Table of Contents

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  1. Preface
  2. Introduction to Informatica Cloud MDM - 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. Glossary

Adding Records to a Hierarchy in Lightning Experience

Adding Records to a Hierarchy in Lightning Experience

To add a record to a hierarchy, edit the hierarchy and search for the record that you want to add as a node. If the record exists as a node in a different hierarchy, the node and all its children move to the hierarchy.
  1. Select the account to view the account details.
  2. From the hierarchy view, click the
    Edit
    icon.
  3. Select the parent node under which you want to add the record and click the
    Add
    icon.
    The
    Add account to the hierarchy
    page appears.
  4. 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 Lightning Experience.
  5. Click
    Add
    .
    CC360
    adds the record to the hierarchy.
  6. Click
    Review
    .
    The
    Review and Save
    page appears.
  7. Review the changes, and click
    Save
    .

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