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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

Step 1. Install and Activate CC360

Use the installation link in the welcome email. After the installation, activate
CC360
 to access the
CC360
 features.
  1. In the welcome email, click the
    CC360
     installation link.
    If you want to install CC360 to a sandbox environment, change the first portion of the link from
    https://login.salesforce.com
     to
    https://test.salesforce.com
    .
    The
    Package Installation Details
     password page appears.
  2. Enter the installation password and click
    Submit
    .
    The
    Package Installation Details
     description page appears.
  3. Click
    Continue
    .
    The
    Package Installer Approve Package API Access
     page appears.
  4. Configure all objects to have read, create, and edit permission, and click
    Next
    .
    The
    Package Installer: Choose Security Level
     page appears.
  5. Select
    Grant Access to all users
     and click
    Next
    .
    If required, you can change the security level after the package installation.
    The
    Package Installer: Install Package
     page appears.
  6. Ignore if any Apex test failures occur and click
    Install
    .
  7. 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
        .
  8. To enable the Informatica Address Verification service, perform the following tasks:
    1. In the
      Service Setup
       section, click
      Address Verification
      .
    2. In the
      Service Information
       section, enable Informatica Address Verification service.
    3. Enter the authentication credentials to access the address verification service.
    4. Click
      Save
      .
      Test Connection
       is enabled.
    5. To test the connection with the Address Verification service, click
      Test Connection
      .
    For more information about configuring the Informatica Address Verification settings, see
    Informatica Cloud Customer 360 Administrator Guide
    .
  9. To enable the Informatica Email Address Verification service, perform the following tasks:
    1. In the
      Service Setup
       section, click
      Email Address Verification
      .
    2. In the
      Service Information
       section, enable Informatica Email Address Verification service.
    3. Enter the authentication credentials to access the email address verification service.
    4. Click
      Save
      .
      Test Connection
       is enabled.
    5. To test the connection with the Email Address Verification service, click
      Test Connection
      .
    For more information about configuring the Informatica Email Address Verification settings, see
    Informatica Cloud Customer 360 Administrator Guide
    .
  10. To enable the Informatica Phone Validation service, perform the following tasks:
    1. In the
      Service Setup
       section, click
      Phone Number Validation
      .
    2. In the
      Service Information
       section, enable Informatica Phone Validation service.
    3. Enter the authentication credentials to access the phone number validation service.
    4. Click
      Save
      .
      Test Connection
       is enabled.
    5. To test the connection with the Phone Validation service, click
      Test Connection
      .
    For more information about configuring the Informatica Phone Validation settings, see
    Informatica Cloud Customer 360 Administrator Guide
    .
  11. To activate Cloud Customer 360, perform the following tasks:
    1. Click
      Activate CC360
      .
      The
      License Activation
       page appears.
    2. Enter the activation code.
    3. Click
      Submit
      .
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