Salesforce Customer 360 ( C360 ) Data Manager Zero to Hero

End to End functionality of customer 360 Data Manager along with details of Cloud Information Model

Ratings: 3.05 / 5.00




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

What You Will Learn!

  • Salesforce Customer 360 (C360) Data Manager Training
  • What is c360 ?
  • B2B Vs B2C
  • Advantage of B2B
  • Challenges with of B2C
  • Current Business Problem (B2C)
  • C60 Solution for Business issue
  • C360 licensing
  • Initial Setup
  • Storage Usage
  • Introduction to CIM (Cloud Information Model)
  • How CIM Works ?
  • How to get access to c360 ?
  • CIM Compatible Applications
  • Find CIM details and details of it
  • Salesforce Basic Objects (Contact, Account, User, Address, Schema Builder)
  • Salesforce Reference Objects
  • Data Manager Functionality
  • How to Add Data Source
  • What is Global Party ID ?
  • How to prepare and upload Data File ?
  • How to prepare and upload Config File ?
  • What is Matching Rules and how to Configure ?
  • Explanation on Data Mapping and Schema
  • C360 User (Create, Edit, Reset)
  • Data Job functionalities
  • Dashboard Functionalities
  • Functionality of Data Stewardship
  • Reconciliation rule
  • Data Manager Job Automation - Overview and Create New Connected App
  • Data Manager Job Automation - Install c360 AppExchange Product
  • Data Manager Job Automation - Setup Auth Provider
  • Data Manager Job Automation - Custom Metadata Type
  • Data Manager Job Automation - Grant FLS to Global Party ID
  • Data Manager Job Automation - Visit Customer 360 Data Manager Orchestration
  • Data Manager Job Automation - Run automated data Job
  • Resources - Important Links
  • Resources - Limits of C360 DM

Who Should Attend!

  • Anyone who wants to learn Salesforce Customer 360 Data Manager