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  • Customer 360 for Salesforce Spring 2025
  • 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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Viewing Hierarchy Opportunities, Leads, and Contacts in Salesforce Classic

Viewing Hierarchy Opportunities, Leads, and Contacts in Salesforce Classic

To view information about the opportunities, leads, and contacts related to the nodes in the hierarchy, view the additional hierarchy details.
  1. From the hierarchy view, click
    Show Details
    .
  2. Click the triangle beside the
    Opportunities
    ,
    Leads
    , or
    Contacts
     to view the details for each of these categories.
    Customer 360 for Salesforce
     (
    Customer 360 for Salesforce
    ) displays every opportunity, lead, or contact for all the nodes in the hierarchy.
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