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

Viewing the Customer 360 in Salesforce Classic

Viewing the Customer 360 in Salesforce Classic

The Customer 360 page displays the account hierarchy and the details of the records for an account.
  1. On the
    Accounts
    tab, select the account whose details you want to view.
    The account details page appears.
  2. In the account details page, click
    Customer 360 View
    .
    The
    Customer 360
    page appears.

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