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 |
| Activity Account Not Required | If selected, the Account field on the Create CS Activity window is optional. | False |
CS Cloud Expansion Opportunity Settings
Use these settings to control the behavior of expansion opportunities in Customer Success Cloud.
| Field | Description | Default Value |
|---|---|---|
| Close Date Offset | The date offset in days used to calculate the close date when creating an opportunity from an expansion opportunity. | 60 |
| Lead Source Default Value | The default value for the opportunity lead source when creating an opportunity from an expansion opportunity. | "Other" |
| Stage Name Default Value | The default value for the opportunity stage name when creating an opportunity from an expansion opportunity. | "Qualification" |
| Type Default Value | The default value for the opportunity type when creating an opportunity from an expansion opportunity. | "Existing Customer - Upgrade" |
CS Cloud Product Settings
Use these settings to control the behavior of product components in Customer Success Cloud.
| Field | Description | Default Value |
|---|---|---|
| Enable Product Hierarchy | If selected, only products assigned to the parent record associated with the record you are creating or editing are available in the Product field. | false |
| Product Grid Field Set | The API name of the field set that defines the additional fields displayed in the Product Grid. | "Product_Management_Additional_Columns" |
CS Cloud Settings
Use these settings to control the behavior of Customer Success Cloud.
| Field | Description | Default Value |
|---|---|---|
| Auto-Fill Playbook Start and End Dates | If selected, when a playbook is marked as completed, its blank start and end dates are automatically populated with today's date. | false |
| Auto-Fill Task Start and End Dates | If selected, when a playbook task is marked as completed, its blank start and end dates and times are automatically populated with the current date and time. | false |
| Enable Pools with the Same Role and Region | If selected, resource pools can be created or updated to have the same role and region as existing resource pools in Customer Success Cloud. | false |
| Objective Blocked Statuses | The comma-separated values in the objective Status field that set the related objective key performance indicators as blocked. | Blocked |
| Playbook Completed Stages | The comma-separated playbook stages that set playbooks as completed. | Completed |
| 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 Grid Filters 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 |
| Account Grid Product Filters Fields | The API name of the field set that defines the additional product fields displayed in the Filters panel on the Account Grid. | csc__Account_Grid_Product_Filters_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. | csc__Activity_Tracker_Filters_Panel_Fields |
| Activity Tracker Product Filters Fields | The API name of the field set that defines the additional product fields displayed in the Filters panel of Activity Tracker. | csc__Activity_Tracker_Product_Filters_Fields |
| Add Accounts to Product Filter Fields | The API name of the field set that defines the additional fields displayed in the Filters panel on the Add Accounts to Product window. | csc__Add_Accounts_To_Product_Filters |
| 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 Accounts to Timesheet Filter Fields | The API name of the field set that defines the additional fields displayed in the Filters panel on the Add Accounts to Timesheet window. | csc__Add_Accounts_To_Timesheet_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 |
| Mass Allocate Playbooks Filter Fields | The API name of the field set that defines the additional fields displayed in the Filters panel in the Mass Allocate Playbooks window in the Customer Success Management Workspace. | csc_Mass_Allocate_Playbook_Filter_Fields |
| Objective Template Filters Panel Fields | The API name of the field set that defines the additional fields displayed in the Filters panel in the Select an Objective Template section of the Create Objective window. | csc__Objective_Template_Filters_Panel_Fields |
| Playbook Template Filters Panel Fields | The API name of the field set that defines the additional fields displayed in the Filters panel in the Select a Playbook Template section of the Create Playbook window. | csc__Playbook_Template_Filters_Panel_Fields |
| Task Management Filters 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 |
| Success Plan Template Filters Fields | The API name of the field set that defines the additional fields displayed in the Filters panel in the Select a Success Plan Template section of the Create Success Plan window. | csc__Success_Plan_Template_Filters_Fields |
| Task Management Product Filters Fields | The API name of the field set that defines the additional product fields displayed in the Filters panel on the Playbook Task Portfolio Calendar and Playbook Task Portfolio Grid. | csc__Task_Management_Product_Filters_Fields |
| Value Tracker Filters Panel Fields | The API name of the field set that defines the additional fields displayed in the Filters panel of Value Tracker. | Value_Tracker_Filter_Panel_Fields |
| Value Tracker Product Filters Fields | The API name of the field set that defines the additional product fields displayed in the Filters panel of Value Tracker. | csc__Value_Tracker_Product_Filters_Fields |
CS Cloud AI Summary Settings
Use these settings to control the behavior of AI summaries in CS Cloud.
| Field | Description | Default Value |
|---|---|---|
| Account Summary Highlights Fields | The API name of the field set that defines the additional fields displayed in the Account Highlights section of the Generate Account Summary window. | Account_Summary_Highlights_Fields |
CS Cloud Playbook AI Summary Settings
Use these settings to control the behavior of the AI Summary component in CS Cloud.
