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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

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Configuring the Leads Home Page

Configuring the Leads Home Page

Configure the lead home page to provide access to
Customer 360 for Salesforce
 functionality, such as synchronization status and duplicate leads.
  1. Override the standard Salesforce Lead page.
  2. Configure the lead page layout.
  3. If you use Lightning Experience, configure the Lightning lead page to include the
    Customer 360 for Salesforce
     Lightning components.
  4. Optionally, restrict converted statuses.
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