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Customer 360 SaaS
for Business Users

onDemand | IDMC Master Data Management | Self-Paced | November 2025 Release

Course Overview

Use key functions and tools in MDM C360 SaaS and learn how to streamline the customer onboarding process, centralize the data about customers in a master database and view the relationships between customers, parent companies, and related organizations.
This course is applicable for November 2025 Release.

Objectives

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

  • Onboard Data into the Customer 360 SaaS Platform
  • Perform File Imports by Mapping and Loading Data Files into Customer 360 effectively
  • Conduct Searches to retrieve relevant Records using appropriate Search Criteria and Filters
  • Manage Hierarchies by Creating, Editing, and Organizing organizational Structures to reflect Reporting Relationships
  • Consolidate duplicate Data by Identifying and Merging Records to maintain Data Quality and Integrity
  • Manage Reports and Dashboards by Creating, Customizing, and Interpreting Data Visualizations to support Business Decisions

Target Audience

  • Business User
  • Data Analyst
  • Data Steward

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 Interface
Module 2: Business 360 Console and User Roles
  • Business 360 Console Overview
  • Customer 360 Users and User Roles
  • Business 360 Users and User Roles
Module 3: Manage Records
  • Add new Records from Customer 360
  • Manage Records and Perform Search
  • Edit Records
  • Import Business Entity Data from .csv Files
  • Lab: Add Records
  • Lab: Import Data from a Flat File
  • Lab: Add Related Records
  • Lab: Delete and Restore Records
  • Lab: Perform Filtered Search
  • Lab: Edit Multiple Records sequentially
  • Lab: Edit Multiple Records in Bulk
  • Lab: View Record Details
 
Module 4: Manual Merge and Unmerge using Business Events
  • Merge Master Records manually
  • Unmerge Source Records manually
  • Lab: Perform Manual Merge and Unmerge using Workflows
  • Lab: Override Values of a Master Record
Module 5: Manage Hierarchies
  • Hierarchy Overview
  • Create, View, Edit and Delete Hierarchies
  • Lab: Create Hierarchies
  • Lab: Delete Hierarchies
Module 6: Manage Reports and Dashboard
  • Introduction to Predefined and Custom reports
  • Create Custom Reports
  • Add Reports to the Dashboard
  • Create, Edit, update, and delete Reports and Dashboards
  • Lab: Create a custom Report for all Records
  • Lab: Create custom Reports for individual Records
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