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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

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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