Account Field Sets

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

Name	Description	Default Fields
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

Concepts

Customer Success Management Workspace

Salesforce Output Connector in CS Cloud Analytics

Tasks

Using Activity Tracker

Creating a CS Activity from a Workspace or App Page

Creating a CS Activity

Setting up Customer Success Cloud

Setting Up Custom Notifications and Flows

Using the Calendars

Using the Playbook Task Manager

Using Team Manager

Using the Playbook Task Portfolio Grid

Creating a Playbook

Deleting a Playbook

Creating an Objective

Creating a Success Plan

Creating a Team

Customizable Lightning Components

Using Success Tracker

Using the Playbook Task Board

Using Account Grid

Account Health Score Dashboard

Customer Success Manager Dashboard