Preface
Introduction to Informatica Customer 360 for Salesforce
Configuring the Data Cleansing Settings
Managing Batch Jobs
Verifying Addresses, Email Addresses, and Phone Numbers
Synchronizing Salesforce Records with Customer 360 for Salesforce
Managing Duplicate Records
Consolidating Records
Converting External Records to Salesforce Records
Managing Hierarchies
Integrating Customer 360 for Salesforce with Multidomain MDM
Managing Multi-Org
Troubleshooting
- Troubleshooting CC360 Configuration
- Troubleshooting Hierarchies
Appendix A: Custom Settings
Appendix B: Glossary

Administrator Guide

Winter 2023

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Step 6. Configure the Account, Contact, and Lead Page Layout for Salesforce Classic

If you use Salesforce Classic, you must configure the account, contact, and lead page layout to include the DaaS Editor Visualforce component. You can verify the contact details in the record details page only after you add the DaaS Editor Visualforce component to the page layout.

If you use Lightning Experience, you do not need to configure the DaaS Editor component in the record details page.

For more information about configuring the account, contact, and lead page layout, see the

Informatica Customer 360 for Salesforce

Setup Guide

Settings for the Contact Data Verification Process

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