Table of Contents

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  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

Troubleshooting Hierarchies

Troubleshooting Hierarchies

If you encounter any issues when you configure hierarchies, use the following information to troubleshoot the issues.
When I edited hierarchy information for a record, I received an error message indicating that I do not have sufficient access rights.
When you update the hierarchy information of a child account, such as the parent account field,
Customer 360 for Salesforce
updates the hierarchy information for the parent account record. If you do not have sufficient privileges to edit the parent account record, you receive an error message.
If you receive an error message that indicates you do not have sufficient access rights, you need to disable account hierarchy enrichment. To disable account hierarchy enrichment, use the API_SettingsManager.enableHierarchyAccountEnrichment(false) API to set the DS_SETTING_HIERARCHY_ACCOUNT_ENRICHMENT internal
Customer 360 for Salesforce
parameter to
false
. DS_SETTING_HIERARCHY_ACCOUNT_ENRICHMENT is
true
by default.
If you update hierarchy information for a record when DS_SETTING_HIERARCHY_ACCOUNT_ENRICHMENT is
false
,
Customer 360 for Salesforce
only updates the records in the hierarchy for which you have sufficient privileges. To update hierarchy information for all records in the hierarchy, a system administrator must run the Synchronize Reporting Data batch job. Ensure that the Asynchronous Hierarchy Process batch job and Asynchronous Cloning Process batch job are not running when the Synchronize Reporting Data batch job runs.

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