Table of Contents

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  1. Preface
  2. Introduction to Informatica Cloud Customer 360
  3. Creating or Searching Records for Salesforce Objects
  4. Managing Duplicate Records
  5. Consolidating Records
  6. Converting Leads
  7. Hierarchies
  8. Glossary

Hierarchy Status

Cloud Customer 360 (
CC360
) displays hierarchy information to indicate whether a hierarchy is unlocked or locked.
CC360
also displays information to indicate when a record is a standalone record.
A hierarchy must have one of the following statuses:
Standalone node
A standalone node is a record that is not part of a hierarchy.
The following image shows the status that the Hierarchy Information section displays when you view the Record Detail page for a record that is a standalone node:
The standalone node hierarchy status message: Standalone Node - Not part of any Hierarchy.
In the hierarchy view, a standalone node appears as a single node with a hierarchy status of unlocked.
The following image shows a standalone node in the hierarchy viewer:
A screenshot showing a standalone node in the hierarchy viewer.
Unlocked
An unlocked hierarchy is a hierarchy that you can edit.
The following image shows the status that the Hierarchy Information section displays when you view the Record Detail page for a record that is part of an unlocked hierarchy:
The hierarchy information message for an unlocked hierarchy: Hierarchy Information is In-Sync.
In the hierarchy view, an unlocked hierarchy appears with an unlocked symbol.
The following image shows the unlocked symbol in the hierarchy viewer:
An unlocked hierarchy status.
  1. Unlocked hierarchy status
Locked
A locked hierarchy is a hierarchy that you cannot edit.
CC360
locks a hierarchy until asynchronous batch processing is complete.
The following image shows the status that the Hierarchy Information section displays when you view the Record Detail page for a record that is part of a locked hierarchy:
The hierarchy information message for a locked hierarchy: Warning: Hierarchy Update in-progress. Please wait till hierarchy Sync completes.
The following image shows the locked symbol in the hierarchy viewer:
  1. Locked hierarchy status

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