Table of Contents

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

Internal Settings for Hierarchies

Internal Settings for Hierarchies

You configure internal settings and change the default behavior of hierarchies.
You can configure the following internal settings for hierarchies:
Enable Alternate Hierarchy Mode
You must enable alternate hierarchy to view alternate hierarchies in the Hierarchy section of the account page.
To enable alternate hierarchy, set the
Enable Alternate Hierarchy Mode
internal setting value to true. Default is false.
The following sample code enables alternate hierarchy:
API_SettingsManager.updateInternalSetting('Enable Alternate Hierarchy Mode','true');
Alternate Hierarchy Page Size
You can change the maximum number of nodes that an alternate hierarchy displays.
To change the maximum number of nodes for alternate hierarchies, set the
Alternate Hierarchy Page Size
internal setting value. Default is 200.
The following sample code changes the maximum number of nodes for alternate hierarchies:
API_SettingsManager.updateInternalSetting('Alternate Hierarchy Page Size','100');
enableHierarchyAccountEnrichment
If you disable account hierarchy enrichment, you can update the records in the hierarchies for which you do not have sufficient privileges.
To disable account hierarchy enrichment, set the
enableHierarchyAccountEnrichment
internal setting value to false. Default is true.
The following sample code disables account hierarchy enrichment:
API_SettingsManager.updateInternalSetting('enableHierarchyAccountEnrichment','False');
Lock Cloud MDM Hierarchy and Unlock Cloud MDM Hierarchy
You can lock single or multiple hierarchies to prevent users from editing the hierarchy-related fields of the nodes.
To lock a hierarchy, use the
Lock Cloud MDM Hierarchy(<Account ID>)
internal setting where
<Account ID>
is the parent account ID.
The following sample code locks hierarchy of the parent account named
accid
:
DSE.API_HierarchyHandler.LockCloudMDMHierarchy(accid);
You can also unlock locked hierarchies. To unlock a hierarchy, use the
Unlock Cloud MDM Hierarchy(<Account ID>)
internal setting.
The following sample code unlocks hierarchy of the parent account named
accid
:
DSE.API_HierarchyHandler.UnLockCloudMDMHierarchy(accid);
Hierarchy Details Page Size
You can configure the number of records that the Customer 360 page displays.
To change the number of nodes, set the
Hierarchy Details Page Size
internal setting value. Default is 25.
The following sample code changes the number of nodes displayed in the hierarchy details page to 50:
API_SettingsManager.updateInternalSetting('Hierarchy Details Page Size','50');
Use Inline Hierarchy Related List
If you want to see contacts, leads, or opportunities in the Account Details page, set the
Use Inline Hierarchy Related List
internal setting value to true. Default is false.
The following sample code displays contacts, leads, or opportunities in the Account Details page:
API_SettingsManager.updateInternalSetting('Use Inline Hierarchy Related List','true');

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