| pse__Allocate_Credits_With_Past_Expiry_Date__c |
Allocate Credits with Past Expiry Date |
Winter 2025 |
If selected, the services credits allocation process consumes the relevant services credits that are available even when their expiry date is in the past.
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Checkbox |
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false |
| pse__Allow_Manual_Allocations__c |
Enable Manual Allocation of Credits |
Spring 2025 |
If selected, enables the ability to allocate services credits to milestones manually. You can select which services credits customer purchase records the credits get drawn from.
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Checkbox |
|
false |
| pse__Default_Purchase_to_Draft__c |
Default SC Customer Purchases to Draft |
Winter 2026 |
If selected, new services credits customer purchases are marked as draft by default. Services credits on a draft purchase are not redeemable until the draft status is removed.
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Checkbox |
|
false |
| pse__Expiry_Grace_Period__c |
Grace Period |
Spring 2025 |
The number of days until which services credits are prevented from expiring. You can manually expire credits on the last day of the grace period, and the bulk expiry will wait until the day after.
|
Number(18,0) |
false |
0 |
| pse__Milestone_Status_No_Allocation_Required__c |
Milestone Status: No Allocation Required |
Winter 2025 |
A comma separated list of statuses of milestones that do not require the allocation of services credits specified on them. Each status in the list must be referenced by its API name. To specify milestones with no status, enter --None--. By default, the milestone statuses Planned, Canceled, and —None– are considered.
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Text(90) |
false |
"Planned,Canceled,--None--" |
| pse__Remove_Business_Unit_Fields__c |
Hide Business Unit Column and Card |
Winter 2026 |
If selected, the Business Unit column and summary card in the Manage Services Credits window are hidden. We recommend enabling this setting if your processes do not use business units.
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Checkbox |
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false |
| pse__Sync_Amount_Paid_With_Value_Per_Credit__c |
Sync Amount Paid with Value per Credit |
Winter 2026 |
If selected, the Amount Paid per Credit field on services credits customer purchases automatically updates to match the value in the Value per Credit field. This overwrites any manually entered values.
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Checkbox |
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false |
