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English
  • Customer 360 for Salesforce Winter 2018
  • All Products

Table of Contents

Search

  1. Preface
  2. Installing Informatica Cloud Customer 360
  3. Upgrading Informatica Cloud Customer 360
  4. Configuring Page Layout
  5. Glossary

Setup Guide

Setup Guide

Back Next

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.
  1. Based on the Salesforce environment that you use, perform one of the following tasks:
    • In Salesforce Classic, from the
      Setup
       section of the
      CC360 Admin
       tab, click
      Run the Setup Wizard
      .
    • In Lightning Experience, perform the following tasks:
      1. On the navigation menu, click
        CC360 Admin
        .
        The
        Manage CC360
         page appears.
      2. From the
        Setup
         section, click
        Run the Setup Wizard
        .
  2. Under
    Setup
    , click
    Field Set
    .
  3. Click the
    Override
     icon of the field set that you want to override.
  4. Select a field set from the list.
  5. 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.
  6. To revert to the original configuration of the field set, click the
    Revert
     icon of the field set.
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