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English
  • Customer 360 for Salesforce Summer 2023
  • All Products

Table of Contents

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  1. Preface
  2. Introduction to Informatica 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 Customer 360 for Salesforce
  7. Managing Duplicate Records
  8. Consolidating Records
  9. Converting External Records to Salesforce Records
  10. Managing Hierarchies
  11. Integrating 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

Back Next

Creating a Multidimensional Hierarchy in Lightning Experience

Creating a Multidimensional Hierarchy in Lightning Experience

To create a multidimensional hierarchy, clone the node of a hierarchy of one type to a hierarchy of another type.
  1. Edit the target hierarchy that you want to add a hierarchy clone to.
  2. Select the parent node for the clone hierarchy and click the
    Add
     icon.
    The
    Add account to the hierarchy
     page appears.
  3. Search for the record that you want to add to the hierarchy, and then select the record.
  4. Click
    Clone
    .
    Customer 360 for Salesforce
     adds the record to the hierarchy.
  5. Click
    Review
    .
    The
    Review and Save
     page appears.
  6. Review the changes, and click
    Save
    .
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