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  • Customer 360 for Salesforce Winter 2020
  • All Products

Table of Contents

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  1. Preface
  2. Installing Cloud MDM - Customer 360 for Salesforce
  3. Upgrading Cloud MDM - Customer 360 for Salesforce
  4. Assigning Permissions
  5. Configuring Page Layout
  6. Glossary

Setup Guide

Setup Guide

Back Next

Configuring Field Sets for Standard Objects

Configuring Field Sets for Standard Objects

To configure field sets, use the field set setup tool in the Setup Wizard.
  1. From the
    Setup
     section of the
    CC360 Admin
     tab, click
    Run the Setup Wizard
    .
  2. Under
    Setup
    , click
    Field Set
    .
  3. Click
    Edit Lead Field Sets
    ,
    Edit Opportunity Field Sets
    ,
    Edit Account Field Sets
    ,
    Edit Contact Field Sets
    ,
    Edit Bean Field Sets
    , or
    Edit Master Bean Field Sets
     to edit the field set group you want to edit.
  4. Click
    Edit
     in the
    Action
     column of the field set you want to edit.
  5. Drag the field you want to include in the field set from the
    Field Set Properties
     section to the
    In the Field Set
     section.
  6. Click
    Save
    .
  7. To revert to the default configuration, remove all the fields from the
    In the Field Set
     section.
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