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English
  • Customer 360 for Salesforce Winter 2020
  • All Products

Table of Contents

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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

Setup Guide

Setup Guide

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Step 3. Configure the Lightning Account Page

Step 3. Configure the Lightning Account Page

If you use Lightning Experience, you must configure the Lightning account page to include the
CC360
 Lightning components.
  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
    Lightning Record Pages
    .
    The
    Lightning Record Pages
     page appears.
  5. Click the default accounts record page.
  6. Click
    Edit
    .
  7. In the
    Lightning Components
     pane, under
    Custom
    , drag the following components to the desired position on the canvas:
    • DS_LT_CC360_Duplicate_Component
      . Displays the duplicate records. You can merge the duplicate records.
    • DS_LT_CC360_Hierarchy_Component
      . Displays the hierarchy. You can edit the hierarchy.
  8. Click
    Save
    .
  9. If the account page layout contains the Duplicate Accounts Visualforce component, perform the following tasks:
    1. Click
      Back
      .
    2. Click
      Page Layouts
      .
      The
      Accounts: Page Layouts
       page appears.
    3. In the
      Account Layout
       row, click the downward arrow, and select
      Edit
      .
      The
      Account Layout
       page appears.
    4. Delete the
      Duplicate Accounts
       component from the page layout.
    5. Click
      Save
      .
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