Customizing the Creation and Edit Windows

Administrators can use the fields of the CS Cloud Create/Edit Field Set Settings custom setting 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. Customizing field sets in the creation and edit windows helps reduce the time necessary for customer success managers to make changes in Customer Success Cloud via the Actions panel, Activity Tracker, Success Tracker, and Value Tracker.

To specify a field set for a creation or edit window, enter the field set's API name in the related field of the CS Cloud Create/Edit Field Set Settings custom setting.

Note:

You must be signed in with administrator permissions to change these settings.

The following table provides an overview of the creation and edit windows where the fields of the CS Cloud Create/Edit Field Set custom setting enable you to control the behavior of the window field sets.

Creation and Edit Windows and Field Set Settings
Window Location Custom Setting Field Supported Record Creation Method Further Information
Create CS Activity
  • Actions Panel
  • Activity Tracker
Create CS Activity Fields Creating blank records
Create Objective
  • Actions Panel
  • Success Tracker
Objective Create Fields
  • Creating blank records
  • Creating records from templates
Create Objective KPI Value Tracker Create Objective KPI Fields Creating blank records
Create Playbook
  • Actions Panel
  • Success Tracker
    		• Playbook Create Fields
    • Creating blank records
    • Creating records from templates
    Create Playbook Playbook Task Create Fields Creating records from parent record templates
    Create Success Plan Success Plan Create Fields
    • Creating blank records
    • Creating records from templates
    Edit CS Activity

    Activity Tracker

    		CS Activity Edit Fields

    —
    Edit Objective Success Tracker Objective Edit Fields —
    Edit Objective KPI Value Tracker Edit Objective KPI Fields —
    Edit Playbook Success Tracker Playbook Edit Fields —
    Edit Playbook Task

    Playbook Task Edit Fields

    		 —
    Edit Success Plan Success Plan Edit Fields —
    Note:

    The field sets specified using the CS Cloud Create/Edit Field Set custom setting do not affect creating and editing new records from the CS Activities, Objectives, Objective KPIs, Playbooks, Playbook Tasks, and Success Plans tabs.