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  • Customer 360 for Salesforce Winter 2022
  • 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. Appendix A: Glossary

User Guide

User Guide

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Viewing Hierarchies

Viewing Hierarchies

You can view a hierarchy in the Hierarchy section of an account page.
To view an account hierarchy, go to the Hierarchy section of the account page. The Hierarchy section displays the parent and child nodes of the selected account. You can expand or collapse the nodes in the hierarchy to view or hide the child nodes.
The following image shows the hierarchy of the selected account in Salesforce Classic:
The image displays the hierarchy of the selected account.
The following image shows the hierarchy of the selected account in Lightning Experience:
Basic details of an account when you hover over a node in a hierarchy.
Hover over a node to view the basic details of the account.
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