Customer 360 SaaS:
Manage Customer Data

Instructor Led | iPaas | MDM | 3 Days | R38

This training is changing from a 3-day to 4-day class starting November 1, 2022

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.


Objectives

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

Prerequisites

  • None
Agenda
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: Getting Started
  • Lab: Install Secure Agent
  • Lab: Create Oracle connection
  • Lab: Create Business 360 connection
Module 2: Introduction to Cloud Customer 360
  • 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: User and User Roles
  • Business 360 Console Overview
  • Customer 360 roles
  • Business 360 roles
Module 4: Data Onboarding
  • Add new records from Customer 360
  • Ingress overview
  • Onboard out-of-the-box Business Entity data from Oracle
  • Import Business Entity data from .csv files
  • Lab: Add Records
  • Lab: Add related records
  • Lab: Perform filtered search
  • Lab: Import from CSV
  • Lab: Import from Oracle (Ingress job)
Module 5: Configuring Data Quality
  • DaaS
  • Enrich data
  • Cleanse and standardize data
  • Lab: Configure a Basic rule
  • Lab: Configure an Advanced rule
Module 6: Configuring Match
  • 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 (Automated and Manual)
Module 7: Define 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

Module 8: Perform Match Training
  • Describe the benefits of Machine Learning Matching
  • Train machine learning model
  • Delete a model
  • Publish machine learning model
  • Lab: Perform match model
  • Lab: Delete match model
Module 9: Manage Hierarchies
  • Create a hierarchy model
  • Define a relationship between business entities
  • View hierarchies
  • Lab: Create hierarchies
  • Lab: Delete hierarchies
Module 10: Customize the Layout
  • Layout customization
  • Smart search customization
  • Lab: Customize page to add a record
  • Lab: Customize page to view and edit records
  • Lab: Assign page to role
Module 11: Migrate Assets
  • Discuss the need for migrating assets
  • Identify supported assets for migration
  • Identify dependent objects
  • Export assets
  • Import assets
Module 12: Modify Data Model
  • Customize business entities
  • Add fields
  • Disable fields
  • Create and configure custom business entities
  • Analyze data model
  • Lab: Add and disable fields
  • Lab: Create and configure custom business entities
  • Lab: Add objects to customer360 and analyze data model
Module 13: Manage 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: Create, Update, and Search Records Using REST APIs
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