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. Appendix A: Glossary

Configuring the Accounts Home Page

Configuring the Accounts Home Page

Configure the accounts home page to provide access to
CC360
functionality, such as synchronization status, duplicate accounts, and hierarchies.
  1. Override the standard Salesforce Account page.
  2. Configure the account page layout.
  3. If you use Lightning Experience, configure the Lightning account page to include the
    CC360
    Lightning components.
  4. Configure the account search fields.

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