Configuring Salesforce for Business 360

1. 1Log in to Salesforce.
2. 2To create a custom field for accounts or contacts, based on the Salesforce environment that you use, perform one of the following steps:
• - In Salesforce Classic, perform the following tasks:
1. 1Click Setup in the upper-right corner of the header.
2. 2Under Build, expand Customize > Accounts | Contacts, and click Fields.
3. 3In the Account Custom Fields & Relationship section, click New.
• - In Lightning Experience, perform the following tasks:
1Click the quick access menu (), and then click Setup.
The Setup Home page appears.
1. 2Under PLATFORM TOOLS, click Objects and Fields > Object Manager.
The Setup Object Manager page appears.
2. 3Click Accounts | Contacts.
3. 4On the side bar, click Fields & Relationships, and then click New.
3. 3To create the Customer360 Id custom field, perform the following steps:
1. aSelect Text, and then click Next.
2. bSet the field label to Customer360 Id and field label to Customer360_Id.
The field name is auto-populated with Customer360_Id.
3. cSet the length of the field to 100, and then click Next.
4. dSelect the profiles to which you want to grant edit access to the field, and then click Next.
5. eAdd the custom field to the required layouts.
6. fClick Save and New.
4. 4To create the Customer360 Sync Date custom field, perform the following steps:
1. aSelect Date/Time, and then click Next.
2. bSet the field name to Customer360_Sync_Date.
3. cSet the field label to Customer360 Sync Date.
4. dSet the default value to DATETIMEVALUE("1900-01-01 00:00:00"), and then click Next.
5. eSelect the profiles to which you want to grant edit access to the field, and then click Next.
6. fAdd the custom field to the required layouts.
7. gClick Save.