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  • Customer 360 for Salesforce Winter 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

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Configuring Page Layout Overview

After you install
CC360
, you can configure the page layouts to provide access to
CC360
 features such as Duplicate Accounts, Other Duplicates, and Consolidated View. Use page layouts to configure the layout of detail and edit pages in CC360.
Configure the following page components on the account, contact, and lead details pages:
Account
Normalizes the account information to prevent record duplication.
Beans related lists
Displays the data contained in the bean columns.
Consolidated View button
Displays the consolidated data and data sources for the record in the Data Manager.
Contact
Normalizes the contact information to prevent record duplication.
Country ISO field
Normalizes the country information to prevent record duplication.
DaaS Editor
Allows you to verify the contact details, such as addresses, email addresses, and phone numbers. Available only if you configure a DaaS Editor page for the specific object.
Domain field
Normalizes the web domain address to prevent record duplication
Duplicate section
Contains the Duplicate Visualforce component.
Duplicate Visualforce component
Displays records that
CC360
 identifies as duplicates of the record you are viewing.
Find Duplicates button
Searches for records
CC360
 identifies as duplicates of the record you are viewing.
Hierarchy Information section
Contains the Hierarchy Visualforce component.
Hierarchy Visualforce component
Displays hierarchies that contain the account record you are viewing.
Legal Form field
Normalizes differences in the legal form, such as Ltd. and Limited, to prevent record duplication.
Master beans related lists
Displays the data contained in the master bean columns.
New button
Configure the New button so the button launches the
CC360
 Visualforce Account page. The
CC360
 Visualforce page prevents users from entering duplicate records and replaces the Salesforce page.
Synchronize field
You can flag an account to synchronize during batch synchronization. You can also verify that an account is synchronized.
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