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. Appendix A: Glossary

Reparenting Hierarchies in Lightning Experience

Reparenting Hierarchies in Lightning Experience

You cannot change the position of the ultimate parent record in the hierarchy.
  1. From the hierarchy view, click the
    Edit
    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.
  3. Click
    Review
    .
    The
    Review and Save
    page appears.
  4. Review the changes, and click
    Save
    .

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