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English
  • Customer 360 for Salesforce Spring 2021
  • All Products

Table of Contents

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  1. Preface
  2. Introduction to Informatica Cloud MDM - Customer 360 for Salesforce
  3. Creating or Searching Records for Salesforce Objects
  4. Managing Duplicate Records
  5. Consolidating Records
  6. Converting Leads
  7. Hierarchies
  8. Appendix A: Glossary

User Guide

User Guide

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Step 1. Open the Account, Contact, and Lead Scout Pages

Step 1. Open the Account, Contact, and Lead Scout Pages

You can open the Account, Contact, and Lead Scout pages from the Salesforce Classic.
Perform one of the following tasks based on the Scout page that you want to open:
  • To open the Account Scout page, perform the following tasks:
    1. On the
      Accounts
       tab, in the
      Recent Accounts
       section, click
      New
      .
    2. If record type is enabled for your organization, select a record type for the new record.
      You can select from the list of supported record types of your organization.
    3. Click
      Continue
      .
      The Account Scout page appears.
  • To open the Contact Scout page, on the
    Contacts
     tab, in the
    Recent Contacts
     section, click
    New
    .
    The Contact Scout page appears.
  • To open the Lead Scout page, on the
    Leads
     tab, in the
    Recent Leads
     section, click
    New
    .
    The Lead Scout page appears.
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