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English
  • Customer 360 for Salesforce Winter 2023
  • All Products

Table of Contents

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  1. Preface
  2. Installing Customer 360 for Salesforce
  3. Upgrading Customer 360 for Salesforce
  4. Assigning Permissions
  5. Configuring Page Layout
  6. Appendix A: Glossary

Setup Guide

Setup Guide

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Configuring the Accounts Home Page

Configuring the Accounts Home Page

Configure the accounts home page to provide access to
Customer 360 for Salesforce
 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
    Customer 360 for Salesforce
     Lightning components.
  4. Configure the account search fields.
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