Table of Contents

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  1. Preface
  2. Introduction to Informatica Cloud MDM - Customer 360 for Salesforce
  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 MDM - Customer 360 for Salesforce with Multidomain MDM
  12. Managing Multi-Org
  13. Custom Settings
  14. Glossary

Adding Hierarchy Information to the Account Page Layout

Configure the account page layout to provide access to
CC360
hierarchy functionality.
  1. Based on the Salesforce environment that you use, perform one of the following tasks:
    • In Salesforce Classic, perform the following tasks:
      1. In the upper-right corner of the page, select your name, and click
        Setup
        .
      2. Under
        App Setup
        , click
        Customize
        Accounts
        Page Layouts
        .
    • In Lightning Experience, perform the following tasks:
      1. Click the quick access menu ( The image shows the quick access menu. 
						), and then click
        Setup
        .
        The
        Setup Home
        page appears.
      2. Under
        PLATFORM TOOLS
        , click
        Objects and Fields
        Object Manager
        .
        The
        Setup Object Manager
        page appears.
      3. Click
        Account
        .
      4. Under the
        Page Layouts
        section, select
        Account Layout
        .
    The
    Account Page Layout
    page appears.
  2. From the
    Account Layout
    palette, select
    Fields
    and then drag the
    Section
    field from the palette to the
    Account
    page layout.
    The
    Section Properties
    window appears.
  3. Configure the Hierarchy Information section:
    1. Enter
      Hierarchy Information
      in the
      Section Name
      text box.
    2. Enable
      Detail Page
      and
      Edit Page
      .
    3. Select
      1-Column
      layout.
    4. Select
      Left-Right
      tab-key order.
    5. Click
      OK
      .
    The Hierarchy Information section is added to the Account page.
  4. From the Account Layout palette, select
    Visualforce Pages
    and then drag the Account Hierarchy Visualforce component and the Account Hierarchy Status Message Visualforce component from the palette to the
    Hierarchy Information
    section.
    You can double-click the Account Hierarchy Visualforce component and the Account Hierarchy Status Message Visualforce component to change the display properties of the component.
  5. From the Account Layout palette, select
    Fields
    and then drag the Ultimate Parent field and the Ultimate Parent Name field from the palette to the
    Hierarchy Information
    section.
  6. Click
    Save
    from the
    Account Layout
    palette.

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