Setup Guide

Winter 2017

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Configuring the Customer 360 View

Use the setup wizard to configure the Customer 360. You can configure the objects that you can use in the

Customer 360

page. You can add standard objects and custom objects. Default object in Customer 360 is Contacts. You can set the default object by changing the display order.

Based on the Salesforce environment that you use, perform one of the following tasks:

In Salesforce Classic, from the

Setup

section of the

CC360 Admin

tab, click

Run the Setup Wizard

In Lightning Experience, perform the following tasks:

On the navigation menu, click

CC360 Admin

The

Manage CC360

page appears.

From the

Setup

section, click

Run the Setup Wizard

Click

Customer 360 Settings

In the

Related Object Setup

section, perform one of the following tasks:

Click

New

to add an object.

Click

Edit Contact

Edit Lead

, or

Edit Opportunity

to edit the configuration.

The

Customer 360 Settings

page appears.

Configure the following components:

Object Information: Indicates the object that you want to add or configure. The Account Lookup field selects an account relationship field associated with the selected object.
View Filter Information: Indicates a filter logic in the filter criteria.; For example,
MailingCountry='United States'
is a filter logic that searches for records with United States as MailingCountry.; You can validate the filter logic. To validate the filter logic, click
Validate
.
Display Column Information: Indicates the fields that you can view in the Customer 360 page. You can use the predefined field sets or you can select the fields that you want to view in the Customer 360 page.
Display Record Information: Indicates the number of records that you want to display on the Customer 360 page.
Visibility Information: Indicates the custom permission that you want to assign to the object. You can create custom permissions and assign it to a user or to a profile. A user can view the object only if the user has the permission to access the object.