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Customer 360 SaaS 

for Business Users

Instructor Led | IDMC Master Data Mangement | 1 Day | Release 42

Course Overview

Use key functions and tools in MDM C360 SaaS and learn how to streamline the customer onboarding and qualification process, centralize the data about customers in a master database and view the relationships between customers, parent companies, subsidiaries, and related organizations.
This course is applicable for Release 42.

Objectives

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

  • Onboard data
  • Perform file imports
  • Perform searches
  • Define Business Events
  • Manage Hierarchies
  • Consolidate duplicate data
  • Manage reports and dashboard

Target Audience

  • Business User
  • Data Analyst
  • Data Stewards

Prerequisites

  • None
Agenda
Module 1: 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 2: Business 360 Console and User Roles
  • Business 360 Console Overview
  • Customer 360 roles
  • Business 360 roles
  • Lab: Create Customer360 Users
Module 3: Onboarding Data
  • Add new records from Customer 360
  • Manage Records
  • Import Business Entity data from .csv files
  • Performing data quality checks
  • Lab: Add Records
  • Lab: Import data from a Flat File
  • Lab: Add Related Records
  • Lab: Perform filtered search

 
Module 4: Manual Merge and Unmerge using Business Events
  • Merge master records
  • Unmerge source records
  • User triggered vs. System-generated events
  • Create and review workflow tasks
  • Lab: Perform Manual Merge and Unmerge Using Workflows
Module 5: Manage Hierarchies
  • Create a hierarchy model
  • Define a relationship between business entities
  • Viewing hierarchies
  • Explore relationship graph
  • Lab: Create hierarchies
  • Lab: Delete hierarchies
Module 6: 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
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