Training Material

Customer Record Module

How to manually create a Master Customer record.

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Normalisation Module

How to create Normalisation Rules.

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Matching Module

How to create Matching Rules and Match Records.

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Merge Rules Module

How to create Merge Rules.

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Jobs Run Module

How to monitor and run Jobs.

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Attribute Groups Module

How to create Attribute Groups.

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Target Object Module

How to Setup Multiple Target Objects per SObject Type

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Multiple Target Objects per Salesforce Object

How to setup multiple Target Objects per Salesforce Object.

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Reparenting Module

How to run the Reparenting Process.

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Data Consolidation Module

How to Consolidate Data for Child Records.

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Data Quality Settings Module

How to add Data Quality Settings.

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Data Services Module

How to setup Data Services.

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Blocking Key Process Request Module

How to run the Blocking Key Process Request.

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Individual Object Module

How to add Individual Object Settings.

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Templates to use for MDM Preparation

Excel Templates to assist with MDM Preparation.

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