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  1. Preface
  2. Installing Cloud MDM - Customer 360 for Salesforce
  3. Upgrading Cloud MDM - Customer 360 for Salesforce
  4. Assigning Permissions
  5. Configuring Page Layout
  6. Glossary

Step 2. Configuring the Account Page Layout

Step 2. Configuring the Account Page Layout

You must configure the account page layout to provide access to the
CC360
account functionality.
  1. Based on the Salesforce environment that you use, perform one of the following tasks:
    • In Salesforce Classic, perform the following tasks:
      1. In the upper-right corner of the page, select your name, and click
        Setup
        .
      2. Under
        App Setup
        , select
        Customize
        Accounts
        Page Layouts
        .
        The
        Account Page Layout
        page appears.
      3. For
        Account Layout
        , click
        Edit
        .
        The Account enhanced page layout editor appears.
    • In Lightning Experience, perform the following tasks:
      1. Click the quick access menu ( The image shows the quick access menu. 
						), and then click
        Setup
        .
        The
        Setup Home
        page appears.
      2. Under
        PLATFORM TOOLS
        , click
        Objects and Fields
        Object Manager
        .
        The
        Object Manager
        page appears.
      3. Click
        Accounts
        .
        The
        Details
        page appears.
      4. Click
        Page Layouts
        .
        The
        Accounts: Page Layouts
        page appears.
      5. In the
        Account Layout
        row, click the downward arrow, and select
        Edit
        .
        The
        Account Layout
        page appears.
  2. From the
    Account Layout
    palette, select
    Buttons
    and drag the
    Consolidated View
    button and
    Find Duplicates
    button to the
    Custom Buttons
    area under
    Account Detail
    .
  3. From the
    Account Layout
    palette, select
    Fields
    and drag the
    Section
    field from the palette to the
    Account
    page layout.
    The
    Section Properties
    window appears.
  4. Configure the
    CC360
    Information section:
    1. Enter
      CC360
      Information
      in the
      Section Name
      text box.
    2. Enable
      Detail Page
      and
      Edit Page
      .
    3. Select
      2-Column
      layout.
    4. Select
      Left-Right
      tab-key order.
    5. Click
      OK
      .
    The
    CC360
    Information section is added to the Account page.
  5. From the
    Account Layout
    palette, select
    Fields
    and drag the following fields from the palette to the
    CC360
    Information section:
    • Country ISO Code field
    • Legal Form field
    • Domain field
    • Synchronize field
  6. From the
    Account Layout
    palette, select
    Related Lists
    and drag the
    Beans
    and
    Master Beans
    related lists from the palette to the Account page layout.
  7. From the
    Account Layout
    palette, select
    Fields
    and drag the
    Section
    field from the palette to the
    Account
    page layout.
    The
    Section Properties
    window appears.
  8. Configure the Duplicate Accounts section:
    1. Enter
      Duplicate Accounts
      in the
      Section Name
      text box.
    2. Enable
      Detail Page
      and
      Edit Page
      .
    3. Select
      1-Column
      layout.
    4. Select
      Left-Right
      tab-key order.
    5. Click
      OK
      .
    The Duplicate Accounts section is added to the Account page.
  9. If you use Salesforce Classic, from the
    Account Layout
    palette, select
    Visualforce Pages
    and drag
    Duplicate Accounts
    to the
    Duplicate Accounts
    section.
    You can double-click the Duplicate Accounts Visualforce component to change the display properties of the component.
    If you use Lightning Experience, you must add the Lightning component to display the duplicate accounts. For more information about adding the Lightning components, see Step 3. Configure the Lightning Account Page.
  10. Optionally, if you have Data as a Service (DaaS) enabled in your organization, perform the following tasks:
    1. From the
      Account Layout
      palette, select
      Visualforce Pages
      .
    2. Drag the DaaS Editor Visualforce component from the palette to the
      Address Information
      section.
    3. Click the
      Properties
      icon of the DaaS Editor Visualforce component and increase the height of the component to 300 pixels. Default is 200 pixels.
  11. From the
    Account Layout
    palette, select
    Fields
    and drag the
    Section
    field from the palette to the
    Account
    page layout.
    The
    Section Properties
    window appears.
  12. Configure the Hierarchy Information section:
    1. Enter
      Hierarchy Information
      in the
      Section Name
      text box.
    2. Enable
      Detail Page
      and
      Edit Page
      .
    3. Select
      1-Column
      layout.
    4. Select
      Left-Right
      tab-key order.
    5. Click
      OK
      .
    The Hierarchy Information section is added to the Account page.
    If you use Lightning Experience, you can add the hierarchy component. For more information about adding the Lightning components, see Step 3. Configure the Lightning Account Page.
  13. From the Account Layout palette, select
    Visualforce Pages
    .
  14. If you have alternate hierarchy mode enabled, based on the Salesforce environment that you use, drag one of the following Account Hierarchy Visualforce component from the palette to the
    Hierarchy Information
    section:
    • Hierarchy
      Visualforce component for Salesforce Classic.
    • Hierarchy V2
      Visualforce component for Lightning Experience.
    Do not add the Hierarchy Edit component to the
    Hierarchy Information
    section because the
    Hierarchy Information
    section does not support the Hierarchy Edit component.
  15. To change the display properties of the component, double-click the Account Hierarchy Visualforce component.
  16. From the Account Layout palette, select
    Fields
    and then drag the Ultimate Parent field, the Ultimate Parent Name field, and the Last Updated field from the palette to the
    Hierarchy Information
    section.
  17. Click
    Save
    from the
    Account Layout
    palette.

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