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  • Customer 360 for Salesforce Spring 2021
  • All Products

Table of Contents

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  1. Preface
  2. Introduction to Informatica Cloud MDM - Customer 360 for Salesforce
  3. Creating or Searching Records for Salesforce Objects
  4. Managing Duplicate Records
  5. Consolidating Records
  6. Converting Leads
  7. Hierarchies
  8. Appendix A: Glossary

User Guide

User Guide

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Exporting Account Hierarchical Details in Lightning Experience

Exporting Account Hierarchical Details in Lightning Experience

You can export the hierarchical details of an account to a PDF or Microsoft Excel file.
  1. On the
    Accounts
     tab, select the account whose details you want to export.
    The account details page appears.
  2. In the hierarchy view, click the
    View C360
     icon.
    The additional information about the account appears adjacent to the hierarchy.
  3. Based on your requirement, select the filters.
    For example, select the filters based on object type and node type.
  4. To export to a PDF file, click
    Export To PDF
    .
    The image displays the export icons on the Customer 360 page of the Lightning Experience in Salesforce.
    1. Export To Excel
    2. Export To PDF
  5. To export to a Microsoft Excel file, click
    Export To Excel
    .
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