Table of Contents

Search

  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

Overriding a Field Set

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. From the
    Setup
    section of the
    CC360 Admin
    tab, 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.

0 COMMENTS

We’d like to hear from you!