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 in Lightning Experience

Searching a Hierarchy in Lightning Experience

You can search for nodes within a hierarchy from the Hierarchy section.
To search for nodes within a hierarchy, perform one of the following tasks:
  • Enter the account name in the search field.
  • Click the search field, click
    Advanced Search
    , and then enter the details to search.
    The following image shows the details that you can enter to perform an advanced search:
Cloud MDM searches for account names that contain within the account name.Info
For example, if you select
AND
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.
Click on an account name from the search results to go to the respective node in the hierarchy.

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