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Hierarchy Status in Salesforce Classic

Cloud MDM - Customer 360 for Salesforce

(

CC360

) displays hierarchy information to indicate whether a hierarchy is unlocked or locked.

CC360

also displays information to indicate when a record is a standalone record.

A hierarchy must have one of the following statuses:

Standalone node: A standalone node is a record that is not part of a hierarchy.; The following image shows the status that the Hierarchy Information section displays when you view the Record Detail page for a record that is a standalone node:

In the hierarchy view, a standalone node appears as a single node with a hierarchy status of unlocked.

The following image shows a standalone node in the hierarchy viewer:
Unlocked: An unlocked hierarchy is a hierarchy that you can edit.; The following image shows the status that the Hierarchy Information section displays when you view the Record Detail page for a record that is part of an unlocked hierarchy:

In the hierarchy view, an unlocked hierarchy appears with an unlocked symbol.

The following image shows the unlocked symbol in the hierarchy viewer:

Unlocked hierarchy status
Locked: A locked hierarchy is a hierarchy that you cannot edit.
CC360
locks a hierarchy until asynchronous batch processing is complete.
The following image shows the status that the Hierarchy Information section displays when you view the Record Detail page for a record that is part of a locked hierarchy:

The following image shows the locked symbol in the hierarchy viewer:

Locked hierarchy status