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  • 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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Post-Upgrade Tasks

Post-Upgrade Tasks

After you upgrade to the latest version of
Customer 360 for Salesforce
, you must reset the Address Verification related settings for your organization, reset the Customer 360 settings for lead, and optionally, delete the null transaction entries in the EventQueue table.
After you upgrade
Customer 360 for Salesforce
, perform the following tasks:
  1. Reset the Address Verification related settings.
  2. Optionally, delete the null transaction entries in the EventQueue table.
  3. Reset Customer 360 settings for lead.
  4. Import Merge Fields from Field Sets.
  5. Import DaaS fields for geocoding and phone number verification.
  6. Migrate merge rules.
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