Loading
Salesforce now sends email only from verified domains. Read More
Set Up and Maintain Retail Execution
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Configure a Custom Setting

          Configure a Custom Setting

          Create a custom setting to store the defaults.

          1. From Setup, go to Custom Settings, and then click New.
          2. Enter Visit Defaults for Maps as the label.
          3. Enter VisitMapsDefaults as the object name.
          4. Select Hierarchy as the type, and save your changes.
          5. Create the custom fields.
            1. Click New, select Text as the data type, and then click Next.
            2. Enter these details.

              Label

              Length

              Name

              Required

              Unique

              Default Place ID

              18

              DefaultPlaceId__c

              Yes

              Case-insensitive

              Default Record Type ID

              18

              DefaultRecordTypeId__c

              Yes

              Case-insensitive

              Default Visit Template ID

              18

              DefaultVisitTemplateId__c

              Yes

              Case-insensitive

            3. Click Next, and save your changes.
          6. Set these default values.
            1. The Default Place ID, which is the ID of the default location record from the custom fields.
            2. The Visit Record Type ID according to your implementation.
            3. The Visit Template ID according to your implementation.
           
          Loading
          Salesforce Help | Article