Table of Contents

Search

  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

Removing a Node from a Hierarchy in Salesforce Classic

Removing a Node from a Hierarchy in Salesforce Classic

When you remove a node from a hierarchy, the node and its children are removed.
  1. From the hierarchy view, click
    Edit Hierarchy
    .
  2. In the hierarchy, right-click the node to remove, and select
    Remove
    .
    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
    Save
    .

0 COMMENTS

We’d like to hear from you!