Success Plan Field Sets

The Success Plan object includes the following field sets.

Success Plan Field Sets

Name

Description Locations

Default Fields

Copy From Template Success Plan Fields

Enables you to define the success plan fields to copy when creating success plans from a template.

  Summary
Challenges and Risks
Edit Success Plan Fields Defines the optional success plan fields when editing success plans. This field set does not support formula fields. Such fields cannot be displayed on the pages where this field set is added. Edit Success Plan Summary
Challenges and Risks