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English
  • 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

Back Next

Step 1. Overriding the Standard Salesforce Account Page

In Salesforce Classic, you can override the standard Salesforce Account page to access CC360 processes such as searching for duplicates, verifying addresses, email addresses, and phone numbers, and searching for records. To configure access to the
CC360
 Account Visualforce page, you must configure the
New
 button on the Accounts Home page.
  1. In the upper-right corner of the page, select your name, and click
    Setup
    .
  2. Under
    App Setup
    , select
    Customize
    Accounts
    Buttons, Links, and Actions
    .
    The
    Buttons, Links, and Actions: Account
     page appears.
  3. In the
    Buttons, Links, and Actions
     table, select
    Edit
     in the
    New
     button row.
    The
    Override Standard Button or Link: New
     page appears.
  4. Enable
    Visualforce Page
     and select
    Account Scout [DSE__DS_AccountScoutPage]
     from the drop down menu.
  5. Select
    Save
    .
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