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English
  • Customer 360 for Salesforce Spring 2018
  • 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

Changing the Display Order of Objects

You can change the display order of the objects that you view in the Customer 360 page. The object that you move to the top functions as the default object. The Customer 360 page displays the records based on the selected object.
To change the display order of the objects, perform the following tasks:
  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
    .
    The
    Customer 360 Settings
     page appears.
  3. Click
    Change Display Order
    .
  4. Click the up or down arrow to move the objects.
    The object that you move to the top functions as the default object.
  5. Click
    Save
    .
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