Communities
A collaborative platform to connect and grow with like-minded Informaticans across the globe
Product Communities
Connect and collaborate with Informatica experts and champions
Discussions
Have a question? Start a Discussion and get immediate answers you are looking for
User Groups
Customer-organized groups that meet online and in-person. Join today to network, share ideas, and get tips on how to get the most out of Informatica
Get Started
Community Guidelines
Knowledge Center
Troubleshooting documents, product guides, how to videos, best practices, and more
Knowledge Base
One-stop self-service portal for solutions, FAQs, Whitepapers, How Tos, Videos, and more
Support TV
Video channel for step-by-step instructions to use our products, best practices, troubleshooting tips, and much more
Documentation
Information library of the latest product documents
Velocity (Best Practices)
Best practices and use cases from the Implementation team
Learn
Rich resources to help you leverage full capabilities of our products
Trainings
Role-based training programs for the best ROI
Certifications
Get certified on Informatica products. Free, Foundation, or Professional
Product Learning Paths
Free and unlimited modules based on your expertise level and journey
Resources
Library of content to help you leverage the best of Informatica products
Tech Tuesdays Webinars
Most popular webinars on product architecture, best practices, and more
Product Availability Matrix
Product Availability Matrix statements of Informatica products
SupportFlash
Monthly support newsletter
Support Documents
Informatica Support Guide and Statements, Quick Start Guides, and Cloud Product Description Schedule
Product Lifecycle
End of Life statements of Informatica products
Ideas
Events
Change Request Tracking
Marketplace
English
  • Customer 360 for Salesforce Winter 2020
  • All Products

Table of Contents

Search

  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

Back Next

Step 4. Configuring the Account Search Fields

Step 4. Configuring the Account Search Fields

To configure the account search fields that appear on the
CC360
Account
 page, configure the search field set.
  1. From the
    Setup
     section of the
    CC360 Admin
     tab, click
    Run the Setup Wizard
    .
  2. Under
    Setup
    , click
    Field Set
    .
    The
    Field Set Settings
     page appears.
  3. In the
    Account Field Sets
     section, click
    Edit Account Field Sets
    .
    The
    Account Field Sets
     page appears.
  4. Select
    Edit
     for the
    Account Search Fields
    .
  5. Drag the appropriate fields from the
    Account Search Fields
     palette to the field set list.
  6. Click
    Save
    .
0 COMMENTS
We’d like to hear from you!