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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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Changing the Display Order of Objects

Changing the Display Order of Objects

You can change the display order of the objects that you view in the Customer 360 page. The object that you move to the top functions as the default object. The Customer 360 page displays the records based on the selected object.
To change the display order of the objects, perform the following tasks:
  1. From the
    Setup
     section of the
    CC360 Admin
     tab, click
    Run the Setup Wizard
    .
  2. Click
    Customer 360 Settings
    .
    The
    Customer 360 Settings
     page appears.
  3. Click
    Change Display Order
    .
  4. Click the up or down arrow to move the objects.
    The object that you move to the top functions as the default object.
  5. Click
    Save
    .
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