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English
  • Customer 360 for Salesforce Spring 2022
  • All Products

Table of Contents

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

Setup Guide

Setup Guide

Back Next

Step 1. Overriding the Standard Salesforce Account Page

Step 1. Overriding the Standard Salesforce Account Page

You can override the standard Salesforce Account page to access CC360 processes, such as searching for duplicates, verifying addresses, email addresses, and phone numbers, and searching for records. To override the Salesforce Account page, set the
Customer 360 for Salesforce
 Account page to the
New
 button on the Accounts Home page.
  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
        , select
        Customize
        Accounts
        Buttons, Links, and Actions
        .
        The
        Buttons, Links, and Actions: Accounts
         page appears.
      3. In the
        Buttons, Links, and Actions
         table, click
        Edit
         in the
        New
         button row.
        The
        Override Standard Button or Link: New
         page appears.
    • 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
        Objects and Fields
        Object Manager
        .
        The
        Object Manager
         page appears.
      3. Click
        Accounts
        .
        The
        Details
         page appears.
      4. Click
        Buttons, Links, and Actions
        .
        The
        Buttons, Links, and Actions
         page appears.
      5. In the
        New
         button row, click the downward arrow, and select
        Edit
        .
        The
        Override Standard Button or Link: New
         page appears.
  2. Select
    Visualforce page
    , and then select
    Account Scout [DS_AccountScoutPage]
    .
  3. Click
    Save
    .
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