You can create, find, and edit records, and manage drafts of your changes.
For example, you can create a person record and add person data, such as the personal information and contact details. You can then edit information in the record.
When you create or edit a record, Customer 360 SaaS saves your changes as a draft before you submit the record or send it for approval. You can work on the draft and submit all changes at once. You can view and manage your drafts on the My Drafts page. Drafts are available for 15 days. If other users update the record for which you have a draft, you can synchronize your draft with their updates or resolve any conflicts.
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.
To find a record, you can enter a search text in a search box or perform a filtered search.