SECTIONSSuccess Plan Field Sets
The Success Plan object includes the following field sets.
|
Name |
Description | Locations |
Default Fields |
|---|---|---|---|
| Activity Tracker Success Plan Fields | Defines the success plan fields to display in the record details panel of Activity Tracker. | Activity Tracker | Summary |
| 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 | |||
| Success Plan Search Window Columns | Used to display columns in the table in the Select Success Plan window. | Select Success Plan | Success Plan Name |
| Account | |||
| Effective Date | |||
| Status | |||
| Success Tracker 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 |