| Field | Description | Default Value |
|---|---|---|
| Account Highlights Field Set | The API name of the field set that defines the additional fields in the Account Summary section on the Playbook AI Summary. | Playbook_Summary_Account_Highlights |
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 Account CS Cloud Segment Trigger | If selected, disables the trigger for account CS segments. | false |
| Bypass Account CS Resource Trigger | If selected, disables the trigger for account CS resources. | false |
| Bypass Account Product Trigger | If selected, disables the trigger for account products. | false |
| Bypass Account Resourcing Trigger | If selected, disables the trigger for account resourcing. | false |
| Bypass Business Challenge Trigger | If selected, disables the trigger for business challenges. | false |
| 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 Expansion Opportunity Trigger | If selected, disables the trigger for expansion opportunities. | false |
| Bypass Expansion Opp. Product Trigger | If selected, disables the trigger for expansion opportunity products. | false |
| Bypass Objective Trigger | If selected, disables the trigger for objectives. | false |
| Bypass Objective Business Trigger | If selected, disables the trigger for objective business challenges. | false |
| Bypass Objective KPI Trigger | If selected, disables the trigger for objective KPIs. | false |
| Bypass Objective Product Trigger | If selected, disables the trigger for objective products. | false |
| Bypass Playbook CS Resource Trigger | If selected, disables the trigger for playbook CS resource. | false |
| Bypass Playbook Trigger | If selected, disables the trigger for playbooks. | false |
| Bypass Playbook Product Trigger | If selected, disables the trigger for playbook products. | 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 CS Resource Trigger | If selected, disables the trigger for the success plan CS resource. | false |
| Bypass Success Plan Trigger | If selected, disables the trigger for success plans. | false |
| Bypass Success Plan Product Trigger | If selected, disables the trigger for success plan products. | false |
CS Cloud Product Settings
Use these settings to control the behavior of product components in Customer Success Cloud.
| Field | Description | Default Value |
|---|---|---|
| Product Grid Field Set | The API name of the field set that defines the additional fields displayed in the Product Grid. | Product_Management_Additional_Columns |
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 |
|---|---|---|
| Account Assignment Notifications | If selected, notifications are enabled to alert CS Cloud Resources when they have been assigned as the owner of an account. | false |
| 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 |
| Objective Assignment Notifications | If selected, notifications are enabled to alert CS Cloud Resources when they have been assigned as the owner of an objective. | 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 |
| Playbook Task Assignment Notifications | If selected, notifications are enabled to alert CS Cloud Resources when they have been assigned as the owner of a playbook task. | false |
| Playbook Task Completion Notifications | If selected, notifications are enabled to alert playbook owners when all playbook tasks associated with a playbook are complete. | false |
| Resource Skill Assignment Notifications | If selected, notifications are enabled to alert CS Cloud Resources when they have been assigned a skill. | false |
| Success Plan Assignment Notifications | If selected, notifications are enabled to alert CS Cloud Resources when they have been assigned as the owner of a success plan. | false |
CS Cloud Record Details Panel Settings
Use these settings to control the behavior of the record details panel in Activity Tracker and Success Tracker in Customer Success Cloud.
|
Field |
Description |
Default Value |
|---|---|---|
| Activity Tracker CS Activity Fields | The API name of the field set that defines the CS activity fields displayed in the record details panel of Activity Tracker. | Activity_Tracker_CS_Activity_Fields |
| Activity Tracker Objective Fields | The API name of the field set that defines the objective fields displayed in the record details panel of Activity Tracker. | Activity_Tracker_Objective_Fields |
| Activity Tracker Objective KPI Fields | The API name of the field set that defines the objective key performance indicator fields displayed in the record details panel of Activity Tracker. | Activity_Tracker_Objective_KPI_Fields |
| Activity Tracker Playbook Fields | The API name of the field set that defines the playbook fields displayed in the record details panel of Activity Tracker. | Activity_Tracker_Playbook_Fields |
| Activity Tracker Playbook Task Fields | The API name of the field set that defines the playbook task fields displayed in the record details panel of Activity Tracker. | Activity_Tracker_Playbook_Task_Fields |
| Activity Tracker Success Plan Fields | The API name of the field set that defines the success plan fields displayed in the record details panel of Activity Tracker. | Activity_Tracker_Success_Plan_Fields |
| Success Tracker Objective Fields | The API name of the field set that defines the objective fields displayed in the Record Details panel of Success Tracker. | Record_Details_Panel_Objective_Fields |
| Success Tracker Playbook Fields | The API name of the field set that defines the playbook fields displayed in the Record Details panel of Success Tracker. | Record_Details_Panel_Playbook_Fields |
| Success Tracker Playbook Task Fields | The API name of the field set that defines the playbook task fields displayed in the Record Details panel of Success Tracker. | Record_Details_Panel_Task_Fields |
| Success Tracker Success Plan Fields | The API name of the field set that defines the success plan fields displayed in the Record Details panel of Success Tracker. | Record_Details_Panel_Success_Plan_Fields |
CS Cloud Record Search Window Settings
Contains settings that control the behavior of the table columns in the record search windows in Customer Success Cloud.
