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 3. Configure the Lightning Lead Page

Step 3. Configure the Lightning Lead Page

If you use Lightning Experience, configure the Lightning lead 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
    Leads
    .
    The
    Details
     page appears.
  4. Click
    Lightning Record Pages
    .
    The
    Lightning Record Pages
     page appears.
  5. Click the default leads record page.
  6. Click
    Edit
    .
  7. In the
    Lightning Components
     pane, under
    Custom
    , drag
    DS_LT_DuplicateComponent
     to desired position on the canvas.
    Use the
    DS_LT_CC360_Duplicate_Component
     component to display and merge the duplicate records.
  8. Click
    Save
    .
  9. If the lead page layout contains the Duplicate Leads Visualforce component, perform the following tasks:
    1. Click
      Back
      .
    2. Click
      Page Layouts
      .
      The
      Leads: Page Layouts
       page appears.
    3. In the
      Lead Layout
       row, click the downward arrow, and select
      Edit
      .
      The
      Lead Layout
       page appears.
    4. Delete the
      Duplicate Leads
       component from the page layout.
    5. Click
      Save
      .
0 COMMENTS
We’d like to hear from you!