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Product 360 SaaS

for Business Users

OnDemand | IDMC Master Data Management | Self-Paced | February 2025 Release

Course Overview

Maximize your proficiency with key functions and tools in MDM Product 360 SaaS.
This course covers product onboarding including creating, viewing, and editing items as well as categories, and teaches you to centralize item and category data in a master database. Additionally, you will explore the relationships between items and their categories.
This course is applicable to February 2025 Release.

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: Onboarding Data
  • Managing Records
  • Adding new Records to the Product 360 Application
  • Finding Records in the Product 360 Application
  • Filtered Search
  • Importing CSV Files
  • Lab: Adding Records
  • Lab: Importing Data from a CSV File
  • Lab: Finding Records
  • Lab: Performing Filtered Search
Module 4: Manual Merging/Unmerging and Overriding Survivorship
  • Business Events: User-triggered vs. System-generated Events
  • Merging Master Records
  • Approving Workflows
  • Unmerging Records
  • Survivorship
  • Lab: Performing Manual Merge and Unmerge using Workflows
  • Lab: Overriding Values of a Master Record
Module 5: Managing Hierarchies
  • Creating a Hierarchy Model
  • Defining a Relationship between Business Entities
  • Deleting a Record from a Hierarchy
  • Deleting a Hierarchy
  • Lab: Creating Hierarchies
  • Lab: Managing and Deleting Hierarchies
Module 6: Managing Reports and Dashboard
  • Reports Overview
  • Creating Custom Reports
  • Adding Reports to the Dashboard
  • Editing, Updating, and Deleting Reports and Dashboards
  • Lab: Creating Reports for all Records
  • Lab: Creating Reports for Individual Records
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