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  • Customer 360 for Salesforce Winter 2021
  • All Products

Table of Contents

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  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

User Guide

User Guide

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Reparenting Hierarchies in Salesforce Classic

Reparenting Hierarchies in Salesforce Classic

You cannot change the position of the ultimate parent record in the hierarchy.
  1. From the hierarchy view, click the
    Edit Hierarchy
     icon.
  2. Select the node that you want to move, and then drag the node to the new location in the hierarchy.
    The node and all child nodes move to the new location in the hierarchy. This is applicable for hierarchies for which the node count is less than or equal to the maximum trigger hierarchy limit.
  3. If the node count is greater than the maximum trigger hierarchy limit, perform the following tasks:
    1. Right-click the node to move, and select
      Select Node to Move
      .
    2. Right-click the target node, and select
      Move Node Here
      .
  4. Click
    Save
    .
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