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  • Customer 360 for Salesforce Winter 2020
  • 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. Troubleshooting
  14. Custom Settings
  15. Glossary

Administrator Guide

Administrator Guide

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Step 6. Configure the Account, Contact, and Lead Page Layout for Salesforce Classic

Step 6. Configure the Account, Contact, and Lead Page Layout for Salesforce Classic

If you use Salesforce Classic, you must configure the account, contact, and lead page layout to include the DaaS Editor Visualforce component. You can verify the contact details in the record details page only after you add the DaaS Editor Visualforce component to the page layout.
If you use Lightning Experience, you do not need to configure the DaaS Editor component in the record details page.
For more information about configuring the account, contact, and lead page layout, see the
Informatica Cloud MDM - Customer 360 for Salesforce
 Setup Guide
.
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