Prospect Field Global Settings
Admins can control the default behavior of default and custom prospect fields in Account Engagement.
Required Editions
| Available in: All Account Engagement Editions |
Default Field Settings
| Setting | Description |
|---|---|
| Name | Field name. You can change the field label that prospects see on the form. |
| Tags | Add tags to organize your custom fields and other items. |
| Salesforce.com Field Name | Syncs the field with a Salesforce field. Default fields are automatically mapped. See Default Prospect Field Mapping for more information. |
| Sync Behavior | If you’re using Salesforce, this option controls your field's sync behavior. See Prospect Field Sync Behavior for more information. |
| Set a default mail merge value to be used when this field does not have a value: | Default value to populate variable tags when a prospect field is empty. See Add Default Mail Merge Values to Fields for more information. |
| Use pre-defined values (for radio buttons and dropdowns): | Select this option to have prospects select from a list of values. If you update the field, add new values and delete the old ones. Changing a value overwrites the value in the prospect record and affects automation rules. |
| Validate on Import | Compares prospect field values against the field’s predefined values and imports only prospects with acceptable values. This setting is available only when Use pre-defined values is enabled on a field. |
| Type | Changes the field’s data type. See Prospect Field Types for more information. |
Custom Field Settings
| Setting | Description |
|---|---|
| Name | Field name. You can change the field label that prospects see on the form. |
| Tags | Add tags to organize your custom fields and other items. |
| Salesforce Field Name | Syncs the field with a Salesforce field. |
| Sync Behavior | If you're using Salesforce, this option controls your field’s sync behavior. See Prospect Field Sync Behavior. |
| Record and display multiple responses | Allows multiple values to be stored in the field as a list. The most recent value appears at the bottom. When a field has this setting enabled, it can’t be used as a variable tag. |
| Set a default mail merge value to be used when this field does not have a value: | Default value to populate variable tags when a prospect field is empty. See Add Default Mail Merge Values to Fields for more information. |
| Use pre-defined values (for radio buttons and dropdowns): | Select this option to have prospects select from a list of values. If you update the field, add new values and delete the old ones. Changing a value overwrites the value in the prospect record and affects automation rules. |
| Validate on Import | Compares prospect field values against the field’s predefined values and imports only prospects with acceptable values. This setting is available only when Use pre-defined values is enabled on a field. |
| Type | Changes the field’s data type. See Prospect Field Types for more information. |
See Also
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