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English
  • Customer 360 for Salesforce Spring 2017
  • All Products

Table of Contents

Search

  1. Preface
  2. Introduction to Informatica Cloud Customer 360
  3. Configuring the Data Cleansing Settings
  4. Managing Batch Jobs
  5. Verifying Addresses, Email Addresses, and Phone Numbers
  6. Synchronizing Salesforce Records with CC360
  7. Managing Duplicate Records
  8. Consolidating Records
  9. Converting External Records to Salesforce Records
  10. Managing Hierarchies
  11. Integrating Cloud Customer 360 with MDM Multidomain Edition
  12. Managing Multi-Org
  13. Custom Settings
  14. Glossary

Administrator Guide

Administrator Guide

Back Next

Configuring Hierarchy Edit Search Fields

To configure the search fields that are available when you search for a record to add to a hierarchy, configure the hierarchy edit search field set.
  1. Based on the Salesforce environment that you use, perform one of the following tasks:
    • In Salesforce Classic, from the
      Setup
       section of the
      CC360 Admin
       tab, click
      Run the Setup Wizard
      .
    • In Lightning Experience, perform the following tasks:
      1. On the navigation menu, click
        CC360 Admin
        .
        The
        Manage CC360
         page appears.
      2. From the
        Setup
         section, click
        Run the Setup Wizard
        .
  2. Click
    Field Set
    .
    The
    Field Set Settings
     page appears.
  3. In the
    Account Field Sets
     section, click
    Edit Account Field Sets
    .
    The
    Account Field Sets
     page appears.
  4. From the
    Field Sets
     section, select
    Edit
     for the
    Hierarchy Edit Search Fields
    .
  5. Drag the appropriate fields from the Hierarchy Edit Search Fields palette to the field set list.
  6. Click
    Save
    .
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