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English
  • Customer 360 for Salesforce Spring 2018
  • All Products

Table of Contents

Search

  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. Configuring the Account Search Fields

To configure the account search fields that appear on the
CC360
 Visualforce
Account
 page, configure the search field set.
  1. From the
    Setup
     section of the
    Cloud Customer 360
     tab, click
    Run the Setup Wizard
    .
  2. Click
    Field Set
    .
    The
    Field Set Settings
     page appears.
  3. In the
    Account Field Sets
     section, click
    Edit Account Field Sets
    .
    The
    Account Field Sets
     page appears.
  4. Select
    Edit
     for the
    Account Search Fields
    .
  5. Drag the appropriate fields from the Account Search Fields palette to the field set list.
  6. Click
    Save
    .
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