Customer training on custom data sources

Learning Path Overview:

Prerequisites: Basic understanding of data connections, API concepts, system admin permissions
Total Time Commitment: 6-8 hours across 2-3 weeks for complete mastery

Beginner Level: Getting Started (Duration: 2 hours)

Audience: Non-technical users, first-time setup
Learning Objectives: Understand custom data sources, complete first connection, basic troubleshooting

Intermediate Level: Advanced Configuration (Duration: 3 hours)

Audience: Technical users, system administrators
Learning Objectives: Database connections, API integrations, file-based sources, scheduling

Advanced Level: Optimization & Troubleshooting (Duration: 2 hours)

Audience: Power users, IT teams
Learning Objectives: Performance optimization, complex configurations, monitoring and maintenance

Training Materials:

Beginner Level Resources

• Written Guides: Introduction to Custom Data Sources (15 min read), Basic Configuration Guide (step-by-step setup), Troubleshooting Common Issues (FAQ format)
• Video Resources: Overview Video (12 min - key concepts), Setup Walkthrough (18 min - live demonstration), Q&A Session Recording (25 min - common questions)

Intermediate Level Resources

• Database Connections: Setup guide with best practices, Video tutorial (22 min), Security considerations documentation
• API Integrations: Authentication guide, endpoint configuration, Video tutorial (28 min), troubleshooting flowchart
• File-Based Sources: Supported formats guide, upload process documentation, Video tutorial (15 min), scheduling setup

Advanced Level Resources

• Performance Optimization: Best practices guide, advanced configuration options, monitoring dashboard tutorial
• Complex Scenarios: Multi-source integration, custom field mapping, error handling strategies

Hands-On Exercises:

Exercise 1: Basic Database Connection

Objective: Connect to provided sample database and retrieve data successfully
Data Provided: MySQL sample database with customer and order tables
Expected Outcome: Successful connection with data visible in search results
Validation Steps: Search for specific customer name, verify order history appears, confirm data refresh timestamp

Exercise 2: API Data Integration

Objective: Configure REST API connection with authentication and data processing
API Provided: Sample CRM API with OAuth 2.0 authentication
Expected Outcome: Contact records imported and searchable with proper field mapping
Validation Steps: Authenticate successfully, import sample contacts, search by company name

Exercise 3: Automated Data Sync

Objective: Set up scheduled data synchronization with error monitoring
Scenario: Daily sync of product catalog from e-commerce platform
Expected Outcome: Automated updates running successfully with notification system
Validation Steps: Configure schedule, monitor first sync, verify error alerts work

Support Resources:

Documentation

• Technical Reference: Complete API documentation, configuration parameter guide, troubleshooting database
• Best Practices Library: Proven configurations, performance optimization tips, security guidelines
• Use Case Examples: Real customer implementations, industry-specific configurations

Interactive Support

• Office Hours: Tuesdays & Thursdays 2-3 PM EST, expert-led Q&A sessions
• Community Forum: Peer support, configuration sharing, troubleshooting discussions
• Expert Consultation: 1:1 technical support available, 30-minute sessions, complex implementation guidance

Certification Program

• Knowledge Assessment: Online test covering all learning levels, passing score 80%
• Practical Certification: Hands-on project demonstrating mastery, real-world scenario completion
• Continuing Education: Monthly advanced workshops, new feature training, best practices updates