Table of Contents

Search

  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

Viewing the Customer 360 in Lightning Experience

Viewing the Customer 360 in Lightning Experience

The Customer 360 page displays the account hierarchy and the details of the records for an account.
  1. In Lightning Experience, on the navigation menu, click
    Accounts
    .
  2. Select the account whose details you want to view.
    The account details page appears.
  3. On the hierarchy view, click the
    View C360
    icon.
    The additional information about the account appears adjacent to the hierarchy.

0 COMMENTS

We’d like to hear from you!