SECTIONSSuccess Plan Field Sets
Customer Success Cloud
The Success Plan object includes the following field sets.
|
Name |
Description | Locations |
Default Fields |
|---|---|---|---|
| Create Success Plan Fields |
Defines the success plan fields that are available when creating blank success plans and success plans from templates. For more information about using different field sets, see Customizing the Creation and Edit Windows. |
Create Success Plan | 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. For more information about using different field sets, see Customizing the Creation and Edit Windows. | Edit Success Plan | Summary |
| Challenges and Risks | |||
| Record Details Panel Success Plan Fields | Defines the success plan fields to display in the Record Details panel of Success Tracker. | Record Details Panel | Account |
| Next Business Review | |||
| Summary |