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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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Creating a Multidimensional Hierarchy in Salesforce Classic

Creating a Multidimensional Hierarchy in Salesforce Classic

To create a multidimensional hierarchy, clone the node of a hierarchy of one type to a hierarchy of another type.
  1. Edit the target hierarchy that you want to add a hierarchy clone to.
  2. In the target hierarchy, select the parent node for the clone hierarchy.
  3. Search for the record that you want to add to the hierarchy, and then select the record.
    For more information about searching a hierarchy, see Searching a Hierarchy in Salesforce Classic.
  4. Click
    Clone
    .
    Customer 360 for Salesforce
     adds the record to the hierarchy.
  5. Click
    Save
    .
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