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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

Configuring the Leads Home Page

Configuring the Leads Home Page

Configure the lead home page to provide access to
CC360
functionality, such as synchronization status and duplicate leads.
  1. Override the standard Salesforce Lead page.
  2. Configure the lead page layout.
  3. If you use Lightning Experience, configure the Lightning lead page to include the
    CC360
    Lightning components.
  4. Optionally, restrict converted statuses.

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