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sakumar
sakumar
Helper ⭐️
May 26, 2022

New C360/R360 Beta Documentation

  • May 26, 2022
  • 13 replies
  • 530 views

We recommend reading the Change Management article to learn about the new and improved functionalities in the new C360/R360. We'd love to hear your thoughts on how we can improve the following new articles:

  • For detailed information about how to configure the new C360/R360, refer to this Admin Guide.
  • For detailed information about end user experience, refer to the User Guide.

Note: Few of the new C360/R360 articles are still being evaluated, and changes may occur before we make the new 360 experience available to all customers. For any feedback, comment on this post below.

FYI @gopal_rao_kallepu@neelam_mukherjee@Sneha Naranje@Raimy Paulson@Divya@Cornelia@anirbandutta 
 

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    bradley
    bradley
    Expert ⭐️
    June 14, 2022

    Is there a way to preview the beta from the team view on the salesforce account page?

    only way I saw the new view show up in Team View (SFDC widget) was AFTER I published a new layout

      ml2019
      ml2019
      Contributor ⭐️⭐️⭐️⭐️⭐️
      June 14, 2022

      Also, and appologies if I missed this, but where do we configure this status that is showing on the People Section of the beta 360? Is this a person status? 

       

      C
      CrisCosta
      Contributor ⭐️⭐️⭐️
      September 20, 2022

      Hello, 

      We have been testing this on our tenant and have a couple of questions:

      How do we delete automatic timeline entries in bulk - we changed the way we measure health scorecards and some of our accounts have an entry that we would like to remove so it does not show on the customer journey widget.

       

      How do we change the frequency of the automatic timeline entries - we were able to set it up initially but can’t see where we would change it.

       

      We can’t see the customer journey widget, this is what we getting today:

       

      Thanks

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