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English
  • Customer 360 for Salesforce Summer 2023
  • 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 Contacts Home Page

Configuring the Contacts Home Page

Configure the contacts home page to provide access to
Customer 360 for Salesforce
 functionality, such as synchronization status and duplicate contacts.
  1. Override the standard Salesforce Contact page.
  2. Configure the contact page layout.
  3. If you use Lightning Experience, configure the Lightning contact page to include the
    Customer 360 for Salesforce
     Lightning components.
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