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

Hierarchies Overview

Hierarchies Overview

When you view hierarchies, you get a global view of an organization and its subsidiaries. You can view and manage multiple types of hierarchies. You can also view the contacts, leads, and opportunities associated with the records in the hierarchy.
Records exist as nodes in the hierarchy. You can use
Customer 360 for Salesforce
to view, navigate, and manage the different hierarchy types directly within Salesforce. You can add nodes to a hierarchy, remove nodes from a hierarchy, or drag-and-drop nodes to reorganize a hierarchy. You can move a node from one hierarchy to another, even when the hierarchies are of different hierarchy types.
You can use the Customer 360 view to get a detailed view of an organization and its subsidiaries. You can view the account hierarchy and the details of records that belong to the account. You can filter the records and alphabetically sort the records. You can search for accounts within a hierarchy.
Customer 360 for Salesforce
synchronously processes changes to hierarchies with number of records that is equal to or less than the maximum trigger hierarchy limit plus one when you save your changes.
Customer 360 for Salesforce
asynchronously processes changes to hierarchies with number of records that is more than the maximum trigger hierarchy limit plus one in batch jobs.
A node in a hierarchy can have an amount of child records up to 75% of the Data Manipulation Language (DML) Salesforce limit.
The following image shows the hierarchy view in Salesforce Classic:
  1. Hierarchy Type
  2. Ultimate Parent
  3. Record you are viewing on the Account page
  4. Customer 360 View button
  5. Expand All/Collapse All button
The following image shows the hierarchy view in Lightning Experience:
  1. Hierarchy type
  2. Ultimate parent
  3. Edit icon
  4. Refresh icon
  5. Expand/Collapse icon
  6. View C360 icon
Hierarchy functionality is compatible with any of the following browsers:
  • Google Chrome
  • Mozilla Firefox
  • Microsoft Internet Explorer 8.0 onwards

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