Managing Custom Settings from Setup

Some aspects of Customer Success Cloud – PSA Connector 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 – PSA Connector Resource Management Settings

Use these settings to control the behavior of resource management in Customer Success Cloud – PSA Connector.

Customer Success Cloud – PSA Connector Resource Management Settings Fields

Action	Description
Create Resource Request Task Columns	API name of the field set that contains the playbook task fields displayed in the Create PSA Resource Request window when creating PSA resource requests.

Customer Success Cloud – PSA Connector Process Settings

Use these settings to control the behavior of system processes in Customer Success Cloud – PSA Connector.

Warning:

Administrators should thoroughly test the bypassing of these triggers before enabling the custom settings fields in their production org.

Customer Success Cloud – PSA Connector Process Settings Fields

Action	Description
Bypass Playbook Task Trigger	If selected, disables the trigger for playbook tasks.
Bypass Playbook Task Assignment Trigger	If selected, disables the trigger for playbook tasks assignments.
Bypass Assignment Trigger	If selected, disables the trigger for assignments in PSA.
Bypass Project Trigger	If selected, disables the trigger for projects.