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  • Customer 360 for Salesforce Spring 2022
  • All Products

Table of Contents

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  1. Preface
  2. Introduction to Informatica 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 Salesforce Classic

Exporting Account Hierarchical Details in Salesforce Classic

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. On the account details page, click
    Customer 360 View
    .
    The Customer 360 page appears.
  3. Based on your requirement, select the filters.
    For example, select the filters based on object type, node type, and alphabet.
  4. To export to a PDF file, click
    Export To PDF
    .
    The image displays the export icon on the Customer 360 page in Salesforce Classic mode.
    1. Export To Excel
    2. Export To PDF
  5. To export to a Microsoft Excel file, click
    Export To Excel
    .
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