Setup Guide

Summer 2023

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Overriding a Field Set

You can override a field set configuration with another field set configuration. The field set configuration that you used to override can be the default configuration, a user-configured configuration, or an overridden configuration.

For example, if you override the Lead Address Fields field set with the Lead Convert Fields field set, the Lead Address Fields field set contains the fields of the Lead Convert Fields field set. If you override the Lead Convert Fields field set with the Lead List Fields field set, the Lead Address Fields field set contains the fields of the Lead List Fields field set.

If you override the search field set of a standard or custom Salesforce object with a custom field set and you have record type enabled for you organization, do not add the Record Type field to the search field set as the object search field sets have the record type field configured.

From the

Setup

section of the

CC360 Admin

tab, click

Run the Setup Wizard

Under

Setup

, click

Field Set

Click the

Override

icon of the field set that you want to override.

Select a field set from the list.

Click

Save

The field set that you override contains the fields of the selected field set.

The

Override

icon of the field set changes to the

Revert

icon.

To revert to the original configuration of the field set, click the

Revert

icon of the field set.

Configuring Field Sets

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Table of Contents

Setup Guide

Setup Guide

Overriding a Field Set

Overriding a Field Set