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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

Back Next

Step 2. Configuring the Account Page Layout

Step 2. Configuring the Account Page Layout

You must configure the account page layout to provide access to the
Customer 360 for Salesforce
 account functionality.
  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
        , select
        Customize
        Accounts
        Page Layouts
        .
        The
        Account Page Layout
         page appears.
      3. For
        Account Layout
        , click
        Edit
        .
        The Account enhanced page layout editor appears.
    • 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
        Objects and Fields
        Object Manager
        .
        The
        Object Manager
         page appears.
      3. Click
        Accounts
        .
        The
        Details
         page appears.
      4. Click
        Page Layouts
        .
        The
        Accounts: Page Layouts
         page appears.
      5. In the
        Account Layout
         row, click the downward arrow, and select
        Edit
        .
        The
        Account Layout
         page appears.
  2. From the
    Account Layout
     palette, select
    Buttons
     and drag the
    Consolidated View
     button and
    Find Duplicates
     button to the
    Custom Buttons
     area under
    Account Detail
    .
  3. From the
    Account Layout
     palette, select
    Fields
     and drag the
    Section
     field from the palette to the
    Account
     page layout.
    The
    Section Properties
     window appears.
  4. Configure the
    Customer 360 for Salesforce
     Information section:
    1. Enter
      Customer 360 for Salesforce
       Information
       in the
      Section Name
       text box.
    2. Enable
      Detail Page
       and
      Edit Page
      .
    3. Select
      2-Column
       layout.
    4. Select
      Left-Right
       tab-key order.
    5. Click
      OK
      .
    The
    Customer 360 for Salesforce
     Information section is added to the Account page.
  5. From the
    Account Layout
     palette, select
    Fields
     and drag the following fields from the palette to the
    Customer 360 for Salesforce
     Information section:
    • Country ISO Code field
    • Legal Form field
    • Domain field
    • Synchronize field
  6. From the
    Account Layout
     palette, select
    Related Lists
     and drag the
    Beans
     and
    Master Beans
     related lists from the palette to the Account page layout.
  7. From the
    Account Layout
     palette, select
    Fields
     and drag the
    Section
     field from the palette to the
    Account
     page layout.
    The
    Section Properties
     window appears.
  8. Configure the Duplicate Accounts section:
    1. Enter
      Duplicate Accounts
       in the
      Section Name
       text box.
    2. Enable
      Detail Page
       and
      Edit Page
      .
    3. Select
      1-Column
       layout.
    4. Select
      Left-Right
       tab-key order.
    5. Click
      OK
      .
    The Duplicate Accounts section is added to the Account page.
  9. If you use Salesforce Classic, from the
    Account Layout
     palette, select
    Visualforce Pages
     and drag
    Duplicate Accounts
     to the
    Duplicate Accounts
     section.
    You can double-click the Duplicate Accounts Visualforce component to change the display properties of the component.
    If you use Lightning Experience, you must add the Lightning component to display the duplicate accounts. For more information about adding the Lightning components, see Step 3. Configure the Lightning Account Page.
  10. Optionally, if you have Data as a Service (DaaS) enabled in your organization, perform the following tasks:
    1. From the
      Account Layout
       palette, select
      Visualforce Pages
      .
    2. Drag the DaaS Editor Visualforce component from the palette to the
      Address Information
       section.
    3. Click the
      Properties
       icon of the DaaS Editor Visualforce component and increase the height of the component to 300 pixels. Default is 200 pixels.
  11. From the
    Account Layout
     palette, select
    Fields
     and drag the
    Section
     field from the palette to the
    Account
     page layout.
    The
    Section Properties
     window appears.
  12. Configure the Hierarchy Information section:
    1. Enter
      Hierarchy Information
       in the
      Section Name
       text box.
    2. Enable
      Detail Page
       and
      Edit Page
      .
    3. Select
      1-Column
       layout.
    4. Select
      Left-Right
       tab-key order.
    5. Click
      OK
      .
    The Hierarchy Information section is added to the Account page.
    If you use Lightning Experience, you can add the hierarchy component. For more information about adding the Lightning components, see Step 3. Configure the Lightning Account Page.
  13. From the Account Layout palette, select
    Visualforce Pages
    .
  14. If you have alternate hierarchy mode enabled, based on the Salesforce environment that you use, drag one of the following Account Hierarchy Visualforce component from the palette to the
    Hierarchy Information
     section:
    • Hierarchy
       Visualforce component for Salesforce Classic.
    • Hierarchy V2
       Visualforce component for Lightning Experience.
    Do not add the Hierarchy Edit component to the
    Hierarchy Information
     section because the
    Hierarchy Information
     section does not support the Hierarchy Edit component.
  15. To change the display properties of the component, double-click the Account Hierarchy Visualforce component.
  16. From the Account Layout palette, select
    Fields
     and then drag the Ultimate Parent field, the Ultimate Parent Name field, and the Last Updated field from the palette to the
    Hierarchy Information
     section.
  17. Click
    Save
     from the
    Account Layout
     palette.
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