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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. Troubleshooting
  14. Custom Settings
  15. Glossary

Creating an Account Hierarchy During Initial Data Load Example

Creating an Account Hierarchy During Initial Data Load Example

You want to create a hierarchy with four levels during the initial data load.
The following figure shows the completed hierarchy for the example:
A four-level hierarchy with 12 nodes.
To create the hierarchy, first load hierarchy level 1. Hierarchy level 1 is the top hierarchy level. The top hierarchy consists of the root node. This root node is the ultimate parent for all the other nodes in the hierarchy. The following table shows the parent account value to populate when you load hierarchy level 1.
Node ID
Parent Account value
001
NULL
The following figure shows the hierarchy structure at this point in the process:
The first level of the hierarchy. The first hierarchy level contains the root node.
After you insert hierarchy level 1, insert the records for hierarchy level 2. The following table shows the parent account value to populate when you load hierarchy level 2.
Node ID
Parent Account value
002
001
003
001
004
001
005
001
006
001
007
001
The following figure shows the hierarchy structure at this point in the process:
A hierarchy showing the first and second hierarchy levels.
After you insert hierarchy level 2, insert the records for hierarchy level 3. The following table shows the parent account value to populate when you load hierarchy level 3.
Node ID
Parent Account value
008
005
009
005
010
005
The following figure shows the hierarchy structure at this point in the process:
A hierarchy showing the first, second, and third hierarchy levels.
After you insert hierarchy level 3, insert the records for hierarchy level 4. The following table shows the parent account value to populate when you load hierarchy level 4.
Node ID
Parent Account value
011
010
012
010
The hierarchy is complete. The following figure shows the completed hierarchy:
A four-level hierarchy with 12 nodes.

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