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Market to Your Customers with Account Engagement
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          Edit Global Field Settings

          Edit Global Field Settings

          An Account Engagement admin can edit a field’s default settings. For example, you can change a field’s type from radio button to checkbox to set it as the default for all new forms.

          Required Editions

          Available in: All Account Engagement Editions
          User Permissions Needed
          To configure prospect fields: Account Engagement Administrator role
          Note
          Note Changing a field’s global settings doesn’t update the field on existing forms. To pull in the new settings, edit the field on the form and load the default data.
          1. Navigate to Admin | Configure Fields | Prospect Fields.
          2. Locate the field and open it for editing.
          3. Edit the field settings, and save your changes.
           
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          Salesforce Help | Article