Platform360: Accounts, Contacts, Tasks

The core that is always on in every org: customer base, activities, task calendar and the foundation for custom apps.

What is it for?

Platform360 is always active in all orgs and provides the common base shared by every app: Accounts, Contacts and Tasks. Your custom objects also live here by default.

Accounts

• One company card for customers, prospects and partners: industry, phone, address, website, owner.
• The account page shows related Contacts, Opportunities, Cases, Orders and Invoices at a glance.

Contacts

• Contact cards with name, e-mail, phone, title and the linked account.
• With Marketing360 enabled, consent status, record e-mails and segment memberships appear on the contact page.

Tasks and calendar

• Tasks can be attached to any record: calls, meetings, reminders, with due date, priority and owner.
• The Task Calendar shows your tasks in day/week views; overdue tasks are highlighted on home page lists.
• Completed tasks are written to the related record's activity timeline.

Foundation for custom apps

Custom objects created in the Object Manager appear under Platform360 unless assigned to an app: you can build your own data model even on the base package.