Account Field Sets

Here are the field sets that Customer Success Cloud adds to the Salesforce Account object.

Name

Description

Default Fields

Additional Filter Panel Fields

Defines the additional fields that display in the filter panel on Account Grid.

Note: Only picklist, boolean, date, number, currency, and percent field types display in the Filters panel when added to the field set. Any other field types can be added to the field set but do not display in the Filters panel.
Account, CS Cloud Resource
Account Management Additional Columns

Defines the additional columns that display in the Account Grid component. You can add and remove fields in this field set.

Industry, Annual Revenue, Owner ID