If your user role permits, you can add or edit information in records, delete records, and add or delete related records. You can edit a single record or edit multiple records individually, in a table, or in bulk. You can also enrich the records that you edit. You can't edit records that have pending changes.
When you edit records, Customer 360 SaaS automatically saves the changes as drafts before you submit the record or send it for approval. If you don't submit them, Customer 360 SaaS discards the drafts after 15 days.
If another user updates different fields of the same record, you can synchronize your draft from the Record Details page to see their updates without losing your changes.
For example, you have a draft for the John record in which you set Country to USA and Middle Name to Smith. Another user updates the Title field to Mr for the same record. When you open the record on the Record Details page, you can synchronize your draft to see the updates of the other user. After you synchronize, you can see the value in the Title field, and your draft values in the Country and Middle Name fields remain intact.
If another user updates the same fields in a record for which you have a draft, conflicts occur. Resolve the conflicts before you submit the record or send it for approval. You can either choose to retain your updates or updates of other users.
After you select a strategy, you can override it for individual fields. For example, you have a draft for the John record in which you set the Country field to USA and the Middle Name field to Smith. Another user sets the Country field to India and the Middle Name field to Sam. To resolve the conflict, you select a strategy that keeps either your values or the values of the other user. You can also keep your value for the Country field and the value of the other user for the Middle Name field.
Note:
Effective in the October 2026 release, the ability to save changes as drafts, resolve conflicts, and synchronize your draft with updates made by other users is available for preview.
Preview functionality is supported for evaluation purposes but is unwarranted and is not supported in production environments or any environment that you plan to push to production. Informatica intends to include the preview functionality in an upcoming release for production use, but might choose not to in accordance with changing market or technical circumstances. For more information, contact Informatica Global Customer Support.
When you edit a master record, MDM SaaS creates a patch record. A patch record is similar to a source record, but it only contains the master record fields that are edited.
Patch records are created for each source system. For example, when you edit a master record from the user interface, a patch record is created for the default source system. However, when you edit a master record value that originated from the Salesforce source system, another patch record is created for the Salesforce source system.
When you delete field group entries or field values from a master record, the deletions apply only to the master record and not the source records. In a deduplicated field group, MDM SaaS doesn't recalculate trust scores to replace the deleted entry with another entry.
For more information about source records, see Establish the best version of the truth.
If a record is in the pending state, you can view the task summary. The task summary includes information such as the current status, assignee, and due date. To view the task summary, click the task ID.
For example, if a record is in the pending state and you want to edit the record, you can view the task summary to determine who the approver is. You can then request the approver to approve the record. After the record is approved, you can edit it.
If you're an approver, you can also view details about data changes.
Note:
If you use Customer 360 SaaS to edit a master record, the availability of the changes in the master record depends on the source ranking of the Informatica Customer 360 source system. The changes are available in the master record if the Informatica Customer 360 source system has the highest source ranking among all contributing source systems. Otherwise, the changes don't appear.