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
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
Account Search Window Columns Used to display columns in the table in the Select Account window. Select Account Account Name
Account Site
Phone
Account Owner
Account Summary Highlights Fields Defines the fields displayed in the Account Highlights section of the Generate Account Summary window. Generate Account Summary Annual Revenue
Add Accounts to Product Filter Fields Defines the additional fields that display in the Filters panel in the Add Accounts to Product window. Add Accounts to Product None
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 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.

 Add Accounts to Segment None
Add Accounts to Timesheet Filter Fields Defines the additional fields that display in the Filters panel in the Add Accounts to Timesheet window. Add Accounts to Timesheet None
Additional Filters Panel Fields

Defines the additional fields that display in the Filters panel on Account Grid.

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.

 Account Grid Account
CS Cloud Resource
Playbook Summary Account Highlights Fields Defines the fields shown in the Account Highlights section in the Playbook AI Summary component. You can add and remove fields in this field set. AI Summaries: CS Activities Annual Revenue