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English
  • Customer 360 for Salesforce Winter 2023
  • All Products

Table of Contents

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  1. Preface
  2. Installing Customer 360 for Salesforce
  3. Upgrading Customer 360 for Salesforce
  4. Assigning Permissions
  5. Configuring Page Layout
  6. Appendix A: Glossary

Setup Guide

Setup Guide

Back Next

Configuring a Field Set

Configuring a Field Set

To configure a field set, use the field set setup tool in the Setup Wizard.
  1. On the
    Cloud MDM
     tab, under
    Setup
    , click
    Run the Setup Wizard
    .
  2. Under
    Setup
    , click
    Field Set Setup
    .
  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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