Salesforce Customer 360 (C360) Data Manager Training
Salesforce Customer 360 Zero to Hero
Updated on Sep, 2023
Language - English
Course Description
Learn from a 10x certified Salesforce Professional.
This course is designed to help understanding the detail about Salesforce customer 360. This course can be taken by anyone even if he / she doesn’t have Salesforce knowledge. In this course basics of Salesforce are also covered. This training would be helpful both for students and professionals.
After completion of this course participant will be ready to work on any project as this course has covered customer 360 data manager functionalities in detail.
The rich level of resources is attached along with respective lectures and also one special segment is been provided where all documents are made available in a single place.
Post completion of the course if students have any doubt then they can email to me for doubt clarification.
I am Salesforce certified professional having experience of large implementation for various client across the globe. As per my experience working with clients, implementation of customer 360 has provided a great advantage to them as they get details of customers in a single place which help their field force a lot to deal with.
Below is the key highlight of the course:
1. Current B2C Problem
2. How Customer 360 can help resolve the issue
3. Detail about Cloud Information Model
4. End to end functionality of customer 360 data manager
5. Data Manager job automation process
Goals
What will you learn in this course:
1. Salesforce Customer 360 (C360) Data Manager Training
2. What is c360 ?
3. B2B Vs B2C
4. Advantage of B2B
5. Challenges with of B2C
6. Current Business Problem (B2C)
7. C60 Solution for Business issue
8. C360 licensing
9. Initial Setup
10. Storage Usage
11. Introduction to CIM (Cloud Information Model)
12. How CIM Works ?
13. How to get access to c360 ?
14. CIM Compatible Applications
15. Find CIM details and details of it
16. Salesforce Basic Objects (Contact, Account, User, Address, Schema Builder)
17. Salesforce Reference Objects
18. Data Manager Functionality
19. How to Add Data Source
20. What is Global Party ID ?
21. How to prepare and upload Data File ?
22. How to prepare and upload Config File ?
23. What is Matching Rules and how to Configure ?
24. Explanation on Data Mapping and Schema
25. C360 User (Create, Edit, Reset)
26. Data Job functionalities
27. Dashboard Functionalities
28. Functionality of Data Stewardship
29. Reconciliation rule
30. Data Manager Job Automation - Overview and Create New Connected App
31. Data Manager Job Automation - Install c360 AppExchange Product
32. Data Manager Job Automation - Setup Auth Provider
33. Data Manager Job Automation - Custom Metadata Type
34. Data Manager Job Automation - Grant FLS to Global Party ID
35. Data Manager Job Automation - Visit Customer 360 Data Manager Orchestration
36. Data Manager Job Automation - Run automated data Job
Prerequisites
What are the prerequisites for this course?
- How to login to Salesforce
- Basic Salesforce objects like user, account, address etc.
Curriculum
Check out the detailed breakdown of what’s inside the course
Introduction
2 Lectures
-
Introduction
01:40
01:40
-
Trainer Introduction
01:06
01:06
Training Approach
2 Lectures
Course Agenda
3 Lectures
Introduction to Customer 360
1 Lectures
Business Challenge
4 Lectures
Data Manager Solution for Business Issue
2 Lectures
Data Manager Licensing
1 Lectures
Few Basic Information about Data Manager
3 Lectures
Cloud Information Module
2 Lectures
Basics of Salesforce Objects
12 Lectures
Users Management of Data Manager
3 Lectures
Data Manager Functionality
10 Lectures
Data Manager Job Automation
1 Lectures
Instructor Details
Nayantara Mondal
I have total of 14 years IT industry experience and 7 years of Salesforce experience. Currently I'm designated as Solution Architect. I have also written White Paper for Salesforce Customer 360 data manager. I have architected of 9 Salesforce projects. As a solution architect I provide guidance to the client too along when to select a perfect tool for their business.
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