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Reltio User Experience

Reltio User Experience

This course describes the terminology, features, functions and navigation tools of the Reltio User Interface, Reference Data Management UI and Reltio Console.

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About this course

The Reltio User Experience course guides all types of user roles through the new Reltio User Interface. The course will allow learners to independently move through the terminology, features, functions and navigation tools that lead to an understanding of Reltio Connected Customer 360 UI, Reference Data Management UI and Reltio Console. After listening to the narrated tour, learners can use the examples to navigate through their own tenants.

Video modules support the course objectives with detailed instructions for navigating the features, functions, tools, and screens of the Reltio Connected Customer 360 UI, Reltio Console, and Reference Data Management.  Targeted mainly to a data steward or data governor user role, this course will also guide all users through the aspects of navigating through Reltio Platform user interface.

What you will learn

  • How to describe the Reltio User Interface (UI), its key components, and the value that each feature provides.
  • How to identify the different Search features of the UI and how to use them to achieve specific business goals.
  • How to explain how to manage Potential Matches within the Reltio UI.
  • How to recognize the components of the Profile View and the essential items that make up a Profile.
  • How to describe the Reltio Dashboard and identify the best way to leverage the dashboard for specific organizational needs.
 

Curriculum0 hr 30 min

  • User Experience
  • Reltio User Experience 0 hr 30 min
  • Wrap Up
  • Survey

About this course

The Reltio User Experience course guides all types of user roles through the new Reltio User Interface. The course will allow learners to independently move through the terminology, features, functions and navigation tools that lead to an understanding of Reltio Connected Customer 360 UI, Reference Data Management UI and Reltio Console. After listening to the narrated tour, learners can use the examples to navigate through their own tenants.

Video modules support the course objectives with detailed instructions for navigating the features, functions, tools, and screens of the Reltio Connected Customer 360 UI, Reltio Console, and Reference Data Management.  Targeted mainly to a data steward or data governor user role, this course will also guide all users through the aspects of navigating through Reltio Platform user interface.

What you will learn

  • How to describe the Reltio User Interface (UI), its key components, and the value that each feature provides.
  • How to identify the different Search features of the UI and how to use them to achieve specific business goals.
  • How to explain how to manage Potential Matches within the Reltio UI.
  • How to recognize the components of the Profile View and the essential items that make up a Profile.
  • How to describe the Reltio Dashboard and identify the best way to leverage the dashboard for specific organizational needs.
 

Curriculum0 hr 30 min

  • User Experience
  • Reltio User Experience 0 hr 30 min
  • Wrap Up
  • Survey