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English
  • Customer 360 for Salesforce Summer 2017
  • All Products

Table of Contents

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  1. Preface
  2. Installing Informatica Cloud Customer 360
  3. Upgrading Informatica Cloud Customer 360
  4. Configuring Page Layout
  5. Glossary

Setup Guide

Setup Guide

Back Next

Step 2. Configuring the Contact Page Layout

Configure the contact page layout to provide access to
CC360
 contact functionality.
  1. In the upper-right corner of the page, select your name, and click
    Setup
    .
  2. Under
    App Setup
    , select
    Customize
    Contacts
    Page Layouts
    .
    The
    Contact Page Layout
     page appears.
  3. Select
    Edit
     for the Contact Layout.
    The Contact enhanced page layout editor appears.
  4. From the
    Contact Layout
     palette, select
    Buttons
     and drag the
    Consolidated View
     button and
    Find Duplicates
     button to the
    Custom Buttons
     area under
    Contact Detail
    .
  5. From the
    Contact Layout
     palette, select
    Fields
     and drag the
    Section
     field from the palette to the
    Contact
     page layout.
    The
    Section Properties
     window appears.
  6. Configure the
    CC360
     Information section:
    1. Enter
      CC360
       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 Contact page.
  7. From the
    Contact Layout
     palette, select
    Fields
     and drag the following fields from the palette to the
    CC360
     Information section:
    • Country ISO Code field
    • Legal Form field
    • Domain field
    • Synchronize field
  8. From the
    Contact Layout
     palette, select
    Related Lists
     and drag the
    Beans
     related list from the palette to the Contact page layout.
  9. From the
    Contact Layout
     palette, select
    Fields
     and drag the
    Section
     field from the palette the
    Contact
     page layout.
    The
    Section Properties
     window appears.
  10. Configure the Duplicate Contacts section:
    1. Enter
      Duplicate Contacts
       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 Contacts
     section is added to the
    Contact
     page.
  11. From the
    Contact Layout
     palette, select
    Visualforce Pages
     and drag the Duplicate Contacts Visualforce component from the palette to the Duplicate Contacts section.
    You can double-click the Duplicate Contacts Visualforce component to change the display properties of the component.
  12. Optionally, if you have Data as a Service (DaaS) enabled in your organization, perform the following tasks:
    1. From the
      Contact 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.
  13. Click
    Save
     from the
    Contact Layout
     palette.
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