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Product 360 SaaS

for Business Users

Instructor Led | IDMC Master Data Management | 1 Day | Release 41

Course Overview

Explore the skills required to use key functions and tools in MDM Product 360 SaaS. The course covers product onboarding by creating, viewing, and editing your item and category. Additionally, you will also learn how to centralize the data about Items and Categories in a master database as well as how to view the relationships between items and their categories.
This course applicable to Release 41.

Objectives

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

  • Onboard data
  • Perform file imports
  • Perform searches
  • Consolidate duplicate data
  • Perform unmerge
  • Configure hierarchies to organize product categories
  • Create reports and dashboards for items and categories

Target Audience

  • Business Users

Prerequisites

  • None
Agenda
Module 1: Product 360 SaaS Overview
  • Informatica Intelligent Cloud Services (IICS)
  • SaaS- Software as A Service
  • Business 360 Console
  • Challenges of managing product data
  • Mastering Product Data
  • Product 360 SaaS benefits
  • Key concepts
  • Product 360 Home Page
Module 2: Business 360 Console and User Roles
  • Business 360 Console
  • Business Entities
  • User and User Roles
  • Product 360 roles
  • Business 360 roles
  • Lab: Creating Product 360 Users
Module 3: Onboard Data
  • Manage Record
  • Add new records to the Product 360 application
  • Finding records in Product 360 application
  • Filtered Search
  • Import CSV files
  • Lab: Adding Records
  • Lab: Importing Data from a CSV file
  • Lab: Performing Filtered Search
Module 4: Manual Merge/Unmerge and Override Survivorship
  • Business Events: User-triggered vs. System-generated events
  • Merge master records
  • Approving workflows
  • Unmerge records
  • Survivorship
  • Lab: Perform Manual Merge and Unmerge using Workflows
  • Lab: Overriding Values of a Master Record
Module 5: Manage Hierarchies
  • Create a hierarchy model
  • Define a relationship between business entities
  • Delete a record from a hierarchy
  • Delete a hierarchy
  • Lab: Creating Hierarchies
  • Lab: Managing and Deleting Hierarchies
Module 6: Manage Reports and Dashboard
  • Reports overview
  • Create custom reports
  • Add reports to the dashboard
  • Edit, update, and delete reports and dashboards
  • Lab: Creating Reports for all Records
  • Lab: Creating Reports for Individual Records
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