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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 3. Resetting Customer 360 Settings for Lead

If you have defined Customer 360 settings for lead, you must delete the settings and create again.
  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. Click
    Customer 360 Settings
    .
  3. Click
    Delete
     for the Lead settings.
  4. Click
    New
    , and configure the settings for Lead.
  5. Click
    Save
    .
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