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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. 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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Removing a Node from a Hierarchy in Lightning Experience

Removing a Node from a Hierarchy in Lightning Experience

When you remove a node from a hierarchy, the node and its children are removed.
  1. From the hierarchy view, click the
    Edit
     icon.
  2. In the hierarchy, select the node to remove, and click the
    Delete
     icon.
    Customer 360 for Salesforce
     (
    Customer 360 for Salesforce
    ) removes the node and its child nodes from the hierarchy. The node and its child nodes exist as a separate hierarchy.
  3. Click
    Review
    .
    The
    Review and Save
    page appears.
  4. Review the changes, and click
    Save
    .
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