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Regaining Trust In Salesforce Data:
Hierarchy Management

Create the Customer Hierarchies you need for Greater Agility

Tuesday, May 26, 2020, 10:00 AM PDT

Your Salesforce data is only as valuable as your insight into the relationships within it. Learn how to dynamically visualize and roll up multiple hierarchical structures within Salesforce for a better understanding of opportunities, more reliable reporting, and increased agility across accounts.

In “Regaining Trust in Salesforce Data: Hierarchy Management, you will learn how to create, view, and edit customer hierarchies so you can:

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Informatica will use data provided here in accordance with our privacy policy.

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Please complete the form below to watch this webinar

All fields are required.

Informatica will use data provided here in accordance with our privacy policy.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

  • View sets of accounts by account structure, sales territories, D&B hierarchies and geographies, finance, marketing, and more
  • Create multiple perspectives of an account and apply slice-and-dice capabilities to those representations
  • Create ad hoc views by hierarchy to reveal sales and marketing opportunities

Speakers:

  • Carla Weiss, Senior Manager, Cloud Presales, Informatica
  • Manjunath Goudar, Product Specialist, Informatica