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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

Back Next

Step 2. Complete the Setup for CC360

Step 2. Complete the Setup for
CC360

To complete the setup for
CC360
, create a data set named Active with
Setup Completed
 enabled.
  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
        , click
        Develop
        Custom Settings
        .
    • 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
        Custom Code
        Custom Settings
        .
    The
    Custom Settings
     page appears.
  2. Select
    Manage
     for
    CC360 Settings
    .
    The
    Custom Setting
    CC360 Settings
     page appears.
  3. Click
    New
    .
    The
    CC360 Settings Edit
     page appears.
  4. In the
    Name
     text box, enter
    Active
    .
  5. Select
    Setup Completed
     and click
    Save
    .
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