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  • 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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Post-Installation Tasks

Post-Installation Tasks

After you complete the installation of CC360, you must perform the following tasks:
  1. Enable Lightning Experience.
  2. Perform initial synchronization.
If your organization uses Salesforce Shield Platform Encryption to encrypt fields, do not encrypt the Account Name and Contact Name fields because CC360 does not support encryption of the Account Name and Contact Name fields.
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