 360 through the IICS platform. This course covers customizing the data model, configuring cleanse functions, and business events. Use Customer 360 to onboard customers, manage tasks, import customer data, validate, cleanse and enrich data, manage hierarchies, and resolve duplicates.
Applicable for Release 41.


After successfully completing this course, students should be able to:

  • Onboard data
  • Perform file imports
  • Perform data quality
  • Perform searches
  • Manage Hierarchies
  • Consolidate duplicate data
  • Create match model and perform match training
  • Perform tasks using REST APIs
  • Configure and customize page layouts
  • Customize out of the box business entities
  • Define data model using Custom Business entities
  • Manage reports and dashboards
  • Configure privileges for custom user roles

Target Audience

  • Developer


  • None
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

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