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English
  • Customer 360 for Salesforce Summer 2020
  • All Products

Table of Contents

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  1. Preface
  2. Introduction to Informatica Cloud MDM - Customer 360 for Salesforce
  3. Configuring the Data Cleansing Settings
  4. Managing Batch Jobs
  5. Verifying Addresses, Email Addresses, and Phone Numbers
  6. Synchronizing Salesforce Records with CC360
  7. Managing Duplicate Records
  8. Consolidating Records
  9. Converting External Records to Salesforce Records
  10. Managing Hierarchies
  11. Integrating Cloud MDM - Customer 360 for Salesforce with Multidomain MDM
  12. Managing Multi-Org
  13. Troubleshooting
  14. Appendix A: Custom Settings
  15. Appendix B: Glossary

Administrator Guide

Administrator Guide

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Configuring Hierarchy Edit Search Fields

Configuring Hierarchy Edit Search Fields

To configure the search fields that are available when you search for a record to add to a hierarchy, configure the hierarchy edit search field set.
  1. From the
    Setup
     section of the
    CC360 Admin
     tab, click
    Run the Setup Wizard
    .
  2. Click
    Field Set
    .
    The
    Field Set Settings
     page appears.
  3. In the
    Account Field Sets
     section, click
    Edit Account Field Sets
    .
    The
    Account Field Sets
     page appears.
  4. From the
    Field Sets
     section, select
    Edit
     for the
    Hierarchy Edit Search Fields
    .
  5. Drag the appropriate fields from the Hierarchy Edit Search Fields palette to the field set list.
  6. Click
    Save
    .
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