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English
  • Customer 360 for Salesforce Winter 2019
  • All Products

Table of Contents

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  1. Preface
  2. Introduction to Informatica Cloud MDM - Customer 360 for Salesforce
  3. Configuring the Data Cleansing Settings
  4. Managing Batch Jobs
  5. Verifying Addresses, Email Addresses, and Phone Numbers
  6. Synchronizing Salesforce Records with CC360
  7. Managing Duplicate Records
  8. Consolidating Records
  9. Converting External Records to Salesforce Records
  10. Managing Hierarchies
  11. Integrating Cloud MDM - Customer 360 for Salesforce with Multidomain MDM
  12. Managing Multi-Org
  13. Custom Settings
  14. Glossary

Administrator Guide

Administrator Guide

Back Next

Add the Visualforce Page for Real-Time Update

To ensure users can view real-time updates to an account from the Master Org, you need to add a Visualforce page to the account and person account page layouts on each Spoke Org.
  1. Perform one of the following tasks based on the Salesforce environment that you use:
    • In Salesforce Classic, perform the following tasks:
      1. Select your name and click
        Setup
        .
      2. Under
        App Setup
        , select
        Customize
        Accounts
        Page Layouts
        .
    • In Lightning Experience, perform the following tasks:
      1. Click the quick access menu ( The image shows the quick access menu. ) and then
        Setup Home
        .
        The
        Setup Home
         page appears.
      2. Under
        PLATFORM TOOLS
        , select
        Objects and Fields
        Object Manager
        .
        The
        Setup Object Manager
         page appears.
      3. Click
        Account
        .
      4. Under the
        Page Layouts
         section, select
        Account Layout
        .
    The
    Account Page Layout
     page appears.
  2. Click
    Edit
     to edit the account page layout.
  3. Under
    Fields
    , click
    Visualforce Pages
    .
  4. Drag
    CMDExternalUpdate
     page to the layout and specify the properties.
  5. Click
    Save
    .
    Repeat the preceding steps to add the Visualforce page to the person account page layout.
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