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English
  • Customer 360 for Salesforce Spring 2017
  • All Products

Table of Contents

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  1. Preface
  2. Installing Informatica Cloud Customer 360
  3. Upgrading Informatica Cloud Customer 360
  4. Configuring Page Layout
  5. Glossary

Setup Guide

Setup Guide

Back Next

Configuring Field Sets for Standard Objects

To configure field sets, use the field set setup tool in the Setup Wizard.
  1. Based on the Salesforce environment that you use, perform one of the following tasks:
    • In Salesforce Classic, from the
      Setup
       section of the
      CC360 Admin
       tab, click
      Run the Setup Wizard
      .
    • In Lightning Experience, perform the following tasks:
      1. On the navigation menu, click
        CC360 Admin
        .
        The
        Manage CC360
         page appears.
      2. From the
        Setup
         section, click
        Run the Setup Wizard
        .
  2. Under
    Setup
    , click
    Field Set
    .
  3. Click
    Edit Lead Field Sets
    ,
    Edit Opportunity Field Sets
    ,
    Edit Account Field Sets
    ,
    Edit Contact Field Sets
    ,
    Edit Bean Field Sets
    , or
    Edit Master Bean Field Sets
     to edit the field set group you want to edit.
  4. Click
    Edit
     in the
    Action
     column of the field set you want to edit.
  5. Drag the field you want to include in the field set from the
    Field Set Properties
     section to the
    In the Field Set
     section.
  6. Click
    Save
    .
  7. To revert to the default configuration, remove all the fields from the
    In the Field Set
     section.
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