CS_Cloud_Templating_Settings__c

Label: CS Cloud Create/Edit Field Set Settings

Contains settings that control the behavior of field sets in the creation and edit windows, including creating records from templates in the creation windows, in Customer Success Cloud.

Field Name	Field Label	Created in Version	Description	Type	Default Value
CS_Activity_Create_Field_Set__c	CS Activity Create Fields	September 2024	The API name of the field set that defines the additional CS activity fields that are available when creating a CS activity.	Text(59)	"Create_CS_Activity_Fields"
CS_Activity_Edit_Field_Set__c	CS Activity Edit Fields	Summer 2024	The API name of the field set that defines the additional CS activity fields that are available when editing a CS activity.	Text(59)	"Edit_CS_Activity_Fields"
Objective_Edit_Field_Set__c	Objective Edit Fields	Summer 2024	The API name of the field set that defines the additional objective fields that are available when editing an objective.	Text(59)	"Edit_Objective_Fields"
Objective_Templating_Field_Set__c	Objective Create Fields	August 2023	The API name of the field set that defines the additional objective fields that are available when creating blank objectives and objectives from templates.	Text(59)	"Copy_From_Template_Objective_Fields"
Playbook_Edit_Field_Set__c	Playbook Edit Fields	Summer 2024	The API name of the field set that defines the additional playbook fields that are available when editing a playbook.	Text(59)	"Edit_Playbook_Fields"
Playbook_Task_Edit_Field_Set__c	Playbook Task Edit Fields	Summer 2024	The API name of the field set that defines the additional playbook task fields that are available when editing a playbook task.	Text(59)	"Edit_Playbook_Task_Fields"
Playbook_Task_Templating_Field_Set__c	Playbook Task Create Fields	August 2023	The API name of the field set that defines the playbook task fields that are copied when creating a playbook task from a parent record template. This field set also defines the fields that are displayed in the Create Playbook Task window.	Text(59)	"Copy_From_Template_Playbook_Task_Fields"
Playbook_Templating_Field_Set__c	Playbook Create Fields	August 2023	The API name of the field set that defines the additional playbook fields that are available when creating blank playbooks and playbooks from templates.	Text(59)	"Copy_From_Template_Playbook_Fields"
Success_Plan_Edit_Field_Set__c	Success Plan Edit Fields	Summer 2024	The API name of the field set that defines the additional success plan fields that are available when editing a success plan.	Text(59)	"Edit_Success_Plan_Fields"
Success_Plan_Templating_Field_Set__c	Success Plan Create Fields	August 2023	The API name of the field set that defines the additional success plan fields that are available when creating blank success plans and success plans from templates.	Text(59)	"Copy_From_Template_Success_Plan_Fields"