Administrator Guide

Winter 2018

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Creating an Account Hierarchy During Initial Data Load

To create a hierarchy during the initial data load, assign the appropriate parent account value. You must start with the root node and then load the hierarchy one level at time.

CC360

uses the parent account value to maintain the structure of a hierarchy. You can populate these values to build your hierarchy when you use an external tool such as Informatica Cloud Services to initially load the data into

CC360

. If you create the hierarchy during the initial data load, start with the top hierarchy level and then load one hierarchy level at a time. Load one hierarchy level at a time until you reach the bottom hierarchy level.

CC360

determines and then populates the appropriate ultimate parent value and hierarchy value.

Manually Creating an Account Hierarchy

Creating an Account Hierarchy During Initial Data Load Example

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