User Guide

Spring 2025

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Customer 360 View

Use the Customer 360 view to get a detailed view of an account and its children. You can view and export the account hierarchy and the details of records that belong to an account.

You can also search for accounts within the hierarchy. You can sort the records based on the fields.

The following image displays the details of contact records of the entire hierarchy in Salesforce Classic:

Customer 360 page displays records based on the object type and the node type. The page displays contact records of the entire hierarchy.

Filter based on alphabets

Filter based on node type

Filter based on object type

Filter based on conditions

Search for nodes within hierarchy

The following image displays the details of an account hierarchy in Lightning Experience:

The image displays an account hierarchy with filters based on object type, conditions, account details and node type, search for nodes within hierarchy field and expand all button

Filter based on object type

Expand or collapse all the nodes within the hierarchy

Search for nodes within hierarchy

Filter based on conditions

Filter based on account details

Filter based on node type

You can expand or collapse all the nodes in an unlocked hierarchy that contains up to 500 records. The expand all button is not available for hierarchies containing more than 500 records. Depending on the number of nodes in the hierarchy, the time to expand all the nodes might vary.

You can sort the numeric fields, but not the long text area and rich text area fields.

You can filter the records in the following ways:

Filter based on Alphabets: You can alphabetically filter the text fields.
Filter Based on Object Type: You can filter records based on the object type.; Use one of the following object types:
Contacts
Leads
Opportunities; Default object is Contacts. You can change the display order of the objects that you view in the Customer 360 page. The object that you move to the top functions as the default object.; You can also create additional objects based on your requirements.
Filter Based on Node Type: You can filter records based on the node type.; Use one of the following options:
Entire Hierarchy
Selected Node
Selected Node and its Immediate Children
Selected Node and All its Children; Default is Selected Node.
The Selected Node and All its Children option is available only in Lightning Experience.
Filter Based on Conditions: You can filter the records based on conditions.; In Lightning Experience, when you use multiple conditions, you can set the AND and OR operators to join them.; In Salesforce Classic, the conditions are joined with the AND operator, and you cannot set the operator.; The following image shows the operators to join multiple conditions in Lightning Experience: