SECTIONSCustom Settings
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. For more information about maintaining custom settings, see the Salesforce Help.
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 |
|---|---|---|
| Enable Pools with the Same Roles | If selected, resource pools can be created or updated to have the same role as existing resource pools in Certinia Help. | false |
| 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 |
| Activity Tracker Filters Panel Fields | The API name of the field set that defines the additional fields displayed in the Filters panel of Activity Tracker. | Activity_Tracker_Filters_Panel_Fields |
| Add Accounts to Segment Filter Fields | The API name of the field set that defines the additional fields displayed in the Filters panel on the Add Accounts to Segment window. | csc__Add_Accounts_To_Segment_Filters |
| 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 Activity Trigger | If selected, disables the trigger for CS activities. | false |
| Bypass CS Cloud Analytics Setup Trigger | If selected, disables the trigger for CS Cloud analytics setup records. | false |
| Bypass Objective Trigger | If selected, disables the trigger for objectives. | false |
| Bypass Objective KPI Trigger | If selected, disables the trigger for objective KPIs. | 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 Resource Pool Trigger | If selected, disables the trigger for resource pools. | false |
| Bypass Success Plan Trigger | If selected, disables the trigger for success plans. | false |
CS Cloud Create/Edit Field Set Settings
Use these settings to control the behavior of field sets in the creation and edit windows in Customer Success Cloud. This includes both creating blank records and creating them from templates.
| Field | Description | Default Value |
|---|---|---|
| CS Activity Create Fields | The API name of the field set that defines the additional CS activity fields that are available when creating a CS activity. | Create_CS_Activity_Fields |
| CS Activity Edit Fields | The API name of the field set that defines the additional CS activity fields that are available when editing a CS activity. | Edit_CS_Activity_Fields |
| Objective Create Fields | The API name of the field set that defines the additional objective fields that are available when creating blank objectives and objectives from templates. | Copy_From_Template_Objective_Fields |
| Objective Edit Fields | The API name of the field set that defines the additional objective fields that are available when editing an objective. | Edit_Objective_Fields |
| Playbook Create Fields | The API name of the field set that defines the additional playbook fields that are available when creating blank playbooks and playbooks from templates. | Copy_From_Template_Playbook_Fields |
| Playbook Edit Fields | The API name of the field set that defines the additional playbook fields that are available when editing a playbook. | Edit_Playbook_Fields |
| Playbook Task Create Fields |
The API name of the field set that defines the playbook task fields that are copied when creating a playbook task from a parent record template. This field set also defines the fields that are displayed in the Create Playbook Task window. |
Copy_From_Template_Playbook_Task_Fields |
| Playbook Task Edit Fields | The API name of the field set that defines the additional playbook task fields that are available when editing a playbook task. | Edit_Playbook_Task_Fields |
| Success Plan Create Fields | The API name of the field set that defines the additional success plan fields that are available when creating blank success plans and success plans from templates. | Copy_From_Template_Success_Plan_Fields |
| Success Plan Edit Fields | The API name of the field set that defines the additional success plan fields that are available when editing a success plan. | Edit_Success_Plan_Fields |
CS Cloud Notification Settings
Use these settings to control the behavior of notifications in Customer Success Cloud.
| Field | Description | Default Value |
|---|---|---|
| Metric Account Deletion Notifications | If selected, notifications are enabled to alert the user who scheduled the metric account value deletion job or the user who manually deleted metric account value records when the metric account value records have been deleted. | false |
| Playbook Assignment Notifications | If selected, notifications are enabled to alert CS Cloud resources when they have been assigned as the owner of a playbook. | false |