Customer 360 SaaS: Manage Customer Data

Training Overview

Explore the skills required to configure Customer 360 through the IICS platform. This training covers customizing the data model, configuring cleanse functions, & business events. Use Customer 360 to onboard customers, manage tasks, import customer data, validate, cleanse & enrich data, manage hierarchies, & resolve duplicates. Applicable for Release 40.

Audience Profile

Developer

Learning Objectives

After successfully completing this training, professionals should be able to:

  • Onboard data
  • Perform file imports
  • Perform data quality
  • Perform searches
  • Manage Hierarchies
  • Consolidate duplicate data
  • Create a matching model & perform match training
  • Perform tasks using REST APIs
  • Configure & customize page layouts
  • Customize out-of-the-box business entities
  • Define data model using Custom Business entities
  • Manage reports & dashboards
  • Configure privileges for custom user roles

Content Outline

  • Informatica Intelligent Cloud Services (IICS) overview
  • Terminologies used in IICS
  • IICS architecture
  • Informatica Cloud runtime environments
  • Administrator Service
  • Connections

Lab: 

· Getting Started

· Installing IICS Secure Agent

· Creating an SQL Server connection

· Creating a Business 360 connection

· Creating a Flat File Connection

  • Challenges with managing customer data
  • Cloud Customer 360 overview
  • Cloud Customer 360 architecture
  • Advantages of Cloud Customer 360
  • Key features & benefits
  • User Interfaces
  • Business 360 Console Overview
  • Customer 360 roles
  • Business 360 roles

Lab:

· Creating Customer 360 Users

  • Add new records from Customer 360 UI
  • Manage Records
  • Ingress overview
  • Egress overview
  • Onboard out-of-the-box Business Entity data from Oracle
  • Import Business Entity data from .csv files / Intelligent File Import

Lab:

· Adding Records

· Add related records

· Perform filtered search

· Import data from a flat file

· Ingress data from SQL Server

· Egress data to a flat file

  • Configure Data Quality Rules
  • DaaS
  • Enrich data
  • Uniqueness Criteria
  • Cleanse & standardize data

Lab:

· Add data quality rules

· De-duplication of multivalued field groups

  • Challenges with duplicate records
  • Survivorship for a Business Entity
  • Decay rule for source systems
  • Configure a Match model
  • Declarative match rules

Lab: 

· Configure Survivorship

· Create Declarative match rules (Automated & Manual)

  • Define & run a match & merge job
  • Define & run a generate merge tasks job
  • Manual Merge
  • User-triggered vs. System-generated events
  • View Merged records

Lab:

· Run a Match & Merge job

  • Describe the benefits of Machine Learning Matching
  • Train machine learning model
  • Delete a model
  • Publish machine learning model

LAB:

· Performing match training

· Deleting unpublished match model

· Creating a matching model from scratch

  • Create a hierarchy model
  • Define Hierarchy instance
  • Define a relationship between business entities
  • View hierarchies
  • Point in Time Hierarchy

Lab:

· Creating hierarchies

· Deleting hierarchies

  • Layout customization
  • Smart search customization – component
  • Manage Business Application

Lab: 

· Creating a custom page to add a record

· Creating a custom page to view & edit records

  • Discuss the need for migrating assets
  • Identify supported assets for migration
  • Identify dependent objects
  • Export assets
  • Import assets
  • Customize business entities
  • Add fields
  • Disable fields
  • Analyze data model

Lab: 

· Adding & disabling fields

· Create & configure custom business entities

· Adding objects to Customer360 application & analyze data model

  • Create custom reports
  • Add reports to the dashboard
  • Edit, update, & delete reports & dashboards

Lab:

· Create a custom report for all records

· Create a custom report for individual record

  • Create a custom user role
  • Assign prerequisite privileges on the IICS level
  • Assign privileges to the custom user for business entities & related records

Lab: 

· Configure privileges for the custom user roles

  • Describe an overview of Public REST APIs
  • Discuss the REST API guidelines
  • List & explain the resources supported for C360 SaaS

Lab: 

· Using Rest APIs to perform tasks & get data

  • Assets & Features of salesforce accelerator
  • Installation process flow to deploy salesforce extension
  • Use Cases

Lab:

· Process data in batches

· process data in real-time

· Searching for matching records before creating a record in Salesforce

FAQs

A: Perhaps one of the paramount benefits of a 360-degree view of the customer is to provide the ability to deliver a more personalized shopping experience. Businesses can use aggregated, invaluable data to provide customers with more personalized experiences across their lifetime shopping journey.

 A: Customer 360 refers to a 360-degree view of a customer's data, which includes every interaction, from a website inquiry to a product purchase & to a customer support ticket. It implies that every group in the company has access to the same version of the truth about the customer.

A: The customer view of 360 degrees is basically the idea, sometimes considered unattainable, that an organization can get a holistic view of customers by aggregating data from the various touch points that a customer may use to contact an organization to purchase products & receive service & support.

A: Radiant has highly intensive selection criteria for Technology Trainers & Consultants who deliver training programs. Our trainers & consultants undergo rigorous technical & behavioral interview & assessment processes before they are on board the company.

Our Technology experts/trainers & consultants carry deep-dive knowledge in the technical subject & are certified by the OEM.

Our training programs are practically oriented with 70% – 80% hands-on training technology tools. Our training program focuses on one-on-one interaction with each participant, the latest content in the curriculum, real-time projects & case studies during the training program.

Our faculty will provide you with the knowledge of each training from the fundamental level in an easy way & you are free to ask your doubts any time from your respective faculty.

Our trainers have patience & ability to explain difficult concepts in a simplistic way with depth & width of knowledge.

To ensure quality learning, we provide a support session even after the training program.

A: Radiant Techlearning offers a training program on weekdays, weekends & a combination of weekdays & weekends. You can always choose the schedule that best suits your need.

A: We would always recommend you attend the live session to practice & clarify the doubts instantly & get more value from your investment. However, due to some contingency, if you have to skip the class, Radiant Techlearning will help you with the recorded session of that particular day. However, those recorded sessions are not meant only for personal consumption & NOT for distribution or any commercial use.

A: Radiant Techlearning has a data center containing the Virtual Training environment for the purpose of participant hand-on-practice. 

Participants can easily access these labs over Cloud with the help of a remote desktop connection. 

Radiant virtual labs provide you the flexibility to learn from anywhere in the world & in any time zone. 

A: The learners will be enthralled as we engage them the real-world & industry Oriented projects during the training program. These projects will improve your skills & knowledge & you will gain a better experience. These real-time projects will help you a lot in your future tasks & assignments.

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