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

Step 1. Overriding the Standard Salesforce Lead Page

Step 1. Overriding the Standard Salesforce Lead Page

You can override the standard Salesforce Lead page to access CC360 processes, such as searching for duplicates, verifying addresses, email addresses, and phone numbers, and searching for records. To override the Salesforce Lead page, set the
Customer 360 for Salesforce
Lead page to the
New
button on the Leads Home page.
  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
        Leads
        Buttons, Links, and Actions
        .
        The
        Buttons, Links, and Actions: Leads
        page appears.
      3. In the
        Buttons, Links, and Actions
        table, click
        Edit
        in the
        New
        button row.
        The
        Override Standard Button or Link: New
        page 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
        Leads
        .
        The
        Details
        page appears.
      4. Click
        Buttons, Links, and Actions
        .
        The
        Buttons, Links, and Actions
        page appears.
      5. In the
        New
        button row, click the downward arrow, and select
        Edit
        .
        The
        Override Standard Button or Link: New
        page appears.
  2. Select
    Visualforce page
    , and then select
    Lead Scout [DS_LeadScoutPage]
    .
  3. Click
    Save
    .

0 COMMENTS

We’d like to hear from you!