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English
  • Customer 360 for Salesforce Winter 2023
  • All Products

Table of Contents

Search

  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 4. Configuring the Account Search Fields

Step 4. Configuring the Account Search Fields

To configure the account search fields that appear on the
Customer 360 for Salesforce
Account
 page, configure the search field set.
  1. From the
    Setup
     section of the
    CC360 Admin
     tab, click
    Run the Setup Wizard
    .
  2. Under
    Setup
    , click
    Field Set
    .
    The
    Field Set Settings
     page appears.
  3. In the
    Account Field Sets
     section, click
    Edit Account Field Sets
    .
    The
    Account Field Sets
     page appears.
  4. Select
    Edit
     for the
    Account Search Fields
    .
  5. Drag the appropriate fields from the
    Account Search Fields
     palette to the field set list.
  6. Click
    Save
    .
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