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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

Step 2. Configuring the Lead Page Layout

Configure the lead page layout to provide access to
CC360
 lead functionality.
  1. In the upper-right corner of the page, select your name, and click
    Setup
    .
  2. Under
    App Setup
    , select
    Customize
    Leads
    Page Layouts
    .
    The
    Lead Page Layout
     page appears.
  3. Select
    Edit
     for the Lead Layout.
    The Lead enhanced page layout editor appears.
  4. From the
    Lead Layout
     palette, select
    Buttons
     and drag the
    Consolidated View
     button and
    Convert
     button to the
    Custom Buttons
     area under
    Lead Detail
    .
  5. From the
    Standard Buttons
     area under
    Lead Detail
    , drag the default Salesforce
    Convert
     button to the
    Lead Layout
     palette.
    Salesforce
    Convert
     button is removed from the Lead page layout.
  6. From the
    Lead Layout
     palette, select
    Fields
     and drag the
    Section
     field from the palette to the
    Lead
     page layout.
    The
    Section Properties
     window appears.
  7. Configure the
    CC360
     Information section:
    1. Enter
      CC360
       Information
       in the
      Section Name
       text box.
    2. Enable
      Detail Page
       and
      Edit Page
      .
    3. Select
      2-Column
       layout.
    4. Select
      Left-Right
       tab-key order.
    5. Click
      OK
      .
    The
    CC360 Information
     section is added to the Lead page.
  8. From the
    Lead Layout
     palette, select
    Fields
     and drag the following fields from the palette to the
    CC360 Information
     section:
    • Account field
    • Contact field
    • Country ISO Code field
    • Legal Form field
    • Domain field
    • CC360
       Process field
    • Synchronize field
  9. From the
    Lead Layout
     palette, select
    Related Lists
     and drag the
    Beans
     related list from the palette to the Lead page layout.
  10. From the
    Lead Layout
     palette, select
    Fields
     and drag the
    Section
     field from the palette to the
    Lead
     page layout.
    The
    Section Properties
     window appears.
  11. Configure the Duplicate Leads section:
    1. Enter
      Duplicate Leads
       in the
      Section Name
       text box.
    2. Enable
      Detail Page
       and
      Edit Page
      .
    3. Select
      1-Column
       layout.
    4. Select
      Left-Right
       tab-key order.
    5. Click
      OK
      .
    The
    Duplicate Leads
     section is added to the
    Lead
     page.
  12. From the
    Lead Layout
     palette, select
    Visualforce Pages
     and drag the Duplicate Leads Visualforce component from the palette to the Duplicate Leads section.
    You can double-click the Duplicate Leads Visualforce component to change the display properties of the component.
  13. Optionally, if you have Data as a Service (DaaS) enabled in your organization, perform the following tasks:
    1. From the
      Lead Layout
       palette, select
      Visualforce Pages
      .
    2. Drag the DaaS Editor Visualforce component from the palette to the
      Address Information
       section.
    3. Click the
      Properties
       icon of the DaaS Editor Visualforce component and increase the height of the component to 300 pixels. Default is 200 pixels.
  14. Click
    Save
     from the
    Lead Layout
     palette.
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