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 multiple records individually or in bulk. Additionally, you can enrich the records that you edit. You can't edit the records that are in pending state.
Effective in the November 2025 release, the ability to edit records in a tabular view and the appearance of a draft label for an edited record are available for preview.
You can select records and edit them in a tabular view, where each row corresponds to a record and each cell displays a field value.
When you edit a record, a draft label appears for the unpublished record.
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.
Effective in the October 2025 release, the classic experience of the Source Records page is deprecated. Informatica intends to drop support for the classic experience in a future release. Informatica requests that you transition to new experience of the Source Records page before the classic experience is dropped.
For information about the key differences between the classic and new experiences, see Source Records experiences.
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.
If you delete field group entries or field values from a record, the entries or values are deleted in the master record but aren't deleted in the source records.
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.