Table of Contents

Search

  1. Preface
  2. Introduction to Informatica Cloud MDM - 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. Glossary

Searching a Hierarchy

You can search for nodes within a hierarchy from the Edit Hierarchy page and the Customer 360 page.
To search for nodes within a hierarchy, perform one of the following tasks:
  • In the Edit Hierarchy page, go to the Search Criteria section, and enter the details to search.
  • In the
    Customer 360
    page, click
    Click here to search within hierarchy
    and enter the details to search.
The following image shows the search criteria for nodes within a hierarchy:
Cloud MDM searches for account names that contain 
			 Info within the account name.
For example, if you select AND or OR and enter
Info
in the Account Name field,
Cloud MDM - Customer 360 for Salesforce
(
CC360
) searches for account names that start with
Info
. If you select CONTAINS and enter
Info
in the Account Name field,
CC360
searches for account names that contain
Info
in the account name.

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