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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

Step 3. Resetting Customer 360 Settings for Lead

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. From the
    Setup
    section of the
    CC360 Admin
    tab, 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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