Table of Contents


  1. Preface
  2. Introduction to Informatica Cloud Customer 360
  3. Configuring the Data Cleansing Settings
  4. Managing Batch Jobs
  5. Verifying Addresses, Email Addresses, and Phone Numbers
  6. Synchronizing Salesforce Records with CC360
  7. Managing Duplicate Records
  8. Consolidating Records
  9. Converting External Records to Salesforce Records
  10. Managing Hierarchies
  11. Integrating Cloud Customer 360 with MDM Multidomain Edition
  12. Managing Multi-Org
  13. Custom Settings
  14. Glossary

Creating a Hierarchy Type

To create a hierarchy type in
, change the hierarchy type of the root node to the name of the hierarchy type you want to create.
  1. In the hierarchy view, click the root node.
    The hierarchy viewer showing a cursor over the root node.
  2. From the Bean section on the
    page, click
    The Bean section on the Account page.
  3. In the Hierarchy Informatica section on the
    Bean Edit
    page, enter the name of the hierarchy type you want to create in the
    Hierarchy Type
    The bean edit page.
    1. Hierarchy Type field
    2. Ultimate Parent indicator
  4. Click
    The root record and all the children in the hierarchy belong to the hierarchy type that you created.
    If you change the hierarchy type of a record that is not an ultimate parent,
    reverts the hierarchy type change.


We’d like to hear from you!