SECTIONSManaging Custom Settings from Setup
Some aspects of Customer Success Cloud are controlled by custom settings. From Setup, go to Custom Code | Custom Settings. You must be signed in with administrator permissions to change these settings. See the Salesforce Help for information on how to maintain custom settings.
Customer Success Cloud Filter Settings
Use these settings to control the behavior of filtering in Customer Success Cloud.
| Field | Description | Default Value |
|---|---|---|
| Playbook Task Filter Panel Fields | The API name of the field set that defines the additional fields displayed in the filters panel on the Playbook Task Portfolio Calendar and Playbook Task Portfolio Grid. | csc__Filter_Panel_Fields |
Customer Success Cloud Templating Settings
Use these settings to manage the behavior of templating in Customer Success Cloud.
| Field | Description | Default Value |
|---|---|---|
| Playbook Task Templating Fields |
The API name of the field set that defines the additional playbook task fields to copy when creating a playbook task from a template. |
Copy_From_Template_Playbook_Task_Fields |
| Playbook Templating Fields | The API name of the field set that defines the additional playbook fields to copy when creating a playbook from a template. | Copy_From_Template_Playbook_Fields |
| Objective Templating Fields | The API name of the field set that defines the additional objective fields to copy when creating an objective from a template. | Copy_From_Template_Objective_Fields |
| Success Plan Templating Fields | The API name of the field set that defines the additional success plan fields to copy when creating a success plan from a template. | Copy_From_Template_Success_Plan_Fields |