Table of Contents


  1. Preface
  2. Introduction to Informatica Customer 360 for Salesforce
  3. Configuring the Data Cleansing Settings
  4. Managing Batch Jobs
  5. Verifying Addresses, Email Addresses, and Phone Numbers
  6. Synchronizing Salesforce Records with Customer 360 for Salesforce
  7. Managing Duplicate Records
  8. Consolidating Records
  9. Converting External Records to Salesforce Records
  10. Managing Hierarchies
  11. Integrating Customer 360 for Salesforce with Multidomain MDM
  12. Managing Multi-Org
  13. Troubleshooting
  14. Appendix A: Custom Settings
  15. Appendix B: Glossary

Creating an Account Hierarchy After Initial Data Load

Creating an Account Hierarchy After Initial Data Load

To create a hierarchy after initial data load, load all the records without parent account values. After you load all the data, use an external tool such as Informatica Cloud Services to populate the parent account values. Use this method to avoid asynchronous hierarchy processing when you create the hierarchy. Start with the root node at the top hierarchy level and then populate the values one hierarchy level at a time.


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