Installation and Configuration Guide

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Customizable Resources and Components

You can customize the Customer 360 components and resources based on your specific business needs.

You can perform the following customizations:

Customize the Customer 360 user interface and dashboard components.

Customize the predefined charts on the Customer 360 home page.

Add columns to base object tables, lookup tables, and relationship tables.

Remove fields from the user interface layout for an existing business entity.

Modify the properties of a field. For example, enable a field as searchable, required, read only, or sortable.

Add a business entity.

Add or modify business entity views.

Add or modify hierarchy and network relationships.

You cannot delete an existing hierarchy or network relationship.

Modify triggers, tasks, and templates.

You cannot delete an existing trigger, task, or template.

After you upgrade, you can restore the customization from the

c_repos_co_cs_config

and

c_repos_component_instance

repository tables.

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