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Field Sets in Amp Impact
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Learn more about Salesforce Field Sets here. |
Amp Impact uses field sets for users to add/remove fields and customize the product’s features per client needs. Each field set has a list of available fields that users can choose to use. Some fields in the field set are already selected to display on installing the product. The other available fields can be added for usage, if appropriate. In addition, users can create custom fields on the relevant object and add these to the field set as well. extensively to allow organizations to customize components based on their own requirements. When installing Amp Impact for the first time, many of the field sets already have a handful of fields selected by default. System Administrators and Implementers can modify these field sets to determine the fields that users will see on custom components like tables or pop-ups. Additionally, you can add custom fields to the field sets, allowing even more flexibility in determining the fields to display to users.
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To avoid shadowing after installing Amp Impact, custom objects and fields must use different API names than the API names of Amp Impact fields. For example, if a custom Financial object is created separately from the Amp Financial object, the API name of the custom Financial object cannot be Financial__c, as it will conflict with the Amp object’s API name (ampi__Financial__c). This issue can be avoided by appending numbers or codes at the end to create a unique API name (e.g. Financial_cust__c). |
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Modify Field Sets
To edit any of the field sets, follow the instructions detailed below.
Identify and open the Object.
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Identify and open the Field Set. The “Description” field is helpful to identify the right field set.
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Edit
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the Field Set by adding/removing the relevant fields and click “Save”.
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Field Sets by Functional Area
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We document more details about field sets by functional area, so navigate to the |
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relevant section below. |
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