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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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Enabling Lightning Experience

Enabling Lightning Experience

You must enable Lightning Experience to access the CC360 features in Lightning Experience. Enablement of Lightning Experience includes enabling My Domain, disabling LockerService, and configuring a custom tab.
  1. Add a custom domain to your Salesforce organization URL with the My Domain Salesforce feature.
    You must enable My Domain to use CC360 custom Lightning components. You must also deploy the domain to the users.
  2. If you have Salesforce LockerService enabled in your organization, disable the LockerService to use CC360 custom Lightning components.
    LockerService isn't enabled for components with API version 39.0 and lower, which covers any component created before Summer '17.
  3. Create a custom tab to access the Lightning components.
    You can create a tab to access the record creation page.
  4. Add the custom tab to the
    Customer 360 for Salesforce
     application.
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