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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 2. Configuring the Lead Page Layout

Step 2. Configuring the Lead Page Layout

Configure the lead page layout to provide access to
Customer 360 for Salesforce
 lead functionality.
  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
        Leads
        Page Layouts
        .
        The
        Lead Page Layout
         page appears.
      3. For
        Lead Layout
        , click
        Edit
        .
        The Contact page layout editor 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
        Leads
        .
        The
        Details
         page appears.
      4. Click
        Page Layouts
        .
        The
        Leads: Page Layouts
         page appears.
      5. In the
        Lead Layout
         row, click the downward arrow, and select
        Edit
        .
        The
        Lead Layout
         page appears.
  2. From the
    Lead Layout
     palette, select
    Buttons
     and drag the
    Consolidated View
     button and
    Convert
     button to the
    Custom Buttons
     area under
    Lead Detail
    .
  3. From the
    Standard Buttons
     area under
    Lead Detail
    , drag the default Salesforce
    Convert
     button to the
    Lead Layout
     palette.
    Salesforce
    Convert
     button is removed from the Lead page layout.
  4. From the
    Lead Layout
     palette, select
    Fields
     and drag the
    Section
     field from the palette to the
    Lead
     page layout.
    The
    Section Properties
     window appears.
  5. Configure the
    Customer 360 for Salesforce
     Information section:
    1. Enter
      Customer 360 for Salesforce
       Information
       in the
      Section Name
       text box.
    2. Enable
      Detail Page
       and
      Edit Page
      .
    3. Select
      2-Column
       layout.
    4. Select
      Left-Right
       tab-key order.
    5. Click
      OK
      .
    The
    CC360 Information
     section is added to the Lead page.
  6. From the
    Lead Layout
     palette, select
    Fields
     and drag the following fields from the palette to the
    CC360 Information
     section:
    • Account field
    • Contact field
    • Country ISO Code field
    • Legal Form field
    • Domain field
    • Customer 360 for Salesforce
       Process field
    • Synchronize field
  7. From the
    Lead Layout
     palette, select
    Related Lists
     and drag the
    Beans
     related list from the palette to the Lead page layout.
  8. From the
    Lead Layout
     palette, select
    Fields
     and drag the
    Section
     field from the palette to the
    Lead
     page layout.
    The
    Section Properties
     window appears.
  9. Configure the Duplicate Leads section:
    1. Enter
      Duplicate Leads
       in the
      Section Name
       text box.
    2. Enable
      Detail Page
       and
      Edit Page
      .
    3. Select
      1-Column
       layout.
    4. Select
      Left-Right
       tab-key order.
    5. Click
      OK
      .
    The
    Duplicate Leads
     section is added to the
    Lead
     page.
  10. If you use Salesforce Classic, from the
    Lead Layout
     palette, select
    Visualforce Pages
     and drag
    Duplicate Leads
     to the
    Duplicate Leads
     section.
    You can double-click the Duplicate Leads Visualforce component to change the display properties of the component.
    If you use Lightning Experience, you must add the Lightning component to display the duplicate leads. For more information about adding the Lightning components, see Step 3. Configure the Lightning Lead Page.
  11. Optionally, if you have Data as a Service (DaaS) enabled in your organization, perform the following tasks:
    1. From the
      Lead Layout
       palette, select
      Visualforce Pages
      .
    2. Drag the DaaS Editor Visualforce component from the palette to the
      Address Information
       section.
    3. Click the
      Properties
       icon of the DaaS Editor Visualforce component and increase the height of the component to 300 pixels. Default is 200 pixels.
  12. Click
    Save
     from the
    Lead Layout
     palette.
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