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English
  • Customer 360 for Salesforce Spring 2021
  • All Products

Table of Contents

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  1. Preface
  2. Installing Cloud MDM - Customer 360 for Salesforce
  3. Upgrading Cloud MDM - Customer 360 for Salesforce
  4. Assigning Permissions
  5. Configuring Page Layout
  6. Appendix A: Glossary

Setup Guide

Setup Guide

Back Next

Step 2. Complete the Setup for CC360

Step 2. Complete the Setup for
CC360

To complete the setup for
CC360
, create a data set named Active with
Setup Completed
 enabled.
  1. Based on the Salesforce environment that you use, perform one of the following tasks:
    • In Salesforce Classic, perform the following tasks:
      1. In the upper-right corner of the page, select your name, and click
        Setup
        .
      2. Under
        App Setup
        , click
        Develop
        Custom Settings
        .
    • In Lightning Experience, perform the following tasks:
      1. Click the quick access menu ( The image shows the quick access menu. ), and then click
        Setup
        .
        The
        Setup Home
         page appears.
      2. Under
        PLATFORM TOOLS
        , click
        Custom Code
        Custom Settings
        .
    The
    Custom Settings
     page appears.
  2. Select
    Manage
     for
    CC360 Settings
    .
    The
    Custom Setting
    CC360 Settings
     page appears.
  3. Click
    New
    .
    The
    CC360 Settings Edit
     page appears.
  4. In the
    Name
     text box, enter
    Active
    .
  5. Select
    Setup Completed
     and click
    Save
    .
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