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.
CS Cloud Account Settings
Use these settings to control the behavior of account components in Customer Success Cloud.
| Field | Description | Default Value |
|---|---|---|
| Account Grid Field Set | The API name of the field set that defines the additional fields displayed in the Account Grid. | Account_Management_Additional_Columns |
CS Cloud Settings
Use these settings to control the behavior of Customer Success Cloud.
| Field | Description | Default Value |
|---|---|---|
| Playbook Task Completed Status | Defines the values in the playbook task Status field that, when selected, automatically set the task to completed. | Completed |
CS Cloud Filter Settings
Use these settings to control the behavior of filtering in Customer Success Cloud.
| Field | Description | Default Value |
|---|---|---|
| Account Filter Panel Fields | The API name of the field set that defines the additional fields displayed in the filters panel on the Account Grid. | csc__Filter_Panel_Fields |
| Add Team Members Additional Filter Fields | The API name of the field set that defines the additional fields displayed in the filters panel in the Add Team Members window in the Team Management tab of the Team object. | csc__Add_Team_Member_Additional_Filter_Fields |
| Allocate Resources Filter Fields | The API name of the field set that defines the additional fields displayed in the filters panel in the Allocate Resources window in the resourcing tab of the record. | csc__Resourcing_Additional_Filter_Fields |
| 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 |
CS Cloud Preference Panel Settings
Use these settings to control the behavior of preference panels in Customer Success Cloud.
| Field | Description | Default Value |
|---|---|---|
| Playbook Task Board Swimlane Fields | The API name of the field set that defines the swimlane options displayed in the preference panel on the Playbook Task Board components. | Playbook_Task_Board_Swimlanes |
CS Cloud Process Settings
Use these settings to control the behavior of system processes in Customer Success Cloud.
| Field | Description | Default Value |
|---|---|---|
| Bypass CS Cloud Analytics Setup Trigger | If selected, disables the trigger for CS Cloud analytics setup records. | false |
| Bypass Playbook Trigger | If selected, disables the trigger for playbooks. | false |
| Bypass Playbook Task Trigger | If selected, disables the trigger for playbook tasks. | false |
| Bypass Playbook Task Assignment Trigger |
If selected, disables the trigger for playbook task assignments. |
false |
| Bypass Resource Trigger | If selected, disables the trigger for resources. | false |
| Bypass Success Plan Trigger | If selected, disables the trigger for success plans. | false |
CS 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 |