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

Unlocking a Hierarchy

Unlocking a Hierarchy

To unlock a hierarchy with a hierarchy status of
Locked
after a hierarchy batch process fails, enable
Check Hierarchy
for the ultimate parent bean.
  1. From the hierarchy view, right-click the ultimate parent of the locked hierarchy and select
    Go to Account Page
    .
  2. From the Account Detail page, scroll down to the Beans section.
  3. From the bean edit page, enable
    Check Hierarchy
    . Click
    Save
    .

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