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English
  • Customer 360 for Salesforce Winter 2021
  • 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. Appendix A: 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
      .
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