| Field | Description | Default Value |
|---|---|---|
| Account Search Window Columns | The API name of the field set that defines the table columns displayed in the Select Account window. | Account_Search_Window_Columns |
| Objective KPI Search Window Columns | The API name of the field set that defines the table columns displayed in the Select Objective KPI window. | Objective_KPI_Search_Window_Columns |
| Objective Search Window Columns | The API name of the field set that defines the table columns displayed in the Select Objective window. | Objective_Search_Window_Columns |
| Playbook Search Window Columns | The API name of the field set that defines the table columns displayed in the Select Playbook window. | Playbook_Search_Window_Columns |
| Success Plan Search Window Columns | The API name of the field set that defines the table columns displayed in the Select Success Plan window. | Success_Plan_Search_Window_Columns |
CS Cloud Time Entry Settings
Use these settings to control the behavior of time entry in Customer Success Cloud.
| Field | Description | Default Value |
|---|---|---|
| Show Objective Time | If selected, objective time is displayed in the Time Entry Grid. | false |
| Show Success Plan Time | If selected, success plan time is displayed in the Time Entry Grid. | false |
| Task Time Entry Mode | If selected, time can only be entered against task and miscellaneous records when using the Time Entry Grid. Time is reflected in the daily hours columns on associated parent records. | false |
CS Account Allocation Rank Settings
Use these settings to control the behavior of resource allocation ranking in the Account object.
|
Field |
Description |
Default Value |
|---|---|---|
| Playbook Priority | The priority of the Playbook in the resource allocation ranking calculation. | 4 |
| Role Priority | The priority of the Role in the resource allocation ranking calculation. | 1 |
| Skill Priority | The priority of the Skills in the resource allocation ranking calculation. | 2 |
| Success Plan Priority | The priority of the Success Plan in the resource allocation ranking calculation. | 3 |
CS Objective Allocation Rank Settings
Use these settings to control the behavior of resource allocation ranking in the Objective object.
|
Field |
Description |
Default Value |
|---|---|---|
| Playbook Priority | The priority of the Playbook in the resource allocation ranking calculation. | 3 |
| Role Priority | The priority of the Role in the resource allocation ranking calculation. | 1 |
| Success Plan Priority | The priority of the Success Plan in the resource allocation ranking calculation. | 2 |
CS Playbook Allocation Rank Settings
Use these settings to control the behavior of resource allocation ranking in the Playbook object.
|
Field |
Description |
Default Value |
|---|---|---|
| Playbook Priority | The priority of the Playbook in the resource allocation ranking calculation. | 4 |
| Role Priority | The priority of the Role in the resource allocation ranking calculation. | 1 |
| Skill Priority | The priority of the Skills in the resource allocation ranking calculation. | 2 |
| Success Plan Priority | The priority of the Success Plan in the resource allocation ranking calculation. | 3 |
CS Success Plan Allocation Rank Settings
Use these settings to control the behavior of resource allocation ranking in the Success Plan object.
|
Field |
Description |
Default Value |
|---|---|---|
| Playbook Priority | The priority of the Playbook in the resource allocation ranking calculation. | 4 |
| Role Priority | The priority of the Role in the resource allocation ranking calculation. | 1 |
| Skill Priority | The priority of the Skills in the resource allocation ranking calculation. | 2 |
| Success Plan Priority | The priority of the Success Plan in the resource allocation ranking calculation. | 3 |
CS Cloud Resource Allocation Settings
Use these settings to control the behavior of resource allocation in the CS Cloud.
|
Field |
Description |
Default Value |
|---|---|---|
| Account Sequential Auto-Allocation | If selected, auto-allocation on the accounts is done using the sequential methodology. | false |
| Include Subregions in Auto-Allocation | If selected, auto-allocation is done by including subregions. | false |
| Match All Account Skills | If selected, auto-allocation requires matching all account skills. | false |
| Match All Playbook Skills | If selected, auto-allocation requires matching all playbook skills. | false |
| Match All Success Plan Skills | If selected, auto-allocation requires matching all success plan skills. | false |
| Match or Exceed Account Skills Ratings | If selected, auto-allocation requires matching or exceeding account skills ratings. | false |
| Match or Exceed Playbook Skills Ratings | If selected, auto-allocation requires matching or exceeding playbook skills ratings. | false |
| Match or Exceed Success Plan Skills Ratings |
If selected, auto-allocation requires matching or exceeding success plan skills ratings. |
false |
| Playbook Mass Allocation Batch Size |
Defines the batch size of asynchronous process for Mass Allocate Playbooks. |
10 |
| Playbook Sequential Auto-Allocation | If selected, auto-allocation on the playbooks is done using the sequential methodology. | false |
| Success Plan Sequential Auto-Allocation | If selected, auto-allocation on the success plans is done using the sequential methodology. | false |
CS Cloud Work Suggestion Settings
Use these settings to control the behavior of work suggestions in the CS Cloud.
|
Field |
Description |
Default Value |
|---|---|---|
| Playbook Edit Fields | The API name of the field set that defines the additional playbook fields that are available when editing a work suggestion's playbook. | Playbook_Edit_Field_Set |
| Playbook Task Edit Fields | The API name of the field set that defines additional playbook task fields that are available when editing a work suggestion's playbook task. | Playbook_Task_Edit_Field_Set |