CS Activity Field Sets

The CS Activity object includes the following field sets.

CS Activity Field Sets
Name Description Location Default Fields
Activity Tracker CS Activity Fields Defines the CS activity fields to display in the record details panel in the monthly sections of Activity Tracker. Activity Tracker Notes
Activity Tracker Filters Panel Fields

Defines the additional fields available in the Filters panel of Activity Tracker.

Note:

Only record type, 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.

 Activity Tracker Success Plan
Objective
Objective KPI
Playbook
Create CS Activity Fields Defines the CS activity fields that are available when creating CS activities. For more information about using different field sets, see Customizing the Creation and Edit Windows. Create CS Activity —
Edit CS Activity Fields Defines the optional CS activity fields when editing CS activities. For more information about using different field sets, see Customizing the Creation and Edit Windows. Edit CS Activity —