User Guide

Winter 2021

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Hierarchies Overview

A hierarchy represents the relationship between the various accounts. When you view hierarchies, you get a global view of an organization and its subsidiaries. You can view and manage multiple types of hierarchies. You can also view the contacts, leads, and opportunities associated with the records in the hierarchy.

Records exist as nodes in the hierarchy. Use

Cloud MDM - Customer 360 for Salesforce

(

CC360

) to view, navigate, and manage the different hierarchy types directly in Salesforce. Add nodes to a hierarchy, remove nodes from a hierarchy, or drag-and-drop nodes to reorganize a hierarchy. You can move a node from one hierarchy to another, even when the hierarchies are of different hierarchy types.

Multidimensional hierarchies contain records that are present in more than one hierarchy. Alternate hierarchies contain beans from the same external data source and link to the same master bean as that of the account.

Use the Customer 360 view to get a detailed view of an organization and its subsidiaries. You can view the account hierarchy and the details of records that belong to the account. You can filter the records and alphabetically sort the records. You can search for accounts within a hierarchy. If the master bean of the account is linked to beans from external data sources, you can view the alternate hierarchies.

The following image shows the hierarchy view in Salesforce Classic:

Hierarchy type

Ultimate parent

Record you are viewing on the account page

Customer 360 View button

Expand All/Collapse All button

The following image shows the hierarchy view in Lightning Experience: A hierarchy in Lightning Experience contains the following: Hierarchy type, Ultimate parent and it's children records, Edit icon, Refresh icon, Expand/Collapse icon, and View C360 icon