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

Concepts

Tasks

Setting up Customer Success Cloud

Customizing the Creation and Edit Windows

Setting up Additional Objects in Activity Tracker

Customizable Lightning Components

Setting Up Custom Notifications and Flows

Assigning and Removing Permission Sets

Reference

Custom Settings

Customer Success Cloud Lightning Components

Customer Success Cloud Actions Lightning Component Properties

Account Grid Lightning Component Properties

Activity Tracker Lightning Component Properties

Playbook Task Board Lightning Component Properties

Playbook Task Manager Lightning Component Properties

Playbook Task Portfolio Grid Lightning Component Properties

CS Activity Field Sets

CS Cloud Resource Field Sets

Filter Set Fields

Objective Field Sets

Playbook Field Sets

Playbook Task Field Sets

Success Plan Field Sets

Permission Sets and Other Technical Documentation