Table of Contents

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  1. Preface
  2. Introduction to Informatica Cloud Customer 360
  3. Creating or Searching Records for Salesforce Objects
  4. Managing Duplicate Records
  5. Consolidating Records
  6. Converting Leads
  7. Hierarchies
  8. Glossary

Reorganizing Hierarchies

To reorganize hierarchies, drag a node to a new location in the hierarchy. You cannot change the position of the ultimate parent record in the hierarchy.
  1. From the hierarchy view, click the
    Edit Hierarchy
    button.
  2. Select the node that you want to move, and then drag the node to the new location in the hierarchy.
    The node and all child nodes move to the new location in the hierarchy. This is applicable for hierarchies for which the node count is less than or equal to the maximum trigger hierarchy limit.
  3. The hierarchies for which the node count is greater than the maximum trigger hierarchy limit, right-click on the node to move, and select
    Select Node to Move
    . Then, right-click on the target node, and select
    Move Node Here
    .
  4. Click
    Save
    .

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