Account Field Sets

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

Customer Success Cloud Account Field Sets

Name

 Description Location

Default Fields
Add Accounts to Segment Filter Fields

Defines the additional fields that display in the filters panel in the Add Accounts to Segment window.

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.

 Add Accounts to Segment None
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 Grid 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.

 Account Grid Industry, Annual Revenue, Owner ID